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
TSBK Timberland Bancorp Inc	$274M	$674,000 0.0% of portfolio	22,379	Q1 2025 Added 4.54%
RRBI Red River Bancshares Inc	$437M	$673,000 0.0% of portfolio	13,043	Q3 2024 Added 2.75%
OBT Orange County Bancorp, Inc.	$152M	$651,000 0.0% of portfolio	27,844	Q1 2025 Added 100.0%
INBK First Internet Bancorp	$224M	$629,000 0.0% of portfolio	23,506	Q1 2025 Added 0.0%
FRST Primis Financial Corp.	$288M	$625,000 0.0% of portfolio	63,987	Q1 2025 Added 7.83%
USCB Uscb Financial Holdings, Inc.	$344M	$592,000 0.0% of portfolio	31,912	Q1 2025 Added 5.21%
PKBK Parke Bancorp, Inc.	$258M	$575,000 0.0% of portfolio	30,538	Q1 2025 Added 0.71%
JMSB John Marshall Bancorp, Inc.	$266M	$572,000 0.0% of portfolio	34,647	Q1 2025 Added 0.0%
FDBC Fidelity D & D Bancorp Inc	$243M	$570,000 0.0% of portfolio	13,705	Q1 2025 Added 5.25%
PCB Pcb Bancorp	$311M	$566,000 0.0% of portfolio	30,252	Q1 2025 Added 3.42%
BWFG Bankwell Financial Group, Inc.	$287M	$562,000 0.0% of portfolio	18,636	Q1 2025 Added 5.67%
NWFL Norwood Financial Corp	$198M	$559,000 0.0% of portfolio	23,165	Q1 2025 Added 12.8%
MVBF Mvb Financial Corp	$297M	$556,000 0.0% of portfolio	32,148	Q2 2024 Added 5.21%
BLFY Blue Foundry Bancorp	$255M	$539,000 0.0% of portfolio	58,601	Q1 2025 Added 0.23%
LCNB Lcnb Corp	$177M	$529,000 0.0% of portfolio	35,803	Q1 2025 Added 2.87%
PVBC Provident Bancorp, Inc.	$226M	$526,000 0.0% of portfolio	45,831	Q1 2025 Reduced 0.22%
FVCB Fvc Bankcorp, Inc.	$185M	$513,000 0.0% of portfolio	48,537	Q2 2024 Added 6.18%
GCBC Greene County Bancorp Inc	$212M	$489,000 0.0% of portfolio	20,321	Q1 2025 Added 6.29%
OVLY Oak Valley Bancorp	$229M	$488,000 0.0% of portfolio	19,583	Q1 2025 Reduced 5.72%
VABK Virginia National Bankshares Corp	$198M	$484,000 0.0% of portfolio	13,418	Q3 2024 Reduced 3.94%
BSVN Bank7 Corp.	$430M	$476,000 0.0% of portfolio	12,304	Q1 2025 Added 6.49%
ATLO Ames National Corp	$163M	$468,000 0.0% of portfolio	26,759	Q1 2025 Added 6.48%
ISTR Investar Holding Corp	$216M	$453,000 0.0% of portfolio	25,778	Q4 2024 Reduced 3.73%
CHMG Chemung Financial Corp	$248M	$444,000 0.0% of portfolio	9,344	Q4 2024 Added 0.25%
MYFW First Western Financial Inc	$233M	$443,000 0.0% of portfolio	22,554	Q3 2024 Added 7.59%
FFNW First Financial Northwest, Inc.	$206M	$441,000 0.0% of portfolio	19,492	Q2 2024 New
LNKB Linkbancorp, Inc.	$110M	$440,000 0.0% of portfolio	64,967	Q1 2025 Added 12.07%
ESSA Essa Bancorp, Inc.	$214M	$434,000 0.0% of portfolio	23,046	Q2 2023 New
BCBP Bcb Bancorp Inc	$144M	$433,000 0.0% of portfolio	43,931	Q1 2025 Added 0.59%
NKSH National Bankshares Inc	$173M	$433,000 0.0% of portfolio	16,268	Q3 2024 Added 3.5%
PBFS Pioneer Bancorp, Inc.	$322M	$363,000 0.0% of portfolio	31,074	Q1 2025 Reduced 3.07%
PEBK Peoples Bancorp Of North Carolina Inc	$166M	$339,000 0.0% of portfolio	12,473	Q3 2024 Reduced 1.13%
SBT Sterling Bancorp, Inc.	$246M	$270,000 0.0% of portfolio	55,854	Q1 2025 Added 0.1%
BRBS Blue Ridge Bankshares, Inc.	$71.6M	$132,000 0.0% of portfolio	40,597	Q4 2024 New
WNEB Western New England Bancorp, Inc.	$245M	$96,000 0.0% of portfolio	10,349	Q4 2023 Reduced 79.07%

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