Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,164,355
-$85,109 QoQ
Shares Held
12,619
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,149
of 2,304 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 LIFE INSURANCE CO holds $36,001,570 across 7 Capital Markets names. SCHW ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,746 | $25,027,362 | |
| 2 | MS |
Morgan Stanley
|
19,712 | $4,120,596 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
36,310 | $3,160,422 | |
| 4 | TW |
Tradeweb Markets Inc.
|
12,957 | $1,291,294 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
12,619 | $1,164,355 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
8,987 | $901,216 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,194 | $336,325 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,355 | 12,619 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,249,464 | 13,295 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,299,329 | 13,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,226,598 | 12,848 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,214,860 | 13,315 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,102,886 | 14,089 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,053,384 | 14,233 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $950,503 | 14,666 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,051,556 | 14,270 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,161,708 | 16,059 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,153,432 | 16,765 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $965,910 | 17,594 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,011,001 | 17,837 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,022,300 | 19,517 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,430,192 | 29,188 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,116,715 | 29,452 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,083,107 | 32,971 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,731,981 | 32,404 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,768,740 | 32,922 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,468,693 | 33,892 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,572,013 | 35,325 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,660,908 | 40,824 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,254,730 | 42,510 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,737,808 | 47,966 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,686,493 | 49,985 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,822,035 | 54,195 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||