SEC 13F Intelligence

Amalgamated Bank / SCHW

Amalgamated Bank’s Schwab Charles Corp Position

Does Amalgamated Bank own Schwab Charles Corp (SCHW)? Yes307.7K shares worth $29M (+0.22% of its 13F portfolio) as of Q1 2026, down from 318.3K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
307.7K
% of Portfolio
+0.22%
Quarters Held
29
currently held

Position History SCHW

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $7MQ3 ’19: $8MQ4 ’19: $9MQ1 ’20: $6MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $31MQ3 ’21: $30MQ4 ’21: $34MQ1 ’22: $32MQ1 ’22Q2 ’22: $25MQ3 ’22: $29MQ4 ’22: $34MQ1 ’23: $21MQ1 ’23Q2 ’23: $22MQ3 ’23: $21MQ4 ’23: $25MQ1 ’24: $22MQ1 ’24Q2 ’24: $22MQ3 ’24: $19MQ4 ’24: $21MQ1 ’25: $26MQ1 ’25Q2 ’25: $31MQ3 ’25: $31MQ4 ’25: $32MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026307.7K$29M+0.22%
Q4 2025318.3K$32M+0.23%
Q3 2025329.7K$31M+0.22%
Q2 2025334.6K$31M+0.24%
Q1 2025333.8K$26M+0.22%
Q4 2024288.4K$21M+0.18%
Q3 2024295.4K$19M+0.16%
Q2 2024303.3K$22M+0.19%
Q1 2024307.8K$22M+0.19%
Q4 2023358.5K$25M+0.20%
Q3 2023377.0K$21M+0.18%
Q2 2023380.5K$22M+0.17%
Q1 2023405.1K$21M+0.18%
Q4 2022408.2K$34M+0.30%
Q3 2022402.5K$29M+0.28%
Q2 2022392.9K$25M+0.23%
Q1 2022378.7K$32M+0.25%
Q4 2021405.3K$34M+0.25%
Q3 2021410.5K$30M+0.25%
Q2 2021431.9K$31M+0.25%
Q1 202176.7K$5M+0.19%
Q4 202079.5K$4M+0.16%
Q3 202065.7K$2M+0.10%
Q2 202066.8K$2M+0.10%
Q1 2020183.2K$6M+0.15%
Q4 2019189.7K$9M+0.17%
Q3 2019186.3K$8M+0.16%
Q2 2019164.0K$7M+0.15%
Q1 2019181.3K$8M+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amalgamated Bank’s full portfolio or all institutional holders of SCHW.