CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CBU — Community Financial System, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in CBU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,639,859
+$5,161,864 QoQ
Shares Held
635,278
-0.6% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,044,020,058 across 262 Banks - Regional names. CBU ranks #66 (0.3% 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 CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,639,859 | 635,278 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,477,995 | 639,011 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,477,157 | 635,048 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,415,603 | 638,056 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,800,347 | 629,512 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $36,772,669 | 646,723 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $40,790,032 | 661,317 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,919,187 | 652,991 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,362,072 | 643,128 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $29,964,187 | 623,864 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $30,844,586 | 591,913 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,614,553 | 559,454 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,397,615 | 541,758 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,195,593 | 518,110 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,036,073 | 508,913 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $29,663,298 | 493,730 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,178,105 | 476,898 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $32,969,798 | 469,990 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,832,986 | 454,256 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,231,377 | 441,850 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $32,748,052 | 432,889 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $32,255,159 | 420,427 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $26,600,201 | 426,901 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,902,608 | 420,540 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $23,874,388 | 418,702 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $24,064,723 | 409,264 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||