Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$26,322,231
-$2,598,986 QoQ
Shares Held
285,274
-7.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#318
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMALGAMATED BANK holds $178,936,360 across 30 Capital Markets names. SCHW ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,581 | $51,156,105 | |
| 2 | MS |
Morgan Stanley
|
203,238 | $42,484,871 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
285,274 | $26,322,231 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
153,102 | $15,353,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
81,030 | $7,052,851 | |
| 6 | EVR |
Evercore Inc.
|
17,579 | $6,002,173 | |
| 7 | SF |
Stifel Financial Corp
|
67,703 | $4,723,638 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,849 | $3,591,013 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,322,231 | 285,274 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $28,921,217 | 307,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31,805,049 | 318,337 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,473,690 | 329,671 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $30,524,524 | 334,552 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $26,128,846 | 333,787 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,341,819 | 288,364 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,144,031 | 295,387 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $22,346,566 | 303,251 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,262,996 | 307,755 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $24,666,038 | 358,518 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,697,464 | 377,003 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $21,564,472 | 380,460 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $21,216,571 | 405,051 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $33,985,982 | 408,191 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $28,927,171 | 402,493 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $24,826,517 | 392,949 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $31,926,848 | 378,684 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $34,089,430 | 405,344 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $29,899,363 | 410,480 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $31,449,769 | 431,943 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,998,654 | 76,690 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,215,035 | 79,469 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,379,260 | 65,671 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,255,316 | 66,844 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,160,696 | 183,245 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||