CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in TFIN — Triumph Financial, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in TFIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,248,638
+$4,875,169 QoQ
Shares Held
291,556
+0.1% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFIN 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. TFIN ranks #98 (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 TFIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,248,638 | 291,556 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,373,469 | 291,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,126,813 | 289,427 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,210,560 | 264,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,494,510 | 244,865 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,956,797 | 206,865 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $18,091,572 | 199,071 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,552,615 | 195,532 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,410,774 | 188,511 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,483,990 | 182,602 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,204,368 | 177,156 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,325,875 | 174,809 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,217,354 | 168,270 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,050,360 | 173,103 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,355,548 | 170,975 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,196,400 | 169,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,524,030 | 168,223 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,175,012 | 172,038 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,952,806 | 167,558 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,415,512 | 163,942 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,752,141 | 158,278 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,934,002 | 154,206 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,259,632 | 149,529 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,656,364 | 149,530 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,597,663 | 148,235 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,783,988 | 145,538 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||