Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

FIFISI
31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in FINANCIAL INSTITUTIONS INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 162,212 shares of FISI (FINANCIAL INSTITUTIONS INC), worth $6.3M as of 2026-Q2. The position was increased (+1.3% shares). FISI represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$6.3M

Current Shares

162,212

Total Value Change

+$1.3M

Total Shares Change

-33,127

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
162,212
+1.3%
$6.3M0.0%$38.97
27
2026-Q1
Decreased
160,181
-5.1%
$5.1M0.0%$31.65
0
2025-Q4
Increased
168,746
+0.5%
$5.3M0.0%$31.35
27
2025-Q3
Increased
167,972
+4.0%
$4.6M0.0%$26.84
28
2025-Q2
Increased
161,438
+0.7%
$4.1M0.0%$25.38
27
2025-Q1
Increased
160,338
+27.9%
$4M0.0%$24.19
33
2024-Q4
Increased
125,323
+0.7%
$3.4M0.0%$25.83
27
2024-Q3
Increased
124,428
+0.3%
$3.2M0.0%$23.82
26
2024-Q2
Increased
124,011
+1.7%
$2.4M0.0%$18.06
26
2024-Q1
Increased
121,952
+2.0%
$2.3M0.0%$17.29
27
2023-Q4
Decreased
119,602
-1.5%
$2.5M0.0%$19.25
0
2023-Q3
Increased
121,380
+8.6%
$2M0.0%$14.98
28
2023-Q2
Decreased
111,774
-0.5%
$1.8M0.0%$14.23
0
2023-Q1
Increased
112,383
+0.3%
$2.2M0.0%$16.48
26
2022-Q4
Increased
112,010
+1.3%
$2.7M0.0%$20.64
27
2022-Q3
Decreased
110,560
-10.2%
$2.7M0.0%$20.21
0
2022-Q2
Decreased
123,146
-32.3%
$3.2M0.0%$21.59
0
2022-Q1
Decreased
181,794
-23.6%
$5.5M0.0%$24.80
0
2021-Q4
Increased
237,780
+1.5%
$7.6M0.0%$25.84
28
2021-Q3
Decreased
234,269
-2.2%
$7.2M0.0%$25.13
0
2021-Q2
Increased
239,579
+7.7%
$7.2M0.0%$23.89
30
2021-Q1
Increased
222,366
+11.3%
$6.7M0.0%$23.67
30
2020-Q4
Increased
199,812
+1.5%
$4.5M0.0%$17.48
27
2020-Q3
Decreased
196,887
-0.7%
$3M0.0%$11.95
0
2020-Q2
Decreased
198,193
-6.4%
$3.7M0.0%$13.42
0
2020-Q1
Increased
211,725
+0.9%
$3.8M0.0%$14.00
27
2019-Q4
Increased
209,780
+0.9%
$6.7M0.0%$23.78
27
2019-Q3
Increased
207,821
+1.6%
$6.3M0.0%$22.56
28
2019-Q2
Increased
204,585
+0.2%
$6M0.0%$21.29
27
2019-Q1
Increased
204,110
+4.5%
$5.5M0.0%$19.67
28
2018-Q4
New
195,339
-
$5M0.0%$18.28
37

Other major holders of FISI: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used