CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in APO — Apollo Global Management, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in APO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$375,870,578
-$100,114,778 QoQ
Shares Held
3,373,457
+2.6% QoQ
Ownership
0.585%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99.99635388860744.ToString("F0")%
Shared 0.ToString("F0")%
None 0.003646111392556656.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $8,464,466,469 across 47 Asset Management names. APO ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,359,609 | $2,456,141,438 | |
| 2 | BLK |
BlackRock, Inc.
|
1,290,785 | $1,241,360,840 | |
| 3 | ARES |
Ares Management Corp
|
5,963,306 | $650,596,684 | |
| 4 | TROW |
Price T Rowe Group Inc
|
6,614,704 | $596,249,418 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,923,936 | $533,805,872 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,991,997 | $461,759,722 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
3,373,457 | $375,870,578 | |
| 8 | AMP |
Ameriprise Financial Inc
|
614,691 | $273,168,680 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,870,578 | 3,373,457 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $475,985,356 | 3,288,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $425,018,686 | 3,189,155 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $432,726,766 | 3,050,164 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $412,641,028 | 3,013,298 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $479,056,819 | 2,900,562 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $225,599,701 | 1,806,098 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $167,959,415 | 1,422,541 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $160,340,318 | 1,425,881 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $132,199,334 | 1,418,600 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $121,970,196 | 1,358,848 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $100,463,562 | 1,307,949 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $80,732,312 | 1,278,219 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $79,792,550 | 1,250,863 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $56,484,666 | 1,214,724 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $94,138,318 | 1,941,797 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $117,247,700 | 1,891,397 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||