CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MBWM — Mercantile Bank Corp
CIK 884546
SAN FRANCISCO, CA
Position in MBWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,279,274
+$1,186,751 QoQ
Shares Held
144,188
+2.7% QoQ
Ownership
0.834%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBWM 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. MBWM ranks #136 (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 MBWM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,279,274 | 144,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,092,523 | 140,446 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,411,152 | 133,288 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,001,290 | 133,362 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,165,614 | 132,851 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,598,764 | 128,885 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $8,451,409 | 189,962 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,583,285 | 196,324 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,623,549 | 187,911 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,637,031 | 198,416 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,037,275 | 199,041 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,052,456 | 195,809 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,294,091 | 191,676 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,935,367 | 161,392 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,720,029 | 111,112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,170,294 | 106,708 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,277,654 | 102,587 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,762,383 | 106,222 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,766,602 | 136,072 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,302,653 | 134,332 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,348,467 | 143,989 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,810,419 | 117,352 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,880,400 | 106,014 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,914,534 | 106,245 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,421,296 | 107,137 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,167,469 | 102,384 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||