Sumitomo Mitsui Trust Group, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1475365 CHIYODA-KU, TOKYO, M0

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$333,856,901

-$48,158,675 QoQ

Shares Held

3,552,425

-7.1% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Sumitomo Mitsui Trust Group, Inc. holds $2,605,811,329 across 13 Capital Markets names. SCHW ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	909,328	$769,282,394
2	HOOD	Robinhood Markets, Inc.	6,812,999	$472,140,830
3	MS	Morgan Stanley	2,542,196	$418,369,195
4	SCHW	Schwab Charles Corp This page	3,552,425	$333,856,901
5	CRCL	Circle Internet Group, Inc.	2,917,764	$278,383,863
6	BMNR	Bitmine Immersion Technologies, Inc.	4,907,175	$97,063,921
7	IBKR	Interactive Brokers Group, Inc.	935,380	$62,735,936
8	LPLA	LPL Financial Holdings Inc.	167,528	$50,397,448

All Filings in SCHW

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$333,856,901	3,552,425	-7.1%	Shares	Defined	2026-04-30
2025-12-31	$382,015,576	3,823,597	-4.5%	Shares	Defined	2026-01-23
2025-09-30	$382,110,369	4,002,413	+2.2%	Shares	Defined	2025-10-27
2025-06-30	$357,411,258	3,917,265	+2.2%	Shares	Defined	2025-07-31
2025-03-31	$300,087,554	3,833,515	+8.2%	Shares	Defined	2025-04-25
2024-12-31	$262,099,976	3,541,413	+5.8%	Shares	Defined	2025-01-28
2024-09-30	$216,893,534	3,346,606	+1.4%	Shares	Defined	2024-11-05
2024-06-30	$243,274,712	3,301,326	-12.4%	Shares	Defined	2024-07-19
2024-03-31	$272,698,795	3,769,682	+0.2%	Shares	Defined	2024-04-19
2023-12-31	$258,835,988	3,762,151	-0.8%	Shares	Defined	2024-01-30
2023-09-30	$208,126,778	3,791,016	-2.2%	Shares	Defined	2023-10-30
2023-06-30	$219,692,643	3,876,017	-13.4%	Shares	Defined	2023-07-31
2023-03-31	$234,507,721	4,477,047	+0.7%	Shares	Defined	2023-04-27
2022-12-31	$370,095,529	4,445,058	-1.1%	Shares	Defined	2023-01-30
2022-09-30	$323,089,357	4,495,469	+4.6%	Shares	Defined	2022-10-21
2022-06-30	$271,596,162	4,298,768	+4.6%	Shares	Defined	2022-07-26
2022-03-31	$346,630,700	4,111,383	+2.5%	Shares	Defined	2022-04-27
2021-12-31	$337,373,878	4,011,580	-4.4%	Shares	Defined	2022-02-02
2021-09-30	$305,506,693	4,194,216	-19.1%	Shares	Defined	2021-10-25
2021-06-30	$377,369,788	5,182,939	-15.3%	Shares	Defined	2021-08-02
2021-03-31	$398,781,799	6,118,162	-3.0%	Shares	Defined	2021-04-30
2020-12-31	$334,466,208	6,305,924	+11.8%	Shares	Defined	2021-02-05
2020-09-30	$204,405,312	5,641,880	+9.5%	Shares	Defined	2020-10-30
2020-06-30	$173,821,124	5,151,782	-7.2%	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.