Charles Schwab
ALTR

Charles Schwab’s Altair Engineering Inc ALTR Stock Holding History

Charles Schwab’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-506,579
Closed -$55.3M – 3518
2024
Q4 		$55.3M Buy
506,579
+1,109
+0.2% +$114K 0.01% 1060
2024
Q3 		$48.3M Buy
505,470
+42,592
+9% +$3.87M 0.01% 1148
2024
Q2 		$45.4M Buy
462,878
+27,487
+6% +$2.42M 0.01% 1150
2024
Q1 		$37.5M Buy
435,391
+8,745
+2% +$743K 0.01% 1211
2023
Q4 		$35.9M Buy
426,646
+11,108
+3% +$773K 0.01% 1214
2023
Q3 		$26M Buy
415,538
+16,075
+4% +$1.08M 0.01% 1329
2023
Q2 		$30.3M Buy
399,463
+11,929
+3% +$853K 0.01% 1207
2023
Q1 		$27.9M Sell
387,534
-2,111
-0.5% -$125K 0.01% 1214
2022
Q4 		$17.7M Buy
389,645
+11,820
+3% +$553K 0.01% 1527
2022
Q3 		$16.7M Buy
377,825
+9,465
+3% +$496K 0.01% 1508
2022
Q2 		$19.3M Buy
368,360
+9,134
+3% +$499K 0.01% 1435
2022
Q1 		$23.1M Buy
359,226
+10,603
+3% +$669K 0.01% 1424
2021
Q4 		$27M Buy
348,623
+25,662
+8% +$1.92M 0.01% 1351
2021
Q3 		$22.3M Buy
322,961
+8,283
+3% +$591K 0.01% 1499
2021
Q2 		$21.7M Buy
314,678
+12,361
+4% +$811K 0.01% 1526
2021
Q1 		$18.9M Buy
302,317
+17,979
+6% +$1.1M 0.01% 1573
2020
Q4 		$16.5M Buy
284,338
+9,721
+4% +$490K 0.01% 1538
2020
Q3 		$11.5M Buy
274,617
+8,124
+3% +$327K 0.01% 1590
2020
Q2 		$10.6M Buy
266,493
+23,377
+10% +$794K 0.01% 1613
2020
Q1 		$6.44M Buy
243,116
+3,707
+2% +$127K ﹤0.01% 1714
2019
Q4 		$8.6M Buy
239,409
+8,796
+4% +$297K ﹤0.01% 1731
2019
Q3 		$7.98M Buy
230,613
+46,228
+25% +$1.72M ﹤0.01% 1732
2019
Q2 		$7.45M Sell
184,385
-149,229
-45% -$5.58M ﹤0.01% 1773
2019
Q1 		$12.3M Buy
333,614
+188,891
+131% +$6.35M 0.01% 1457
2018
Q4 		$3.99M Sell
144,723
-8,365
-5% -$276K ﹤0.01% 2017
2018
Q3 		$6.65M Buy
153,088
+22,577
+17% +$860K ﹤0.01% 1893
2018
Q2 		$4.46M Buy
130,511
+65,484
+101% +$2.14M ﹤0.01% 2063
2018
Q1 		$2.04M Buy
65,027
+11,426
+21% +$311K ﹤0.01% 2328
2017
Q4 		$1.28M Buy
+53,601
New +$1.19M ﹤0.01% 2446

Other funds holding ALTR

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Charles Schwab's ALTR Position: Q1 2025 in Review

Charles Schwab sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 506,579 shares — an estimated $55.3M sold.

Charles Schwab first reported a position in ALTR in Q4 2017 and held it in 29 quarters. The position peaked at $55.3M in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • Charles Schwab reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 506,579 Altair Engineering Inc shares in Q1 2025, an estimated $55.3M.
  • Charles Schwab first reported a position in Altair Engineering Inc in Q4 2017 and held it in 29 quarters.
  • Charles Schwab's Altair Engineering Inc position peaked at $55.3M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.