CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BBT — Beacon Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in BBT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,706,690
+$3,216,038 QoQ
Shares Held
1,090,223
-2.5% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,906,103,040 across 268 Banks - Regional names. BBT ranks #72 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
26,478,466 | $1,230,189,530 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,194,441 | $872,821,226 | |
| 3 | TFC |
Truist Financial Corp
|
17,700,985 | $813,714,279 | |
| 4 | RF |
Regions Financial Corp
|
25,571,718 | $667,933,274 | |
| 5 | USB |
US Bancorp \De\
|
10,440,090 | $542,989,080 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,049,835 | $432,360,384 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,679,483 | $400,568,593 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
10,439,791 | $286,363,467 |
All Filings in BBT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,706,690 | 1,090,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,490,652 | 1,118,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,190,239 | 1,062,431 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,104,333 | 523,336 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,636,874 | 484,357 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $12,034,618 | 423,307 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,985,393 | 407,924 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,401,352 | 412,340 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,472,171 | 413,271 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,985,728 | 361,890 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,123,083 | 355,266 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,167,065 | 345,734 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,213,540 | 327,755 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,054,353 | 336,266 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,106,297 | 333,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,300,377 | 335,098 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,264,969 | 354,331 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,183,332 | 463,712 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,412,742 | 460,072 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $13,408,533 | 489,184 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,609,834 | 475,351 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,796,259 | 455,389 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,249,172 | 420,294 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,818,297 | 346,488 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $4,410,581 | 296,809 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||