CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in FISI — Financial Institutions Inc
CIK 884546
SAN FRANCISCO, CA
Position in FISI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,321,401
+$1,242,062 QoQ
Shares Held
162,212
+1.3% QoQ
Ownership
0.823%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 159 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FISI 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. FISI ranks #150 (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 FISI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,321,401 | 162,212 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,079,339 | 160,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,259,812 | 168,746 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,568,838 | 167,972 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,145,727 | 161,438 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,002,036 | 160,338 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $3,420,064 | 125,323 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,169,181 | 124,428 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,395,892 | 124,011 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,295,136 | 121,952 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,547,522 | 119,602 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,042,825 | 121,380 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,759,322 | 111,774 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,166,744 | 112,383 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,728,563 | 112,010 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,661,179 | 110,560 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,204,258 | 123,146 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,477,453 | 181,794 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,561,404 | 237,780 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,180,344 | 234,269 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,187,370 | 239,579 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,735,466 | 222,366 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,495,770 | 199,812 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,032,059 | 196,887 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,688,371 | 198,193 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,840,691 | 211,725 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||