CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OCFC — Oceanfirst Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in OCFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,006,702
+$5,738,693 QoQ
Shares Held
1,075,612
+27.1% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 229 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,044,020,058 across 262 Banks - Regional names. OCFC ranks #99 (0.2% 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 OCFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,006,702 | 1,075,612 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,268,009 | 846,342 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,046,013 | 838,218 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,468,775 | 766,578 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,566,829 | 656,833 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,753,483 | 632,186 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $13,285,128 | 733,985 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,287,623 | 768,565 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,412,987 | 844,115 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,732,619 | 897,783 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,485,027 | 834,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,061,627 | 695,344 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,179,475 | 651,695 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,620,408 | 628,810 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,321,773 | 626,907 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,558,291 | 620,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,940,332 | 571,894 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,322,415 | 513,553 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,481,818 | 472,154 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,842,265 | 412,997 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,531,958 | 409,403 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,790,813 | 408,973 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,383,646 | 396,331 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,393,873 | 394,001 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,988,884 | 396,420 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $5,857,759 | 368,181 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||