CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WSBF — Waterstone Financial, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in WSBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,286,059
+$96,974 QoQ
Shares Held
126,792
-4.1% QoQ
Ownership
0.702%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,906,103,040 across 268 Banks - Regional names. WSBF ranks #169 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
26,478,466 | $1,230,189,530 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,194,441 | $872,821,226 | |
| 3 | TFC |
Truist Financial Corp
|
17,700,985 | $813,714,279 | |
| 4 | RF |
Regions Financial Corp
|
25,571,718 | $667,933,274 | |
| 5 | USB |
US Bancorp De
|
10,440,090 | $542,989,080 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,049,835 | $432,360,384 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,679,483 | $400,568,593 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
10,439,791 | $286,363,467 |
All Filings in WSBF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,286,059 | 126,792 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,189,085 | 132,271 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,065,190 | 132,384 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,988,529 | 143,992 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,929,886 | 143,486 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,945,211 | 144,733 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,160,047 | 146,942 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,944,898 | 152,064 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,841,600 | 151,323 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,104,198 | 148,183 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,685,883 | 153,962 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,120,104 | 146,315 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,277,110 | 150,503 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,604,153 | 151,053 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,419,588 | 149,727 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,594,737 | 152,184 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,159,053 | 163,343 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,557,474 | 162,739 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,276,514 | 159,908 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,885,517 | 146,771 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,916,425 | 142,822 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,667,001 | 141,711 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,242,208 | 144,752 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,358,919 | 159,064 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,257,509 | 155,262 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||