SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Holding History (CIK: 0001022837)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 110,850 Value ($000) $3,041 Avg Close Range
Q3 2025
Shares 127,091 Value ($000) $3,470 Avg Close Range
Q2 2025
Shares 142,223 Value ($000) $3,769 Avg Close Range
Q1 2025
Shares 179,623 Value ($000) $5,022 Avg Close Range
Q4 2024
Shares 162,888 Value ($000) $4,450 Avg Close Range
Q3 2024
Shares 48,659 Value ($000) $4,113 Avg Close Range
Q2 2024
Shares 46,002 Value ($000) $3,577 Avg Close Range
Q1 2024
Shares 39,453 Value ($000) $3,181 Avg Close Range
Q4 2023
Shares 35,725 Value ($000) $2,720 Avg Close Range
Q3 2023
Shares 25,127 Value ($000) $1,778 Avg Close Range
Q2 2023
Shares 23,130 Value ($000) $1,680 Avg Close Range
Q1 2023
Shares 18,420 Value ($000) $1,348 Avg Close Range
Q4 2022
Shares 16,490 Value ($000) $1,246 Avg Close Range