CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CCB — Coastal Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in CCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,528,115
+$330,167 QoQ
Shares Held
110,026
+2.1% QoQ
Ownership
0.720%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCB 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. CCB ranks #131 (0.1% 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 CCB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,528,115 | 110,026 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,197,948 | 107,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,290,350 | 107,255 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,715,027 | 108,302 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,874,927 | 101,940 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,937,751 | 98,858 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $7,893,148 | 92,959 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,967,457 | 92,007 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,471,912 | 31,901 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,151,834 | 29,633 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,350,818 | 30,417 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,305,193 | 30,417 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,146,028 | 30,439 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,018,578 | 28,286 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,312,549 | 27,621 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,060,541 | 26,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,017,117 | 26,682 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,207,479 | 26,393 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,277,345 | 25,234 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $803,955 | 25,234 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $669,275 | 23,434 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $588,403 | 22,441 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $501,060 | 23,860 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $277,830 | 22,680 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $348,668 | 24,013 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $221,645 | 21,089 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||