CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SMBK — Smartfinancial Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SMBK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,814,983
+$1,060,706 QoQ
Shares Held
123,934
+1.9% QoQ
Ownership
0.725%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. SMBK ranks #153 (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 SMBK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,814,983 | 123,934 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,754,277 | 121,655 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,486,369 | 121,286 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,293,316 | 120,160 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,446,223 | 42,813 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,381,381 | 44,446 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,376,999 | 44,448 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,279,187 | 43,898 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,038,994 | 43,895 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $894,758 | 42,466 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,039,992 | 42,466 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $906,857 | 42,436 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $912,991 | 42,445 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $966,928 | 41,786 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,125,657 | 40,933 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $995,961 | 40,306 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $973,623 | 40,299 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $950,015 | 37,139 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $991,116 | 36,225 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $936,416 | 36,225 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $836,532 | 34,841 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $783,058 | 36,169 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $595,880 | 32,849 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $446,567 | 32,860 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $554,585 | 34,276 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $479,054 | 31,496 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||