CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MYFW — First Western Financial Inc
CIK 884546
SAN FRANCISCO, CA
Position in MYFW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$508,806
-$97,582 QoQ
Shares Held
20,700
-8.5% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MYFW 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. MYFW ranks #232 (0.0% 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 MYFW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $508,806 | 20,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $606,388 | 22,618 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $553,134 | 24,018 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $541,846 | 24,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $443,186 | 22,554 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $440,930 | 22,554 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $451,080 | 22,554 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $356,354 | 20,962 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $305,625 | 20,962 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $415,676 | 20,962 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $406,487 | 22,396 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $391,027 | 21,023 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $409,780 | 20,696 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $582,592 | 20,696 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $495,514 | 20,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $547,497 | 20,136 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $404,911 | 16,190 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $263,999 | 13,490 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $174,695 | 13,490 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $192,232 | 13,490 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||