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Showing 8 of 30 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in BEACON FINANCIAL CORP.

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.1M shares of BBT (BEACON FINANCIAL CORP.), worth $32.7M as of 2026-Q1. The position was decreased (-2.5% shares). BBT represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$32.7M

Current Shares

1.1M

Total Value Change

+$23.3M

Total Shares Change

+677,883

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-2.5%
$32.7M0.0%$29.83
0
2025-Q4
Increased
1.1M
+5.3%
$29.5M0.0%$26.21
30
2025-Q3
Increased
1.1M
+103.0%
$25.2M0.0%$23.14
46
2025-Q2
Increased
523,336
+8.1%
$13.1M0.0%$24.33
30
2025-Q1
Increased
484,357
+14.4%
$12.6M0.0%$25.21
32
2024-Q4
Increased
423,307
+3.8%
$12M0.0%$27.05
29
2024-Q3
Decreased
407,924
-1.1%
$11M0.0%$25.29
0
2024-Q2
Decreased
412,340
-0.2%
$9.4M0.0%$21.57
0

Other major holders of BBT: BlackRock, Inc., VANGUARD GROUP INC

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