SEC 13F Intelligence

Charles Schwab Investment Management Inc / AAPL

Charles Schwab Investment Management Inc’s Apple Inc Position

Does Charles Schwab Investment Management Inc own Apple Inc (AAPL)? Yes — 102.34M shares worth $26.0B (+3.97% of its 13F portfolio) as of Q1 2026, up from 99.79M shares the prior filed quarter.

Position Value
$26.0B
Q1 2026
Shares
102.34M
% of Portfolio
+3.97%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $3.0BQ4 ’18Q1 ’19: $3.8BQ2 ’19: $4.0BQ3 ’19: $4.6BQ4 ’19: $6.0BQ4 ’19Q1 ’20: $5.2BQ2 ’20: $7.3BQ3 ’20: $9.1BQ4 ’20: $10.3BQ4 ’20Q1 ’21: $9.3BQ2 ’21: $10.5BQ3 ’21: $11.1BQ4 ’21: $14.1BQ4 ’21Q1 ’22: $14.1BQ2 ’22: $11.1BQ3 ’22: $11.1BQ4 ’22: $10.7BQ4 ’22Q1 ’23: $13.7BQ2 ’23: $16.1BQ3 ’23: $14.2BQ4 ’23: $16.4BQ4 ’23Q1 ’24: $14.9BQ2 ’24: $18.8BQ3 ’24: $22.1BQ4 ’24: $24.6BQ4 ’24Q1 ’25: $21.7BQ2 ’25: $20.6BQ3 ’25: $25.4BQ4 ’25: $27.1BQ4 ’25Q1 ’26: $26.0Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026102.34M$26.0B+3.97%
Q4 202599.79M$27.1B+4.22%
Q3 202599.80M$25.4B+4.06%
Q2 2025100.18M$20.6B+3.55%
Q1 202597.72M$21.7B+4.07%
Q4 202498.10M$24.6B+4.53%
Q3 202494.94M$22.1B+4.22%
Q2 202489.05M$18.8B+3.57%
Q1 202486.73M$14.9B+3.43%
Q4 202385.05M$16.4B+4.16%
Q3 202383.17M$14.2B+4.08%
Q2 202382.85M$16.1B+4.59%
Q1 202382.89M$13.7B+4.15%
Q4 202282.05M$10.7B+3.44%
Q3 202280.54M$11.1B+3.99%
Q2 202280.85M$11.1B+3.85%
Q1 202280.74M$14.1B+4.24%
Q4 202179.58M$14.1B+4.17%
Q3 202178.31M$11.1B+3.62%
Q2 202176.85M$10.5B+3.50%
Q1 202175.95M$9.3B+3.40%
Q4 202077.64M$10.3B+4.09%
Q3 202078.70M$9.1B+4.19%
Q2 202019.88M$7.3B+3.55%
Q1 202020.46M$5.2B+3.06%
Q4 201920.45M$6.0B+3.23%
Q3 201920.38M$4.6B+2.69%
Q2 201920.24M$4.0B+2.44%
Q1 201920.08M$3.8B+2.44%
Q4 201819.26M$3.0B+2.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of AAPL.