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Charles Schwab Trust’s American Tower AMT Stock Holding History

Charles Schwab Trust’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,157
Closed -$223K – 172
2025
Q3 		$223K Hold
1,157
– – 0.02% 170
2025
Q2 		$256K Sell
1,157
-78
-6% -$16.8K 0.02% 160
2025
Q1 		$269K Buy
1,235
+78
+7% +$15.3K 0.02% 155
2024
Q4 		$212K Hold
1,157
– – 0.02% 155
2024
Q3 		$269K Hold
1,157
– – 0.02% 136
2024
Q2 		$225K Buy
1,157
+107
+10% +$20K 0.02% 143
2024
Q1 		$207K Sell
1,050
-152
-13% -$30.3K 0.02% 151
2023
Q4 		$259K Buy
+1,202
New +$227K 0.03% 149
2023
Q3 		– Sell
-1,202
Closed -$222K – 165
2023
Q2 		$222K Hold
1,202
– – 0.03% 133
2023
Q1 		$246K Hold
1,202
– – 0.03% 128
2022
Q4 		$255K Hold
1,202
– – 0.03% 137
2022
Q3 		$258K Hold
1,202
– – 0.04% 132
2022
Q2 		$307K Sell
1,202
-30
-2% -$7.53K 0.06% 121
2022
Q1 		$310K Buy
1,232
+11
+0.9% +$2.68K 0.05% 129
2021
Q4 		$357K Hold
1,221
– – 0.06% 129
2021
Q3 		$324K Hold
1,221
– – 0.06% 147
2021
Q2 		$330K Hold
1,221
– – 0.06% 159
2021
Q1 		$293K Hold
1,221
– – 0.06% 157
2020
Q4 		$274K Buy
+1,221
New +$284K 0.07% 156
2020
Q1 		– Sell
-949
Closed -$218K – 140
2019
Q4 		$218K Hold
949
– – 0.08% 158
2019
Q3 		$210K Buy
+949
New +$207K 0.1% 139

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab Trust's AMT Position: Q4 2025 in Review

Charles Schwab Trust sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,157 shares — an estimated $223K sold.

Charles Schwab Trust first reported a position in AMT in Q3 2019 and held it in 21 quarters. The position peaked at $357K in Q4 2021. 1,780 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Charles Schwab Trust reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab Trust sold 1,157 American Tower shares in Q4 2025, an estimated $223K.
  • Charles Schwab Trust first reported a position in American Tower in Q3 2019 and held it in 21 quarters.
  • Charles Schwab Trust's American Tower position peaked at $357K in Q4 2021.
  • 1,780 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Charles Schwab Trust's 13F filing for Q4 2025, filed 9 Jan 2026.