CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LOB — Live Oak Bancshares, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in LOB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,611,266
-$417,525 QoQ
Shares Held
290,634
-0.5% QoQ
Ownership
0.628%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,906,103,040 across 268 Banks - Regional names. LOB ranks #116 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
26,478,466 | $1,230,189,530 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,194,441 | $872,821,226 | |
| 3 | TFC |
Truist Financial Corp
|
17,700,985 | $813,714,279 | |
| 4 | RF |
Regions Financial Corp
|
25,571,718 | $667,933,274 | |
| 5 | USB |
US Bancorp De
|
10,440,090 | $542,989,080 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,049,835 | $432,360,384 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,679,483 | $400,568,593 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
10,439,791 | $286,363,467 |
All Filings in LOB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,611,266 | 290,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,028,791 | 291,959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,378,559 | 294,678 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,537,014 | 286,477 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,488,127 | 280,875 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $11,232,279 | 284,002 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,207,750 | 278,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,490,917 | 270,705 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,889,069 | 262,324 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,795,010 | 259,231 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,418,495 | 256,252 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,582,393 | 250,186 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,973,891 | 245,133 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,373,390 | 244,152 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,307,586 | 238,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,816,559 | 230,645 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,890,753 | 233,656 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,657,795 | 225,201 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,993,382 | 219,918 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,746,360 | 216,040 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,963,946 | 203,883 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,757,509 | 184,524 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,523,634 | 178,588 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,628,254 | 181,134 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,074,135 | 166,330 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||