CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LKFN — Lakeland Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in LKFN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,070,002
+$8,191,405 QoQ
Shares Held
940,862
+8.2% QoQ
Ownership
3.78%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 256 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LKFN 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. LKFN ranks #48 (0.4% 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 LKFN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,070,002 | 940,862 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,878,597 | 869,268 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,867,180 | 1,049,197 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,356,285 | 1,033,587 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $62,889,896 | 1,023,432 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,382,521 | 999,033 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $65,066,212 | 946,280 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $58,801,276 | 902,968 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $53,876,386 | 875,754 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $56,963,242 | 858,915 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $17,165,359 | 263,434 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,909,992 | 250,948 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,605,401 | 239,188 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,492,515 | 231,362 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,489,687 | 225,979 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,468,411 | 212,449 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,086,998 | 197,034 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,888,542 | 190,254 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,226,132 | 177,516 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,338,340 | 173,194 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,646,090 | 172,714 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,918,046 | 172,251 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,487,491 | 382,372 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,402,249 | 373,841 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,186,297 | 347,420 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $5,830,314 | 158,648 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||