CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OBT — Orange County Bancorp, Inc. /DE/
CIK 884546
SAN FRANCISCO, CA
Position in OBT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,048,592
+$123,001 QoQ
Shares Held
32,789
+1.1% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,902,215,819 across 267 Banks - Regional names. OBT ranks #189 (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 OBT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048,592 | 32,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $925,591 | 32,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $817,182 | 32,415 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $704,630 | 27,269 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $651,271 | 27,844 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $773,645 | 13,922 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $839,775 | 13,922 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $736,195 | 13,922 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $613,594 | 13,339 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $803,541 | 13,339 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $575,844 | 13,339 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $493,543 | 13,339 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||