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Equibles

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in OBT — Orange County Bancorp, Inc. /DE/

CIK 884546 SAN FRANCISCO, CA
Back to OBT Full portfolio

Position in OBT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,387,010
+$338,418 QoQ
Shares Held
37,711
+15.0% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 111 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. OBT ranks #184 (0.0% 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 OBT

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,387,010 37,711
2026-03-31 $1,048,592 32,789
2025-12-31 $925,591 32,420
2025-09-30 $817,182 32,415
2025-06-30 $704,630 27,269
2025-03-31 $651,271 27,844
2024-12-31 $773,645 13,922
2024-09-30 $839,775 13,922
2024-06-30 $736,195 13,922
2024-03-31 $613,594 13,339
2023-12-31 $803,541 13,339
2023-09-30 $575,844 13,339
2023-06-30 $493,543 13,339