CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AUB — Atlantic Union Bankshares Corp
CIK 884546
SAN FRANCISCO, CA
Position in AUB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,979,031
+$11,349,501 QoQ
Shares Held
1,772,135
-0.5% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. AUB ranks #33 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp \De\
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in AUB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,979,031 | 1,772,135 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,629,530 | 1,780,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,070,439 | 1,786,698 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,787,416 | 1,807,521 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $56,465,748 | 1,805,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,397,430 | 1,104,606 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $39,929,800 | 1,054,113 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $36,670,991 | 973,480 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,428,278 | 895,838 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,790,868 | 702,092 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,584,789 | 618,084 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $17,154,347 | 596,051 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,783,429 | 569,689 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,029,883 | 571,466 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,987,822 | 739,551 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,836,262 | 718,771 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,533,119 | 693,783 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $24,970,957 | 680,593 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,389,561 | 654,051 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,602,977 | 640,515 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $23,321,043 | 643,872 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,280,000 | 632,951 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,114,152 | 610,630 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,857,645 | 601,668 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,052,932 | 606,776 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $13,050,560 | 595,916 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||