Charles Schwab Investment Management Inc Banks—Regional

Charles Schwab Investment Management Inc

$521 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FITB Fifth Third Bancorp	$29.3B	$898 Million 0.17% of portfolio	22,908,401	Q1 2025 Added 6.12%
TFC Truist Financial Corp	$60B	$716 Million 0.14% of portfolio	17,402,485	Q1 2025 Reduced 0.28%
RF Regions Financial Corp	$24.5B	$676 Million 0.13% of portfolio	31,092,742	Q1 2025 Added 6.54%
PNC Pnc Financial Services Group, Inc.	$79.5B	$435 Million 0.08% of portfolio	2,474,249	Q1 2025 Reduced 0.23%
USB Us Bancorp \De\	$68.6B	$420 Million 0.08% of portfolio	9,957,689	Q1 2025 Reduced 80.0%
HBAN Huntington Bancshares Inc	$24B	$420 Million 0.08% of portfolio	27,987,808	Q1 2025 Reduced 56.89%
CFG Citizens Financial Group Inc	$24.4B	$284 Million 0.05% of portfolio	6,936,496	Q1 2025 Reduced 1.06%
CMA Comerica Inc	$8.55B	$275 Million 0.05% of portfolio	4,663,441	Q1 2025 Added 5.23%
COLB Columbia Banking System, Inc.	$1.92B	$191 Million 0.04% of portfolio	7,667,271	Q1 2025 Added 4.8%
OZK Bank Ozk	$6.23B	$189 Million 0.04% of portfolio	4,350,220	Q1 2025 Added 5.33%
MTB M&T Bank Corp	$34B	$184 Million 0.04% of portfolio	1,027,997	Q1 2025 Reduced 80.57%
KEY Keycorp	$17.5B	$150 Million 0.03% of portfolio	9,352,716	Q1 2025 Reduced 71.71%
IBOC International Bancshares Corp	$4.33B	$135 Million 0.03% of portfolio	2,141,959	Q1 2025 Added 3.07%
SSB South State Corp	$7.44B	$133 Million 0.03% of portfolio	1,437,262	Q1 2025 Added 38.21%
CATY Cathay General Bancorp	$3.52B	$128 Million 0.02% of portfolio	2,970,173	Q1 2025 Added 3.8%
CVBF Cvb Financial Corp	$2.91B	$99.6 Million 0.02% of portfolio	5,396,677	Q1 2025 Added 4.66%
PNFP Pinnacle Financial Partners Inc	$8.54B	$94.1 Million 0.02% of portfolio	887,022	Q1 2025 Reduced 2.88%
FCNCA First Citizens Bancshares Inc	$32B	$94 Million 0.02% of portfolio	50,701	Q1 2025 Added 6.24%
BANR Banner Corp	$2.23B	$91.8 Million 0.02% of portfolio	1,439,174	Q1 2025 Added 4.32%
WTFC Wintrust Financial Corp	$8.22B	$88.5 Million 0.02% of portfolio	787,350	Q1 2025 Reduced 1.67%
PB Prosperity Bancshares Inc	$6.65B	$84.2 Million 0.02% of portfolio	1,180,407	Q1 2025 Reduced 0.66%
UMBF Umb Financial Corp	$5.25B	$82.3 Million 0.02% of portfolio	813,757	Q1 2025 Added 44.34%
ONB Old National Bancorp	$6.53B	$77.3 Million 0.01% of portfolio	3,647,843	Q1 2025 Reduced 0.79%
WBS Webster Financial Corp	$10.8B	$74.6 Million 0.01% of portfolio	1,447,291	Q1 2025 Reduced 4.0%
WAL Western Alliance Bancorporation	$8.94B	$74.1 Million 0.01% of portfolio	964,235	Q1 2025 Reduced 0.52%
GBCI Glacier Bancorp, Inc.	$5.06B	$69.7 Million 0.01% of portfolio	1,576,404	Q1 2025 Reduced 2.24%
VLY Valley National Bancorp	$4.88B	$69.5 Million 0.01% of portfolio	7,817,098	Q1 2025 Added 2.69%
CFR Cullen/Frost Bankers, Inc.	$8.83B	$69.3 Million 0.01% of portfolio	553,118	Q1 2025 Reduced 0.36%
CADE Cadence Bank	$6.47B	$68.5 Million 0.01% of portfolio	2,256,878	Q1 2025 Added 0.09%
FHN First Horizon Corp	$12B	$68.5 Million 0.01% of portfolio	3,526,112	Q1 2025 Reduced 1.45%
CHCO City Holding CO	$1.91B	$68.1 Million 0.01% of portfolio	580,057	Q1 2025 Added 5.32%
OFG Ofg Bancorp	$2.12B	$67.6 Million 0.01% of portfolio	1,688,184	Q1 2025 Added 2.18%
SNV Synovus Financial Corp	$8.67B	$66.1 Million 0.01% of portfolio	1,413,153	Q1 2025 Reduced 72.34%
CBSH Commerce Bancshares Inc	$7.67B	$64.8 Million 0.01% of portfolio	1,040,569	Q1 2025 Reduced 1.41%
FCF First Commonwealth Financial Corp	$1.57B	$64.6 Million 0.01% of portfolio	4,159,706	Q1 2025 Added 5.13%
NWBI Northwest Bancshares, Inc.	$1.68B	$64 Million 0.01% of portfolio	5,322,805	Q1 2025 Added 5.01%
HOMB Home Bancshares Inc	$6.09B	$63.4 Million 0.01% of portfolio	2,242,307	Q1 2025 Added 3.48%
HWC Hancock Whitney Corp	$5.21B	$62.6 Million 0.01% of portfolio	1,193,200	Q1 2025 Reduced 2.89%
FFIN First Financial Bankshares Inc	$5.29B	$60.6 Million 0.01% of portfolio	1,685,749	Q1 2025 Reduced 1.17%
UBSI United Bankshares Inc	$4.99B	$60.1 Million 0.01% of portfolio	1,733,488	Q1 2025 Added 1.34%
LKFN Lakeland Financial Corp	$1.65B	$59.4 Million 0.01% of portfolio	999,033	Q1 2025 Added 5.57%
BPOP Popular, Inc.	$8.37B	$58.5 Million 0.01% of portfolio	633,312	Q1 2025 Reduced 6.52%
STBA S&T Bancorp Inc	$1.51B	$58.3 Million 0.01% of portfolio	1,574,596	Q1 2025 Added 5.46%
ZION Zions Bancorporation, National Association	$8.51B	$55.2 Million 0.01% of portfolio	1,107,552	Q1 2025 Reduced 77.32%
BKU Bank United, Inc.	$3B	$52.8 Million 0.01% of portfolio	1,532,861	Q1 2025 Reduced 6.24%
ASB Associated Banc Corp	$3.87B	$52.3 Million 0.01% of portfolio	2,321,120	Q1 2025 Added 3.23%
FNB Fnb Corp	$5.61B	$52.2 Million 0.01% of portfolio	3,884,135	Q1 2025 Reduced 1.43%
ABCB Ameris Bancorp	$4.64B	$51.5 Million 0.01% of portfolio	893,931	Q1 2025 Reduced 2.56%
SFBS Servis First Bancshares, Inc.	$4.53B	$44.6 Million 0.01% of portfolio	539,480	Q1 2025 Added 3.53%
UCBI United Community Banks Inc	$3.11B	$42.5 Million 0.01% of portfolio	1,452,922	Q1 2025 Added 0.3%

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