Charles Schwab
AMPS

Charles Schwab’s Altus Power AMPS Stock Holding History

Charles Schwab’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-529,942
Closed -$2.62M – 3615
2025
Q1 		$2.62M Sell
529,942
-4,388
-0.8% -$19.9K ﹤0.01% 2528
2024
Q4 		$2.17M Sell
534,330
-5,218
-1% -$19.1K ﹤0.01% 2652
2024
Q3 		$1.72M Buy
539,548
+1,290
+0.2% +$4.6K ﹤0.01% 2753
2024
Q2 		$2.11M Buy
538,258
+36,083
+7% +$150K ﹤0.01% 2691
2024
Q1 		$2.4M Buy
502,175
+5,287
+1% +$31.5K ﹤0.01% 2541
2023
Q4 		$3.39M Buy
496,888
+10,199
+2% +$55.2K ﹤0.01% 2467
2023
Q3 		$2.56M Buy
486,689
+144,727
+42% +$886K ﹤0.01% 2526
2023
Q2 		$1.85M Sell
341,962
-55,552
-14% -$274K ﹤0.01% 2575
2023
Q1 		$2.18M Buy
397,514
+118,271
+42% +$830K ﹤0.01% 2505
2022
Q4 		$1.82M Buy
279,243
+6,613
+2% +$54K ﹤0.01% 2600
2022
Q3 		$3M Sell
272,630
-16,641
-6% -$159K ﹤0.01% 2459
2022
Q2 		$1.83M Buy
289,271
+85,229
+42% +$569K ﹤0.01% 2594
2022
Q1 		$1.52M Buy
+204,042
New +$1.6M ﹤0.01% 2733

Other funds holding AMPS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's AMPS Position: Q2 2025 in Review

Charles Schwab sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 529,942 shares — an estimated $2.62M sold.

Charles Schwab first reported a position in AMPS in Q1 2022 and held it in 13 quarters. The position peaked at $3.39M in Q4 2023. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

  • Charles Schwab reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 529,942 Altus Power shares in Q2 2025, an estimated $2.62M.
  • Charles Schwab first reported a position in Altus Power in Q1 2022 and held it in 13 quarters.
  • Charles Schwab's Altus Power position peaked at $3.39M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.