Sumitomo Mitsui Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sumitomo Mitsui Financial Group’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	$3.21M	Buy	101,369 +27,996	+38%	+$888K	0.06%	74
2026 Q1	$2.25M	Sell	73,373 -37,477	-34%	-$1.14M	0.05%	81
2025 Q4	$3.04M	Sell	110,850 -16,241	-13%	-$442K	0.05%	74
2025 Q3	$3.47M	Sell	127,091 -15,132	-11%	-$413K	0.06%	69
2025 Q2	$3.77M	Sell	142,223 -37,400	-21%	-$977K	0.06%	64
2025 Q1	$5.02M	Buy	179,623 +16,735	+10%	+$467K	0.09%	57
2024 Q4	$4.45M	Buy	162,888 +16,911	+12%	+$481K	0.06%	61
2024 Q3	$4.11M	Buy	145,977 +7,971	+6%	+$217K	0.09%	60
2024 Q2	$3.58M	Buy	138,006 +19,647	+17%	+$511K	0.11%	60
2024 Q1	$3.18M	Buy	118,359 +11,184	+10%	+$289K	0.1%	63
2023 Q4	$2.72M	Buy	107,175 +31,794	+42%	+$758K	0.09%	69
2023 Q3	$1.78M	Buy	75,381 +5,991	+9%	+$147K	0.06%	79
2023 Q2	$1.68M	Buy	69,390 +14,130	+26%	+$338K	0.05%	84
2023 Q1	$1.35M	Buy	55,260 +5,790	+12%	+$145K	0.04%	97
2022 Q4	$1.25M	Buy	+49,470	New	+$1.22M	0.05%	101

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group's SCHD Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 38% in Q2 2026, buying an estimated $888K and bringing the position to 101,369 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #74.

Sumitomo Mitsui Financial Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.02M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sumitomo Mitsui Financial Group held 101,369 shares of Schwab US Dividend Equity ETF worth $3.21M as of Q2 2026.
Sumitomo Mitsui Financial Group bought 27,996 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $888K.
Schwab US Dividend Equity ETF made up 0.06% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #74 holding.
Sumitomo Mitsui Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Sumitomo Mitsui Financial Group's Schwab US Dividend Equity ETF position peaked at $5.02M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.