Charles Schwab Investment Management Inc Banks—Regional

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FULT Fulton Financial Corp	$3.44B	$42.8 Million 0.01% of portfolio	2,358,099	Q3 2024 Added 1.36%
WAFD Washington Federal Inc	$1.98B	$42.7 Million 0.01% of portfolio	1,225,248	Q3 2024 Added 7.37%
AX Axos Financial, Inc.	$4.35B	$42.3 Million 0.01% of portfolio	672,842	Q3 2024 Reduced 1.25%
UCBI United Community Banks Inc	$3.11B	$41 Million 0.01% of portfolio	1,401,538	Q3 2024 Added 3.06%
TCBI Texas Capital Bancshares Inc	$3.93B	$40.8 Million 0.01% of portfolio	570,839	Q3 2024 Added 1.81%
SFNC Simmons First National Corp	$2.9B	$40.2 Million 0.01% of portfolio	1,866,142	Q3 2024 Added 3.67%
SFBS Servis First Bancshares, Inc.	$4.87B	$39.6 Million 0.01% of portfolio	491,818	Q3 2024 Added 9.79%
FHB First Hawaiian, Inc.	$3.43B	$38.4 Million 0.01% of portfolio	1,661,154	Q3 2024 Added 0.7%
CBU Community Bank System, Inc.	$3.56B	$37.9 Million 0.01% of portfolio	652,991	Q3 2024 Added 1.53%
FBP First Bancorp	$3.9B	$37.8 Million 0.01% of portfolio	1,787,224	Q3 2024 Reduced 6.83%
GABC German American Bancorp, Inc.	$1.2B	$37 Million 0.01% of portfolio	954,536	Q3 2024 Added 3.56%
WSFS Wsfs Financial Corp	$3.39B	$36.8 Million 0.01% of portfolio	720,934	Q3 2024 Reduced 0.16%
AUB Atlantic Union Bankshares Corp	$2.81B	$36.7 Million 0.01% of portfolio	973,480	Q3 2024 Added 8.67%
SRCE 1 St Source Corp	$1.53B	$35.1 Million 0.01% of portfolio	586,372	Q3 2024 Added 0.32%
PFBC Preferred Bank	$1.24B	$33.3 Million 0.01% of portfolio	415,722	Q3 2024 Added 1.73%
PFS Provident Financial Services Inc	$1.44B	$33.3 Million 0.01% of portfolio	1,792,792	Q3 2024 Added 6.08%
FIBK First Interstate Bancsystem Inc	$3.48B	$33 Million 0.01% of portfolio	1,073,814	Q3 2024 Added 5.18%
EBC Eastern Bankshares, Inc.	$3.26B	$32.8 Million 0.01% of portfolio	2,000,042	Q3 2024 Added 19.7%
PPBI Pacific Premier Bancorp Inc	$2.45B	$32.5 Million 0.01% of portfolio	1,290,172	Q3 2024 Added 4.28%
FFBC First Financial Bancorp	$2.68B	$32.4 Million 0.01% of portfolio	1,282,349	Q3 2024 Added 1.86%
INDB Independent Bank Corp	$3.08B	$31 Million 0.01% of portfolio	523,659	Q3 2024 Added 4.58%
PRK Park National Corp	$2.75B	$30.1 Million 0.01% of portfolio	179,570	Q3 2024 Added 1.19%
CPF Central Pacific Financial Corp	$786M	$29.7 Million 0.01% of portfolio	1,007,005	Q3 2024 Reduced 0.96%
HOPE Hope Bancorp Inc	$1.46B	$29.5 Million 0.01% of portfolio	2,346,215	Q3 2024 Added 1.46%
PFC Premier Financial Corp	$1B	$29.2 Million 0.01% of portfolio	1,244,518	Q3 2024 Reduced 5.46%
FBMS First Bancshares Inc	$887M	$28.9 Million 0.01% of portfolio	898,647	Q3 2024 Added 4.31%
TRMK Trustmark Corp	$2.22B	$28.3 Million 0.01% of portfolio	888,124	Q3 2024 Reduced 2.06%
IBTX Independent Bank Group, Inc.	$2.5B	$28 Million 0.01% of portfolio	485,269	Q3 2024 Added 1.52%
TOWN Towne Bank (Va)	$2.54B	$27.7 Million 0.01% of portfolio	839,050	Q3 2024 Added 0.93%
HFWA Heritage Financial Corp	$897M	$27 Million 0.01% of portfolio	1,241,174	Q3 2024 Reduced 1.53%
FRME First Merchants Corp	$2.44B	$26.9 Million 0.01% of portfolio	722,148	Q3 2024 Added 0.75%
NBTB Nbt Bancorp Inc	$2.09B	$25.9 Million 0.01% of portfolio	585,636	Q3 2024 Added 1.26%
HTH Hilltop Holdings Inc.	$1.91B	$25.5 Million 0.0% of portfolio	794,060	Q3 2024 Added 2.58%
BOKF Bok Financial Corp	$7.44B	$25 Million 0.0% of portfolio	239,193	Q3 2024 Reduced 11.33%
WSBC Wesbanco Inc	$2.09B	$24.5 Million 0.0% of portfolio	821,331	Q3 2024 Reduced 2.73%
TBBK Bancorp, Inc.	$3.15B	$24.3 Million 0.0% of portfolio	454,619	Q3 2024 Reduced 1.94%
RNST Renasant Corp	$2.09B	$23.9 Million 0.0% of portfolio	734,744	Q3 2024 Added 21.86%
CUBI Customers Bancorp, Inc.	$1.9B	$23.7 Million 0.0% of portfolio	509,469	Q3 2024 Added 2.41%
SBCF Seacoast Banking Corp Of Florida	$1.67B	$22.6 Million 0.0% of portfolio	849,811	Q3 2024 Added 7.18%
CASH Meta Financial Group Inc	$2.33B	$21.7 Million 0.0% of portfolio	328,413	Q3 2024 Added 0.53%
EFSC Enterprise Financial Services Corp	$2.14B	$21.6 Million 0.0% of portfolio	421,874	Q3 2024 Added 0.86%
SASR Sandy Spring Bancorp Inc	$1.51B	$21.3 Million 0.0% of portfolio	679,924	Q3 2024 Added 1.66%
FBNC First Bancorp	$1.59B	$20.5 Million 0.0% of portfolio	493,847	Q3 2024 Added 3.08%
BANF Bancfirst Corp	$3.93B	$20.2 Million 0.0% of portfolio	192,320	Q3 2024 Added 16.13%
VBTX Veritex Holdings, Inc.	$1.44B	$19.3 Million 0.0% of portfolio	732,865	Q3 2024 Added 1.71%
BANC Banc Of California, Inc.	$955M	$18.2 Million 0.0% of portfolio	1,233,452	Q3 2024 Added 3.78%
BUSE First Busey Corp	$1.3B	$18.1 Million 0.0% of portfolio	694,444	Q3 2024 Added 1.18%
FBK Fb Financial Corp	$2.49B	$17.5 Million 0.0% of portfolio	373,345	Q3 2024 Added 4.13%
WABC Westamerica Bancorporation	$1.41B	$16.5 Million 0.0% of portfolio	334,297	Q3 2024 Added 7.35%
NBHC National Bank Holdings Corp	$1.6B	$15 Million 0.0% of portfolio	355,487	Q3 2024 Added 0.63%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.