CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BWFG — Bankwell Financial Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,164,307
+$208,463 QoQ
Shares Held
19,818
+0.6% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 125 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWFG 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. BWFG ranks #196 (0.0% 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 BWFG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,307 | 19,818 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $955,844 | 19,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $926,434 | 20,219 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $894,690 | 20,219 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $728,490 | 20,219 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $562,434 | 18,636 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $549,361 | 17,636 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $528,198 | 17,636 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $447,425 | 17,636 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $413,898 | 15,956 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $481,552 | 15,956 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $387,252 | 15,956 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $389,007 | 15,956 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $385,727 | 15,516 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $449,925 | 15,288 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $429,605 | 14,758 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $458,235 | 14,758 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $431,712 | 16,019 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $313,171 | 16,019 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $226,668 | 16,019 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $254,702 | 16,019 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $244,449 | 16,019 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||