CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in APO — Apollo Global Management, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$426,885,076
+$51,014,498 QoQ
Shares Held
3,608,191
+7.0% QoQ
Ownership
0.611%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#22
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. APO ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
23,500,355 | $2,765,286,772 | |
| 2 | BLK |
BlackRock, Inc.
|
1,378,163 | $1,325,186,413 | |
| 3 | TROW |
Price T Rowe Group Inc
|
7,163,538 | $814,422,634 | |
| 4 | ARES |
Ares Management Corp
|
6,748,327 | $751,156,277 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,502,068 | $700,792,888 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,438,163 | $499,114,599 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
3,608,191 | $426,885,076 | |
| 8 | STT |
State Street Corp
|
1,967,622 | $333,708,691 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,885,076 | 3,608,191 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||