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Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in COMMUNITY FINANCIAL SYSTEM I

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 639,011 shares of CBU (COMMUNITY FINANCIAL SYSTEM I), worth $37.5M as of 2026-Q1. The position was increased (+0.6% shares). CBU represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$37.5M

Current Shares

639,011

Total Value Change

+$7.1M

Total Shares Change

-4,117

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
639,011
+0.6%
$37.5M0.0%$61.13
29
2025-Q4
Decreased
635,048
-0.5%
$36.5M0.0%$57.89
0
2025-Q3
Increased
638,056
+1.4%
$37.4M0.0%$58.54
29
2025-Q2
Decreased
629,512
-2.7%
$35.8M0.0%$56.22
0
2025-Q1
Decreased
646,723
-2.2%
$36.8M0.0%$55.42
0
2024-Q4
Increased
661,317
+1.3%
$40.8M0.0%$59.97
29
2024-Q3
Increased
652,991
+1.5%
$37.9M0.0%$55.02
29
2024-Q2
Increased
643,128
+3.1%
$30.4M0.0%$45.04
30

Other major holders of CBU: BlackRock, Inc.

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