CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AMAL — Amalgamated Financial Corp.
CIK 884546
SAN FRANCISCO, CA
Position in AMAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,724,235
+$853,924 QoQ
Shares Held
168,284
-4.8% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 196 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. AMAL ranks #138 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp \De\
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in AMAL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,724,235 | 168,284 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,870,311 | 176,751 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,859,343 | 182,933 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,049,085 | 185,970 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,599,432 | 179,469 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,868,461 | 238,903 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $8,117,512 | 242,531 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,083,414 | 162,047 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,388,906 | 50,690 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,131,624 | 47,151 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,303,464 | 48,384 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $852,114 | 49,484 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $771,563 | 47,953 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $844,131 | 47,718 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,084,170 | 47,056 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $865,762 | 38,393 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $758,859 | 38,365 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $689,077 | 38,346 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $626,627 | 37,366 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,200,121 | 75,861 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,913,940 | 122,453 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,031,495 | 122,453 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||