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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in CASH — Pathward Financial, Inc.

CIK 884546 SAN FRANCISCO, CA

Position in CASH

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$23,863,403
+$4,354,449 QoQ
Shares Held
267,437
-2.7% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99.99214768337964.ToString("F0")% Shared 0.ToString("F0")% None 0.007852316620362926.ToString("F0")%

Common Shares in CASH Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,906,103,040 across 268 Banks - Regional names. CASH ranks #86 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CASH

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $23,863,403 267,437
2025-12-31 $19,508,954 274,774
2025-09-30 $21,117,273 285,330
2025-06-30 $23,339,846 294,993
2025-03-31 $23,037,828 315,803
2024-12-31 $24,388,458 331,455
2024-09-30 $21,678,542 328,413
2024-06-30 $18,480,287 326,680
2024-03-31 $15,908,570 315,146
2023-12-31 $16,269,464 307,377
2023-09-30 $14,002,049 303,798
2023-06-30 $13,911,013 300,065
2023-03-31 $12,360,036 297,904
2022-12-31 $12,785,548 296,993
2022-09-30 $8,984,039 272,574
2022-06-30 $9,429,138 243,836
2022-03-31 $12,536,094 228,261
2021-12-31 $13,356,680 223,880
2021-09-30 $11,592,674 220,897
2021-06-30 $11,100,576 219,249
2021-03-31 $9,835,622 217,074
2020-12-31 $8,087,766 221,219
2020-09-30 $4,312,852 224,394
2020-06-30 $4,420,779 243,301
2020-03-31 $4,653,357 214,243