CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SMFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,344,601
+$7,822,099 QoQ
Shares Held
1,244,470
+14.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 460 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $15,629,521,790 across 19 Banks - Diversified names. SMFG ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,187,267 | $6,280,568,105 | |
| 2 | BAC |
Bank Of America Corp /De/
|
43,967,038 | $2,505,241,825 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,931,340 | $1,729,765,937 | |
| 4 | C |
Citigroup Inc
|
12,189,179 | $1,705,997,492 | |
| 5 | RY |
Royal Bank Of Canada
|
3,938,658 | $815,184,046 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,520,823 | $653,756,214 | |
| 7 | TD |
Toronto Dominion Bank
|
5,099,275 | $619,204,963 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,080,308 | $367,590,423 |
All Filings in SMFG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,344,601 | 1,244,470 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||