Sumitomo Mitsui Trust Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334M | Sell |
3,552,425
-271,172
| -7% | -$26.6M | 0.22% | 86 |
|
|
2025
Q4 | $382M | Sell |
3,823,597
-178,816
| -4% | -$17M | 0.22% | 90 |
|
|
2025
Q3 | $382M | Buy |
4,002,413
+85,148
| +2% | +$8.08M | 0.22% | 92 |
|
|
2025
Q2 | $357M | Buy |
3,917,265
+83,750
| +2% | +$7.01M | 0.22% | 95 |
|
|
2025
Q1 | $300M | Buy |
3,833,515
+292,102
| +8% | +$22.9M | 0.21% | 103 |
|
|
2024
Q4 | $262M | Buy |
3,541,413
+194,807
| +6% | +$14.6M | 0.18% | 118 |
|
|
2024
Q3 | $217M | Buy |
3,346,606
+45,280
| +1% | +$2.97M | 0.15% | 144 |
|
|
2024
Q2 | $243M | Sell |
3,301,326
-468,356
| -12% | -$34.6M | 0.18% | 117 |
|
|
2024
Q1 | $273M | Buy |
3,769,682
+7,531
| +0.2% | +$496K | 0.19% | 115 |
|
|
2023
Q4 | $259M | Sell |
3,762,151
-28,865
| -0.8% | -$1.67M | 0.19% | 117 |
|
|
2023
Q3 | $208M | Sell |
3,791,016
-85,001
| -2% | -$5.14M | 0.17% | 126 |
|
|
2023
Q2 | $220M | Sell |
3,876,017
-601,030
| -13% | -$31.5M | 0.17% | 127 |
|
|
2023
Q1 | $235M | Buy |
4,477,047
+31,989
| +0.7% | +$2.34M | 0.17% | 126 |
|
|
2022
Q4 | $370M | Sell |
4,445,058
-50,411
| -1% | -$3.91M | 0.29% | 75 |
|
|
2022
Q3 | $323M | Buy |
4,495,469
+196,701
| +5% | +$13.7M | 0.27% | 82 |
|
|
2022
Q2 | $272M | Buy |
4,298,768
+187,385
| +5% | +$12.9M | 0.21% | 101 |
|
|
2022
Q1 | $347M | Buy |
4,111,383
+99,803
| +2% | +$8.78M | 0.23% | 94 |
|
|
2021
Q4 | $337M | Sell |
4,011,580
-182,636
| -4% | -$14.8M | 0.21% | 108 |
|
|
2021
Q3 | $306M | Sell |
4,194,216
-988,723
| -19% | -$70.6M | 0.19% | 117 |
|
|
2021
Q2 | $377M | Sell |
5,182,939
-935,223
| -15% | -$66.2M | 0.22% | 104 |
|
|
2021
Q1 | $399M | Sell |
6,118,162
-187,762
| -3% | -$11.4M | 0.25% | 89 |
|
|
2020
Q4 | $334M | Buy |
6,305,924
+664,044
| +12% | +$30.1M | 0.22% | 102 |
|
|
2020
Q3 | $204M | Buy |
5,641,880
+490,098
| +10% | +$17.1M | 0.14% | 166 |
|
|
2020
Q2 | $174M | Sell |
5,151,782
-397,518
| -7% | -$14.2M | 0.12% | 184 |
|
|
2020
Q1 | $187M | Buy |
5,549,300
+344,242
| +7% | +$14.4M | 0.16% | 144 |
|
|
2019
Q4 | $248M | Sell |
5,205,058
-49,747
| -0.9% | -$2.19M | 0.19% | 111 |
|
|
2019
Q3 | $220M | Sell |
5,254,805
-49,576
| -0.9% | -$2M | 0.19% | 114 |
|
|
2019
Q2 | $213M | Sell |
5,304,381
-117,212
| -2% | -$5.11M | 0.19% | 112 |
|
|
2019
Q1 | $232M | Sell |
5,421,593
-63,273
| -1% | -$2.86M | 0.21% | 101 |
|
|
2018
Q4 | $225M | Buy |
5,484,866
+786,586
| +17% | +$35.6M | 0.24% | 93 |
|
|
2018
Q3 | $231M | Buy |
4,698,280
+204,862
| +5% | +$10.5M | 0.25% | 89 |
|
|
2018
Q2 | $230M | Buy |
4,493,418
+319,964
| +8% | +$17.7M | 0.27% | 77 |
|
|
2018
Q1 | $218M | Buy |
4,173,454
+123,827
| +3% | +$6.64M | 0.28% | 76 |
|
|
2017
Q4 | $208M | Buy |
4,049,627
+239,775
| +6% | +$11.3M | 0.27% | 81 |
|
|
2017
Q3 | $167M | Buy |
3,809,852
+11,474
| +0.3% | +$476K | 0.24% | 100 |
|
|
2017
Q2 | $163M | Buy |
3,798,378
+334,516
| +10% | +$13.4M | 0.24% | 97 |
|
|
2017
Q1 | $141M | Buy |
3,463,862
+39,330
| +1% | +$1.62M | 0.22% | 107 |
|
|
2016
Q4 | $135M | Buy |
3,424,532
+84,803
| +3% | +$3.03M | 0.22% | 105 |
|
|
2016
Q3 | $105M | Buy |
3,339,729
+3,986
| +0.1% | +$117K | 0.17% | 138 |
|
|
2016
Q2 | $84.4M | Sell |
3,335,743
-17,332
| -0.5% | -$493K | 0.15% | 165 |
|
|
2016
Q1 | $94M | Buy |
3,353,075
+105,370
| +3% | +$2.78M | 0.16% | 143 |
|
|
2015
Q4 | $108M | Buy |
3,247,705
+9,786
| +0.3% | +$310K | 0.19% | 125 |
|
|
2015
Q3 | $92.5M | Buy |
3,237,919
+200,671
| +7% | +$6.44M | 0.18% | 133 |
|
|
2015
Q2 | $99.2M | Buy |
3,037,248
+8,154
| +0.3% | +$258K | 0.18% | 139 |
|
|
2015
Q1 | $92.2M | Buy |
3,029,094
+291,913
| +11% | +$8.46M | 0.17% | 140 |
|
|
2014
Q4 | $83.1M | Sell |
2,737,181
-152,137
| -5% | -$4.32M | 0.16% | 147 |
|
|
2014
Q3 | $84.9M | Sell |
2,889,318
-8,476
| -0.3% | -$240K | 0.17% | 141 |
|
|
2014
Q2 | $78M | Sell |
2,897,794
-563,068
| -16% | -$14.8M | 0.16% | 156 |
|
|
2014
Q1 | $94.6M | Sell |
3,460,862
-56,389
| -2% | -$1.47M | 0.2% | 121 |
|
|
2013
Q4 | $90M | Sell |
3,517,251
-32,301
| -0.9% | -$770K | 0.19% | 134 |
|
|
2013
Q3 | $75M | Sell |
3,549,552
-33,794
| -0.9% | -$735K | 0.16% | 147 |
|
|
2013
Q2 | $76.1M | Buy |
+3,583,346
| New | +$66.2M | 0.17% | 140 |
|
Other funds holding SCHW
VCM
VPM
Sumitomo Mitsui Trust Group's SCHW Position: Q1 2026 in Review
Sumitomo Mitsui Trust Group reduced its Charles Schwab (SCHW) stake by 7.1% in Q1 2026, selling an estimated $26.6M and leaving 3,552,425 shares worth $334M. The position accounts for 0.22% of the portfolio, ranked #86.
Sumitomo Mitsui Trust Group first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $399M in Q1 2021. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Sumitomo Mitsui Trust Group held 3,552,425 shares of Charles Schwab worth $334M as of Q1 2026.
- Sumitomo Mitsui Trust Group sold 271,172 Charles Schwab shares in Q1 2026, an estimated $26.6M.
- Charles Schwab made up 0.22% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #86 holding.
- Sumitomo Mitsui Trust Group first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- Sumitomo Mitsui Trust Group's Charles Schwab position peaked at $399M in Q1 2021.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.