CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CZFS — Citizens Financial Services Inc
CIK 884546
SAN FRANCISCO, CA
Position in CZFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,803,138
+$502,920 QoQ
Shares Held
38,696
+2.9% QoQ
Ownership
0.805%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 87 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CZFS 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. CZFS ranks #164 (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 CZFS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,803,138 | 38,696 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,300,218 | 37,616 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,224,521 | 39,013 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,352,848 | 39,032 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,191,606 | 37,323 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,110,349 | 36,354 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $2,308,599 | 36,465 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,033,161 | 34,607 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,594,381 | 35,478 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,724,953 | 35,060 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,067,027 | 31,938 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,568,995 | 32,742 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,436,957 | 32,724 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,637,997 | 19,605 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||