Number of Shares
9,327.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
2.53%
Total Estimate Gain
$-637,776.60
% of Total Estimate Gain
-18.95%

Schwab Fundamental Global Real Estate Index Fund's American Tower Corp Holding Summary

As of 2025-02-28, SCHWAB CAPITAL TRUST held 9,327.00 shares of American Tower Corp(AMT), totaling $1.92 Mil. This investment constitutes 2.53% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding American Tower Corp(AMT) stock.

The initial trade took place in 2021Q4. And since then Schwab Fundamental Global Real Estate Index Fund has made 5 purchases of AMT, at an average price of $269.60, for a total of 12,482.00 shares. In addition, there have been 9 sales at an average price of $208.90 for 3,155.00 shares. Based on historical transaction data and AMT's current price of $221.75, Schwab Fundamental Global Real Estate Index Fund's estimated gain on his AMT holdings is $-637,776.60, reflecting a -18.95% gain to date.

Schwab Fundamental Global Real Estate Index Fund AMT ($221.75) Holding Chart

Schwab Fundamental Global Real Estate Index Fund AMT ($221.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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