Sumitomo Mitsui Trust Group, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1475365
CHIYODA-KU, TOKYO, M0
Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$319,279,758
-$14,577,143 QoQ
Shares Held
3,460,277
-2.6% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#61
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,890,458,152 across 16 Capital Markets names. SCHW ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
882,737 | $892,773,719 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
6,569,053 | $658,744,634 | |
| 3 | MS |
Morgan Stanley
|
2,502,924 | $523,211,232 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
3,460,277 | $319,279,758 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
3,185,726 | $199,522,019 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
885,091 | $77,038,320 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,452,071 | $59,257,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
167,647 | $47,222,806 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,279,758 | 3,460,277 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $333,856,901 | 3,552,425 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $382,015,576 | 3,823,597 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $382,110,369 | 4,002,413 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $357,411,258 | 3,917,265 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $300,087,554 | 3,833,515 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $262,099,976 | 3,541,413 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $216,893,534 | 3,346,606 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $243,274,712 | 3,301,326 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $272,698,795 | 3,769,682 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $258,835,988 | 3,762,151 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $208,126,778 | 3,791,016 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $219,692,643 | 3,876,017 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $234,507,721 | 4,477,047 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $370,095,529 | 4,445,058 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $323,089,357 | 4,495,469 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $271,596,162 | 4,298,768 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $346,630,700 | 4,111,383 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $337,373,878 | 4,011,580 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $305,506,693 | 4,194,216 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $377,369,788 | 5,182,939 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $398,781,799 | 6,118,162 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $334,466,208 | 6,305,924 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $204,405,312 | 5,641,880 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $173,821,124 | 5,151,782 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $186,567,466 | 5,549,300 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||