Charles Schwab Investment Management Inc Banks—Regional

Charles Schwab Investment Management Inc

$527 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AX Axos Financial, Inc.	$3.66B	$46.9 Million 0.01% of portfolio	671,123	Q4 2024 Reduced 0.26%
FULT Fulton Financial Corp	$2.71B	$45.8 Million 0.01% of portfolio	2,377,428	Q4 2024 Added 0.82%
TCBI Texas Capital Bancshares Inc	$3.29B	$44.8 Million 0.01% of portfolio	572,539	Q4 2024 Added 0.3%
SFBS Servis First Bancshares, Inc.	$3.77B	$44.2 Million 0.01% of portfolio	521,065	Q4 2024 Added 5.95%
FHB First Hawaiian, Inc.	$2.97B	$43.4 Million 0.01% of portfolio	1,670,929	Q4 2024 Added 0.59%
UCBI United Community Banks Inc	$3.11B	$42.4 Million 0.01% of portfolio	1,448,569	Q4 2024 Added 3.36%
SFNC Simmons First National Corp	$2.28B	$42 Million 0.01% of portfolio	1,895,477	Q4 2024 Added 1.57%
CBU Community Bank System, Inc.	$2.91B	$40.8 Million 0.01% of portfolio	661,317	Q4 2024 Added 1.28%
GABC German American Bancorp, Inc.	$1.07B	$40.4 Million 0.01% of portfolio	999,381	Q4 2024 Added 4.7%
AUB Atlantic Union Bankshares Corp	$1.91B	$39.9 Million 0.01% of portfolio	1,054,113	Q4 2024 Added 8.28%
WSFS Wsfs Financial Corp	$3.08B	$39.3 Million 0.01% of portfolio	740,584	Q4 2024 Added 2.73%
WAFD Washington Federal Inc	$1.86B	$39.3 Million 0.01% of portfolio	1,218,446	Q4 2024 Reduced 0.56%
PFBC Preferred Bank	$1.21B	$37.5 Million 0.01% of portfolio	434,590	Q4 2024 Added 4.54%
FIBK First Interstate Bancsystem Inc	$2.8B	$35.9 Million 0.01% of portfolio	1,106,782	Q4 2024 Added 3.07%
FFBC First Financial Bancorp	$2.22B	$35.1 Million 0.01% of portfolio	1,304,922	Q4 2024 Added 1.76%
INDB Independent Bank Corp	$2.6B	$35 Million 0.01% of portfolio	544,948	Q4 2024 Added 4.07%
EBC Eastern Bankshares, Inc.	$2.69B	$34.9 Million 0.01% of portfolio	2,020,834	Q4 2024 Added 1.04%
SRCE 1 St Source Corp	$1.39B	$34.6 Million 0.01% of portfolio	592,941	Q4 2024 Added 1.12%
PFS Provident Financial Services Inc	$1.2B	$34.5 Million 0.01% of portfolio	1,825,993	Q4 2024 Added 1.85%
FBMS First Bancshares Inc	$812M	$33.8 Million 0.01% of portfolio	967,043	Q4 2024 Added 7.61%
PPBI Pacific Premier Bancorp Inc	$1.87B	$33.5 Million 0.01% of portfolio	1,344,690	Q4 2024 Added 4.23%
PFC Premier Financial Corp	$997M	$32.1 Million 0.01% of portfolio	1,254,516	Q4 2024 Added 0.8%
TRMK Trustmark Corp	$2.07B	$31.6 Million 0.01% of portfolio	894,807	Q4 2024 Added 0.75%
PRK Park National Corp	$2.38B	$30.8 Million 0.01% of portfolio	179,695	Q4 2024 Added 0.07%
FBP First Bancorp	$3.48B	$30.8 Million 0.01% of portfolio	1,654,348	Q4 2024 Reduced 7.43%
HFWA Heritage Financial Corp	$795M	$30.6 Million 0.01% of portfolio	1,249,905	Q4 2024 Added 0.7%
IBTX Independent Bank Group, Inc.	$2.5B	$29.7 Million 0.01% of portfolio	490,073	Q4 2024 Added 0.99%
RNST Renasant Corp	$1.6B	$29.2 Million 0.01% of portfolio	817,844	Q4 2024 Added 11.31%
HOPE Hope Bancorp Inc	$1.16B	$29.2 Million 0.01% of portfolio	2,374,629	Q4 2024 Added 1.21%
FRME First Merchants Corp	$2.14B	$29.2 Million 0.01% of portfolio	731,413	Q4 2024 Added 1.28%
CPF Central Pacific Financial Corp	$689M	$29 Million 0.01% of portfolio	998,839	Q4 2024 Reduced 0.81%
TOWN Towne Bank (Va)	$2.31B	$28.8 Million 0.01% of portfolio	845,335	Q4 2024 Added 0.75%
NBTB Nbt Bancorp Inc	$1.77B	$28.4 Million 0.01% of portfolio	595,349	Q4 2024 Added 1.66%
WSBC Wesbanco Inc	$1.72B	$28.4 Million 0.01% of portfolio	872,035	Q4 2024 Added 6.17%
SBCF Seacoast Banking Corp Of Florida	$1.43B	$24.9 Million 0.0% of portfolio	903,477	Q4 2024 Added 6.32%
EFSC Enterprise Financial Services Corp	$1.85B	$24.6 Million 0.0% of portfolio	436,668	Q4 2024 Added 3.51%
BOKF Bok Financial Corp	$5.93B	$24.6 Million 0.0% of portfolio	230,908	Q4 2024 Reduced 3.46%
CASH Meta Financial Group Inc	$2.16B	$24.4 Million 0.0% of portfolio	331,455	Q4 2024 Added 0.93%
CUBI Customers Bancorp, Inc.	$1.5B	$23.8 Million 0.0% of portfolio	489,287	Q4 2024 Reduced 3.96%
HTH Hilltop Holdings Inc.	$1.86B	$23.7 Million 0.0% of portfolio	826,187	Q4 2024 Added 4.05%
TBBK Bancorp, Inc.	$2.58B	$23.5 Million 0.0% of portfolio	446,145	Q4 2024 Reduced 1.86%
SASR Sandy Spring Bancorp Inc	$1.25B	$23.1 Million 0.0% of portfolio	684,711	Q4 2024 Added 0.7%
FBNC First Bancorp	$1.37B	$22.3 Million 0.0% of portfolio	507,297	Q4 2024 Added 2.72%
BANF Bancfirst Corp	$3.83B	$21.9 Million 0.0% of portfolio	187,187	Q4 2024 Reduced 2.67%
VBTX Veritex Holdings, Inc.	$1.19B	$20.1 Million 0.0% of portfolio	741,274	Q4 2024 Added 1.15%
FBK Fb Financial Corp	$1.93B	$19.4 Million 0.0% of portfolio	376,288	Q4 2024 Added 0.79%
BANC Banc Of California, Inc.	$797M	$19.4 Million 0.0% of portfolio	1,252,528	Q4 2024 Added 1.55%
BUSE First Busey Corp	$1.14B	$16.7 Million 0.0% of portfolio	707,323	Q4 2024 Added 1.85%
SYBT Stock Yards Bancorp, Inc.	$2.09B	$15.9 Million 0.0% of portfolio	222,632	Q4 2024 Added 1.65%
NBHC National Bank Holdings Corp	$1.38B	$15.4 Million 0.0% of portfolio	357,049	Q4 2024 Added 0.44%

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