Charles Schwab Investment Management Inc Banks—Regional

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FITB Fifth Third Bancorp	$29B	$959 Million 0.17% of portfolio	23,306,918	Q2 2025 Added 1.74%
TFC Truist Financial Corp	$58.4B	$755 Million 0.14% of portfolio	17,566,519	Q2 2025 Added 0.94%
RF Regions Financial Corp	$23.7B	$741 Million 0.13% of portfolio	31,484,310	Q2 2025 Added 1.26%
HBAN Huntington Bancshares Inc	$23.8B	$476 Million 0.09% of portfolio	28,384,949	Q2 2025 Added 1.42%
PNC Pnc Financial Services Group, Inc.	$77.3B	$466 Million 0.08% of portfolio	2,498,612	Q2 2025 Added 0.98%
USB Us Bancorp \De\	$68B	$454 Million 0.08% of portfolio	10,041,094	Q2 2025 Added 0.84%
CFG Citizens Financial Group Inc	$23.9B	$310 Million 0.06% of portfolio	6,925,954	Q2 2025 Reduced 0.15%
CMA Comerica Inc	$8.91B	$283 Million 0.05% of portfolio	4,741,310	Q2 2025 Added 1.67%
OZK Bank Ozk	$5.84B	$207 Million 0.04% of portfolio	4,406,933	Q2 2025 Added 1.3%
MTB M&T Bank Corp	$33B	$196 Million 0.04% of portfolio	1,009,550	Q2 2025 Reduced 1.79%
COLB Columbia Banking System, Inc.	$1.99B	$183 Million 0.03% of portfolio	7,816,989	Q2 2025 Added 1.95%
KEY Keycorp	$16.7B	$164 Million 0.03% of portfolio	9,432,386	Q2 2025 Added 0.85%
IBOC International Bancshares Corp	$4.41B	$146 Million 0.03% of portfolio	2,192,298	Q2 2025 Added 2.35%
CATY Cathay General Bancorp	$3.49B	$135 Million 0.02% of portfolio	2,955,021	Q2 2025 Reduced 0.51%
SSB South State Corp	$7.19B	$108 Million 0.02% of portfolio	1,177,385	Q2 2025 Reduced 18.08%
CVBF Cvb Financial Corp	$2.75B	$106 Million 0.02% of portfolio	5,378,741	Q2 2025 Reduced 0.33%
FCNCA First Citizens Bancshares Inc	$28.2B	$97 Million 0.02% of portfolio	49,579	Q2 2025 Reduced 2.21%
WTFC Wintrust Financial Corp	$7.74B	$96.3 Million 0.02% of portfolio	777,133	Q2 2025 Reduced 1.3%
PNFP Pinnacle Financial Partners Inc	$7.01B	$95.7 Million 0.02% of portfolio	866,656	Q2 2025 Reduced 2.3%
BANR Banner Corp	$2.22B	$92.1 Million 0.02% of portfolio	1,436,349	Q2 2025 Reduced 0.2%
UMBF Umb Financial Corp	$5.53B	$84.7 Million 0.02% of portfolio	805,459	Q2 2025 Reduced 1.02%
PB Prosperity Bancshares Inc	$6.13B	$81.2 Million 0.01% of portfolio	1,156,198	Q2 2025 Reduced 2.05%
ONB Old National Bancorp	$6.28B	$77.8 Million 0.01% of portfolio	3,645,488	Q2 2025 Reduced 0.06%
FHN First Horizon Corp	$11.8B	$73.9 Million 0.01% of portfolio	3,485,833	Q2 2025 Reduced 1.14%
WAL Western Alliance Bancorporation	$9.01B	$73.1 Million 0.01% of portfolio	937,852	Q2 2025 Reduced 2.74%
SNV Synovus Financial Corp	$7.11B	$72.3 Million 0.01% of portfolio	1,396,718	Q2 2025 Reduced 1.16%
OFG Ofg Bancorp	$2.05B	$72.2 Million 0.01% of portfolio	1,686,233	Q2 2025 Reduced 0.12%
WBS Webster Financial Corp	$10.2B	$71.8 Million 0.01% of portfolio	1,314,991	Q2 2025 Reduced 9.14%
CHCO City Holding CO	$1.83B	$71.2 Million 0.01% of portfolio	581,275	Q2 2025 Added 0.21%
VLY Valley National Bancorp	$4.94B	$70.6 Million 0.01% of portfolio	7,900,975	Q2 2025 Added 1.07%
FCF First Commonwealth Financial Corp	$1.57B	$69.8 Million 0.01% of portfolio	4,298,422	Q2 2025 Added 3.33%
CADE Cadence Bank	$6.45B	$69.7 Million 0.01% of portfolio	2,180,623	Q2 2025 Reduced 3.38%
GBCI Glacier Bancorp, Inc.	$5.06B	$69.5 Million 0.01% of portfolio	1,614,031	Q2 2025 Added 2.39%
CFR Cullen/Frost Bankers, Inc.	$8.01B	$69.4 Million 0.01% of portfolio	539,745	Q2 2025 Reduced 2.42%
BPOP Popular, Inc.	$8.5B	$69.2 Million 0.01% of portfolio	628,209	Q2 2025 Reduced 0.81%
NWBI Northwest Bancshares, Inc.	$1.53B	$68.3 Million 0.01% of portfolio	5,342,394	Q2 2025 Added 0.37%
HWC Hancock Whitney Corp	$5.17B	$66.1 Million 0.01% of portfolio	1,151,456	Q2 2025 Reduced 3.5%
LKFN Lakeland Financial Corp	$1.58B	$62.9 Million 0.01% of portfolio	1,023,432	Q2 2025 Added 2.44%
CBSH Commerce Bancshares Inc	$7.33B	$62.7 Million 0.01% of portfolio	1,008,461	Q2 2025 Reduced 3.09%
UBSI United Bankshares Inc	$4.98B	$62.4 Million 0.01% of portfolio	1,713,149	Q2 2025 Reduced 1.17%
HOMB Home Bancshares Inc	$5.87B	$62.3 Million 0.01% of portfolio	2,187,934	Q2 2025 Reduced 2.42%
FFIN First Financial Bankshares Inc	$4.99B	$60.6 Million 0.01% of portfolio	1,685,093	Q2 2025 Reduced 0.04%
STBA S&T Bancorp Inc	$1.48B	$59.9 Million 0.01% of portfolio	1,582,737	Q2 2025 Added 0.52%
ZION Zions Bancorporation, National Association	$7.95B	$57.5 Million 0.01% of portfolio	1,107,076	Q2 2025 Reduced 0.04%
ABCB Ameris Bancorp	$4.86B	$57.4 Million 0.01% of portfolio	886,490	Q2 2025 Reduced 0.83%
AUB Atlantic Union Bankshares Corp	$2.5B	$56.5 Million 0.01% of portfolio	1,805,171	Q2 2025 Added 63.42%
ASB Associated Banc Corp	$3.72B	$54.7 Million 0.01% of portfolio	2,242,913	Q2 2025 Reduced 3.37%
FNB Fnb Corp	$5.44B	$54.7 Million 0.01% of portfolio	3,749,641	Q2 2025 Reduced 3.46%
BKU Bank United, Inc.	$2.89B	$52.8 Million 0.01% of portfolio	1,483,852	Q2 2025 Reduced 3.2%
GABC German American Bancorp, Inc.	$1.18B	$52.8 Million 0.01% of portfolio	1,370,715	Q2 2025 Added 23.58%

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