Back to SCHW-PJ
Sumitomo Mitsui Trust Group, Inc. → SCHW-PJ
Sumitomo Mitsui Trust Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$23.5M
Q3 2026
Peak value
$382M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $382M |
| Q4 2025 | $8.2M |
| Q4 2025 | $278K |
| Q1 2026 | $333.9M |
| Q1 2026 | $14.8M |
| Q1 2026 | $232K |
| Q2 2026 | $319.3M |
| Q2 2026 | $18.9M |
| Q2 2026 | $374K |
| Q3 2026 | $331.2M |
| Q3 2026 | $23.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.5M | 723.0K | — | — |
| Q3 2026 | $331.2M | 3.39M | — | — |
| Q2 2026 | $374K | 15.8K | — | — |
| Q2 2026 | $18.9M | 596.0K | — | — |
| Q2 2026 | $319.3M | 3.46M | — | — |
| Q1 2026 | $232K | 10.8K | — | — |
| Q1 2026 | $14.8M | 481.9K | — | — |
| Q1 2026 | $333.9M | 3.55M | — | — |
| Q4 2025 | $278K | 13.3K | — | — |
| Q4 2025 | $8.2M | 298.0K | — | — |
| Q4 2025 | $382M | 3.82M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B