APPLE INC · CUSIP 037833100 · CIK 884546
As of 2026-06-30, CHARLES SCHWAB INVESTMENT MANAGEMENT INC reported 101.37M AAPL (shares), valued at $29.33B, or 3.90% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 0.95%; reported value increased 12.93%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.90% | 101,374,121 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 3.97% | 102,344,793 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 4.22% | 99,788,496 | SEC filing ↗Filed Feb 13, 2026Combination report |
| Q3 2025 | 4.06% | 99,802,666 | SEC filing ↗Filed Nov 10, 2025Combination report |
| Q2 2025 | 3.55% | 100,179,593 | SEC filing ↗Filed Aug 12, 2025Combination report |
| Q1 2025 | 4.06% | 97,546,367 | SEC filing ↗Filed Sep 15, 2025AmendedCombination report |
| Q4 2024 | 4.53% | 98,099,411 | SEC filing ↗Filed Feb 6, 2025Combination report |
| Q3 2024 | 4.22% | 94,942,731 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 3.57% | 89,048,990 | SEC filing ↗Filed Aug 12, 2024AmendedCombination report |
| Q1 2024 | 3.43% | 86,728,055 | SEC filing ↗Filed May 9, 2024Combination report |
| Q4 2023 | 4.16% | 85,048,638 | SEC filing ↗Filed Feb 6, 2024Combination report |
| Q3 2023 | 4.08% | 83,174,904 | SEC filing ↗Filed Nov 8, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.08% | 83,174,904 | $14.24B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 4.16% | 85,048,638 | $16.37B | Shares increased 2.25%; reported value increased 14.99%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 3.43% | 86,728,055 | $14.87B | Shares increased 1.97%; reported value decreased 9.17%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 3.57% | 89,048,990 | $18.76B | Shares increased 2.68%; reported value increased 26.11%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 4.22% | 94,942,731 | $22.12B | Shares increased 6.62%; reported value increased 17.95%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 4.53% | 98,099,411 | $24.57B | Shares increased 3.32%; reported value increased 11.05%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 4.06% | 97,546,367 | $21.67B | Shares decreased 0.56%; reported value decreased 11.80%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 15, 2025 |
| Q2 2025 | 3.55% | 100,179,593 | $20.55B | Shares increased 2.70%; reported value decreased 5.14%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 4.06% | 99,802,666 | $25.41B | Shares decreased 0.38%; reported value increased 23.64%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 4.22% | 99,788,496 | $27.13B | Shares decreased 0.01%; reported value increased 6.75%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 3.97% | 102,344,793 | $25.97B | Shares increased 2.56%; reported value decreased 4.26%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.90% | 101,374,121 | $29.33B | Shares decreased 0.95%; reported value increased 12.93%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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