CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in ARI — Apollo Commercial Real Estate Finance, Inc.

CIK 884546 SAN FRANCISCO, CA

Back to ARI Full portfolio

Position in ARI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,743,946

-$1,044,301 QoQ

Shares Held

2,035,950

-5.7% QoQ

Ownership

1.59%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 283 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ARI Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $643,526,642 across 33 REIT - Mortgage names. ARI ranks #8 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	5,427,809	$121,365,808
2	AGNC	AGNC Investment Corp.	8,146,540	$88,797,285
3	RITM	Rithm Capital Corp.	7,070,159	$66,388,793
4	STWD	Starwood Property Trust, Inc.	2,648,402	$43,380,824
5	BXMT	Blackstone Mortgage Trust, Inc.	2,336,409	$39,602,132
6	TWO-PC	Two Harbors Investment Corp.	1,263,989	$31,536,525
7	DX	Dynex Capital Inc	1,795,250	$23,535,727
8	ARI	Apollo Commercial Real Estate Finance, Inc. This page	2,035,950	$21,743,946

All Filings in ARI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,743,946	2,035,950	-5.7%	Shares	Sole	2026-08-14
2026-03-31	$22,788,247	2,157,978	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$21,328,989	2,203,408	-2.7%	Shares	Sole	2026-02-13
2025-09-30	$22,930,906	2,263,663	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$21,872,966	2,259,604	-2.9%	Shares	Sole	2025-08-12
2025-03-31	$22,265,265	2,326,569	+2.8%	Shares	Sole	2025-09-15
2024-12-31	$19,600,853	2,263,378	+7.7%	Shares	Sole	2025-02-06
2024-09-30	$19,310,845	2,101,289	-1.0%	Shares	Sole	2024-11-12
2024-06-30	$20,787,665	2,123,357	+3.3%	Shares	Sole	2024-08-12
2024-03-31	$22,900,420	2,055,693	+4.8%	Shares	Sole	2024-05-09
2023-12-31	$23,031,261	1,961,777	+6.5%	Shares	Sole	2024-02-06
2023-09-30	$18,656,643	1,841,722	+5.6%	Shares	Sole	2023-11-08
2023-06-30	$19,738,333	1,743,669	+3.4%	Shares	Sole	2023-08-10
2023-03-31	$15,704,340	1,686,825	+3.3%	Shares	Sole	2023-05-12
2022-12-31	$17,571,930	1,633,079	+3.6%	Shares	Sole	2023-02-13
2022-09-30	$13,089,315	1,577,026	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$15,678,082	1,501,732	+5.6%	Shares	Sole	2022-08-15
2022-03-31	$19,817,946	1,422,681	+4.8%	Shares	Sole	2022-05-13
2021-12-31	$17,870,332	1,357,928	+3.9%	Shares	Sole	2022-02-11
2021-09-30	$19,386,235	1,307,231	+3.1%	Shares	Sole	2021-11-16
2021-06-30	$20,215,317	1,267,418	+2.3%	Shares	Sole	2021-08-16
2021-03-31	$17,310,282	1,239,104	+5.4%	Shares	Sole	2021-05-17
2020-12-31	$13,136,299	1,176,034	-0.6%	Shares	Sole	2021-02-16
2020-09-30	$10,661,650	1,183,313	-0.8%	Shares	Sole	2020-11-13
2020-06-30	$11,706,891	1,193,363	+7.0%	Shares	Sole	2020-08-20
2020-03-31	$8,271,623	1,114,774	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.