CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AX — Axos Financial, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,230,852
+$10,938,080 QoQ
Shares Held
751,934
+2.7% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,746,979 across 262 Banks - Regional names. AX ranks #35 (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 AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,230,852 | 751,934 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $62,292,772 | 732,081 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,170,643 | 721,572 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $56,658,107 | 669,322 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,013,406 | 644,574 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,440,094 | 657,782 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $46,877,941 | 671,123 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42,308,304 | 672,842 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,941,267 | 681,387 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,923,694 | 683,266 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $33,491,148 | 613,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $22,817,275 | 602,675 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,891,843 | 580,422 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,254,991 | 575,704 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,538,995 | 563,553 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,149,362 | 530,218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,790,921 | 496,260 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,246,788 | 479,560 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $25,807,552 | 461,591 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,376,379 | 453,558 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $20,439,016 | 440,591 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,416,019 | 434,291 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,144,430 | 430,174 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,680,013 | 415,273 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,954,301 | 405,539 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $6,703,313 | 369,736 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||