Sumitomo Life Insurance’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sumitomo Life Insurance’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89B	Buy	59,569,934 +14,119,934	+31%	+$448M	30.88%	1
2026 Q1	$1.39B	Buy	45,450,000 +14,400,000	+46%	+$437M	32.77%	1
2025 Q4	$852M	Hold	31,050,000	–	–	23.32%	1
2025 Q3	$848M	Buy	+31,050,000	New	+$847M	26.32%	1
2025 Q2	–	Sell	-18,570,000	Closed	-$519M	–	277
2025 Q1	$519M	Sell	18,570,000 -8,250,000	-31%	-$230M	18.58%	2
2024 Q4	$733M	Hold	26,820,000	–	–	13.83%	2
2024 Q3	$756M	Hold	26,820,000	–	–	14.84%	2
2024 Q2	$678M	Buy	26,820,000 +7,860,000	+41%	+$205M	15.68%	2
2024 Q1	$471M	Buy	18,960,000 +9,960,000	+111%	+$257M	12.24%	2
2023 Q4	$228M	Buy	+9,000,000	New	+$214M	7.1%	2

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sumitomo Life Insurance's SCHD Position: Q2 2026 in Review

Sumitomo Life Insurance increased its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q2 2026, buying an estimated $448M and bringing the position to 59,569,934 shares worth $1.89B. The position accounts for 30.88% of the portfolio, ranked #1.

Sumitomo Life Insurance first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sumitomo Life Insurance held 59,569,934 shares of Schwab US Dividend Equity ETF worth $1.89B as of Q2 2026.
Sumitomo Life Insurance bought 14,119,934 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $448M.
Schwab US Dividend Equity ETF made up 30.88% of Sumitomo Life Insurance's portfolio in Q2 2026, its #1 holding.
Sumitomo Life Insurance first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.