CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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

CIK 884546 SAN FRANCISCO, CA

Position in ARI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,788,247

+$1,459,258 QoQ

Shares Held

2,157,978

-2.1% QoQ

Ownership

1.62%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.99499531505882.ToString("F0")% Shared 0.ToString("F0")% None 0.00500468494118105.ToString("F0")%

Real Estate · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $622,425,397 across 36 REIT - Mortgage names. ARI ranks #7 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	5,237,622	$110,775,705
2	AGNC	AGNC Investment Corp.	7,715,742	$77,388,892
3	RITM	Rithm Capital Corp.	7,012,403	$66,477,580
4	BXMT	Blackstone Mortgage Trust, Inc.	2,470,144	$47,303,257
5	STWD	Starwood Property Trust, Inc.	2,568,377	$44,227,451
6	ABR	Arbor Realty Trust Inc	3,346,334	$25,800,235
7	ARI	Apollo Commercial Real Estate Finance, Inc. This page	2,157,978	$22,788,247
8	DX	Dynex Capital Inc	1,647,894	$21,027,127

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.