CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WTFC — Wintrust Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$128,802,935
+$16,602,355 QoQ
Shares Held
801,412
-0.8% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 592 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTFC 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. WTFC ranks #16 (1.0% 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 WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,802,935 | 801,412 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $112,200,580 | 807,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $108,039,613 | 772,705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $102,854,228 | 776,610 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $96,348,949 | 777,133 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $99,860,784 | 800,744 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $87,132,333 | 802,841 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,079,633 | 589,282 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $60,573,758 | 580,264 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $51,843,076 | 558,955 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $40,744,556 | 539,663 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $37,268,148 | 513,194 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $36,444,725 | 499,585 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,353,692 | 489,277 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $38,915,660 | 477,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,128,542 | 438,285 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $38,488,353 | 414,165 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,593,648 | 402,925 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $31,988,465 | 398,015 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $29,682,354 | 392,468 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,002,368 | 382,617 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,304,961 | 397,855 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,554,538 | 388,378 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,121,054 | 507,131 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $15,985,798 | 486,482 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||