Charles Schwab’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.5M	Buy	1,089,747 +203,616	+23%	+$4.28M	﹤0.01%	1708
2025 Q4	$17.1M	Buy	886,131 +115,702	+15%	+$2.01M	﹤0.01%	1848
2025 Q3	$12.9M	Buy	770,429 +139,119	+22%	+$2.23M	﹤0.01%	1986
2025 Q2	$9.54M	Buy	631,310 +52,033	+9%	+$748K	﹤0.01%	2043
2025 Q1	$8.96M	Buy	579,277 +96,494	+20%	+$1.47M	﹤0.01%	2000
2024 Q4	$7M	Buy	482,783 +76,862	+19%	+$1.06M	﹤0.01%	2175
2024 Q3	$5.13M	Buy	405,921 +45,761	+13%	+$604K	﹤0.01%	2364
2024 Q2	$4.83M	Buy	360,160 +75,714	+27%	+$917K	﹤0.01%	2371
2024 Q1	$3.35M	Buy	284,446 +96,206	+51%	+$1.03M	﹤0.01%	2437
2023 Q4	$1.82M	Buy	188,240 +36,170	+24%	+$351K	﹤0.01%	2648
2023 Q3	$1.5M	Buy	152,070 +65,263	+75%	+$604K	﹤0.01%	2676
2023 Q2	$747K	Buy	86,807 +45,534	+110%	+$376K	﹤0.01%	2876
2023 Q1	$330K	Buy	41,273 +17,222	+72%	+$146K	﹤0.01%	3069
2022 Q4	$193K	Buy	+24,051	New	+$153K	﹤0.01%	3191