CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,522,502
+$4,393,590 QoQ
Shares Held
1,089,747
+23.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,499,235,563 across 19 Banks - Diversified names. SMFG ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,101,113 | $5,618,783,399 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,138,442 | $2,151,749,047 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,822,786 | $1,657,701,993 | |
| 4 | C |
Citigroup Inc
|
12,617,529 | $1,430,953,963 | |
| 5 | RY |
Royal Bank Of Canada
|
3,810,958 | $616,536,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,649,644 | $551,587,267 | |
| 7 | TD |
Toronto Dominion Bank
|
5,031,324 | $469,472,842 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,967,422 | $274,982,018 |
All Filings in SMFG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,522,502 | 1,089,747 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $17,128,912 | 886,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,896,981 | 770,429 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,539,094 | 631,310 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,955,622 | 579,277 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $6,995,525 | 482,783 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,126,782 | 405,921 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,829,745 | 360,160 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,347,929 | 284,446 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,822,163 | 188,240 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,497,889 | 152,070 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $746,540 | 86,807 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $330,184 | 41,273 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $192,889 | 24,051 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||