CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WSFS — Wsfs Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,411,205
+$10,642,686 QoQ
Shares Held
735,191
+5.2% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSFS 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. WSFS ranks #49 (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 WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,411,205 | 735,191 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $45,768,519 | 699,183 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,477,477 | 696,551 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,152,400 | 707,443 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,143,005 | 711,691 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $38,803,168 | 748,085 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $39,347,227 | 740,584 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $36,760,424 | 720,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,938,324 | 722,092 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,533,147 | 676,410 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,482,237 | 641,895 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $22,386,253 | 613,322 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,112,067 | 586,216 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,443,943 | 570,166 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,613,971 | 564,931 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,122,553 | 562,259 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,105,265 | 551,391 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,398,063 | 544,789 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,042,286 | 399,886 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,957,434 | 388,958 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $17,856,782 | 383,275 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,684,426 | 395,349 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,685,249 | 416,338 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,392,208 | 422,403 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,221,900 | 391,007 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $8,426,398 | 338,138 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||