Amalgamated Financial’s Charles Schwab SCHW Stock Holding History

Amalgamated Financial’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$31.9M	Buy	+378,684	New	+$33.3M	0.25%	63

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Amalgamated Financial's SCHW Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Charles Schwab (SCHW) in Q1 2022: 378,684 shares worth $31.9M. The stake represents 0.25% of the portfolio and ranks #63 among its holdings.

1,566 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

Amalgamated Financial held 378,684 shares of Charles Schwab worth $31.9M as of Q1 2022.
Charles Schwab was a new Amalgamated Financial position in Q1 2022.
Charles Schwab made up 0.25% of Amalgamated Financial's portfolio in Q1 2022, its #63 holding.
1,566 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.