CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PFBC — Preferred Bank
CIK 884546
SAN FRANCISCO, CA
Position in PFBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,717,421
+$8,918,918 QoQ
Shares Held
439,652
+5.5% QoQ
Ownership
3.71%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFBC 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. PFBC ranks #59 (0.4% 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 PFBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,717,421 | 439,652 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,798,503 | 416,788 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,726,513 | 494,827 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $43,249,716 | 478,479 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $42,035,863 | 485,683 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,740,591 | 475,025 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $37,539,884 | 434,590 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,361,690 | 415,722 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,847,931 | 408,636 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,156,490 | 405,842 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,833,370 | 107,233 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,694,116 | 107,536 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,621,682 | 102,231 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,410,952 | 98,722 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,431,032 | 99,585 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,482,100 | 99,373 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,605,694 | 97,114 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,222,515 | 97,483 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,039,655 | 98,059 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,394,211 | 95,894 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,984,329 | 94,584 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,927,398 | 93,081 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,574,752 | 90,643 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,900,050 | 90,288 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,887,523 | 90,724 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,911,360 | 86,084 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||