Skip to content
Disclosery

Charles Schwab Trust Co: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on AMT, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 5,607,388 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,607,388 shares
    Change vs previous 13F +367,100 shares

    0.12% of the 13F portfolio, value $917,200,456.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,240,288 shares
    Change vs previous 13F +138,219 shares

    0.14% of the 13F portfolio, value $904,368,903.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,102,069 shares
    Change vs previous 13F -455,902 shares

    0.14% of the 13F portfolio, value $895,770,254.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,102,069 shares
    • Charles Schwab Trust Co: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,557,971 shares
    Change vs previous 13F -6,751 shares

    0.17% of the 13F portfolio, value $1,068,908,982.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,556,814 shares
    • Charles Schwab Trust Co: 1,157 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,564,722 shares
    Change vs previous 13F +208,135 shares

    0.21% of the 13F portfolio, value $1,229,914,856.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,563,565 shares
    • Charles Schwab Trust Co: 1,157 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 5,356,587 shares
    Change vs previous 13F +39,118 shares

    0.22% of the 13F portfolio, value $1,165,593,331.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,355,352 shares
    • Charles Schwab Trust Co: 1,235 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,317,469 shares
    Change vs previous 13F +107,345 shares

    0.18% of the 13F portfolio, value $975,276,995.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,316,312 shares
    • Charles Schwab Trust Co: 1,157 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,210,124 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,211,666,422.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,208,967 shares
    • Charles Schwab Trust Co: 1,157 shares

    Acceptance time not in the bulk data set (spec §4.2).