Charles Schwab
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Charles Schwab’s Apollo Global Management APO Stock Holding History

Charles Schwab’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$427M Buy
3,608,191
+234,734
+7% +$29.5M 0.06% 272
2026
Q1 		$376M Buy
3,373,457
+85,357
+3% +$10.6M 0.06% 272
2025
Q4 		$476M Buy
3,288,100
+98,945
+3% +$13.1M 0.07% 220
2025
Q3 		$425M Buy
3,189,155
+138,991
+5% +$19.7M 0.07% 237
2025
Q2 		$433M Buy
3,050,164
+36,866
+1% +$4.89M 0.07% 224
2025
Q1 		$413M Buy
3,013,298
+112,736
+4% +$17.3M 0.08% 218
2024
Q4 		$479M Buy
2,900,562
+1,094,464
+61% +$173M 0.09% 187
2024
Q3 		$226M Buy
1,806,098
+383,557
+27% +$44.3M 0.04% 338
2024
Q2 		$168M Sell
1,422,541
-3,340
-0.2% -$379K 0.03% 434
2024
Q1 		$160M Buy
1,425,881
+7,281
+0.5% +$768K 0.04% 415
2023
Q4 		$132M Buy
1,418,600
+59,752
+4% +$5.28M 0.03% 451
2023
Q3 		$122M Buy
1,358,848
+50,899
+4% +$4.28M 0.03% 430
2023
Q2 		$100M Buy
1,307,949
+29,730
+2% +$1.99M 0.03% 515
2023
Q1 		$80.7M Buy
1,278,219
+27,356
+2% +$1.83M 0.02% 583
2022
Q4 		$79.8M Buy
1,250,863
+36,139
+3% +$2.15M 0.03% 569
2022
Q3 		$56.5M Sell
1,214,724
-727,073
-37% -$39.9M 0.02% 688
2022
Q2 		$94.1M Buy
1,941,797
+50,400
+3% +$2.74M 0.03% 469
2022
Q1 		$117M Sell
1,891,397
-1,864,844
-50% -$123M 0.04% 452
2021
Q4 		$272M Buy
3,756,241
+568,855
+18% +$41M 0.08% 222
2021
Q3 		$196M Buy
3,187,386
+315,552
+11% +$19M 0.06% 274
2021
Q2 		$179M Buy
2,871,834
+346,494
+14% +$19.2M 0.06% 297
2021
Q1 		$119M Buy
2,525,340
+1,654,680
+190% +$80.5M 0.04% 388
2020
Q4 		$42.6M Buy
870,660
+13,848
+2% +$618K 0.02% 868
2020
Q3 		$38.3M Sell
856,812
-35,394
-4% -$1.7M 0.02% 800
2020
Q2 		$44.5M Buy
892,206
+51,300
+6% +$2.25M 0.02% 665
2020
Q1 		$28.2M Buy
840,906
+19,709
+2% +$846K 0.02% 777
2019
Q4 		$39.2M Buy
+821,197
New +$35M 0.02% 774

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Charles Schwab's APO Position: Q2 2026 in Review

Charles Schwab increased its Apollo Global Management (APO) stake by 7% in Q2 2026, buying an estimated $29.5M and bringing the position to 3,608,191 shares worth $427M. The position accounts for 0.06% of the portfolio, ranked #272.

Charles Schwab first reported a position in APO in Q4 2019 and has held it in 27 quarters since. The position peaked at $479M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Charles Schwab held 3,608,191 shares of Apollo Global Management worth $427M as of Q2 2026.
  • Charles Schwab bought 234,734 Apollo Global Management shares in Q2 2026, an estimated $29.5M.
  • Apollo Global Management made up 0.06% of Charles Schwab's portfolio in Q2 2026, its #272 holding.
  • Charles Schwab first reported a position in Apollo Global Management in Q4 2019 and has held it in 27 quarters since.
  • Charles Schwab's Apollo Global Management position peaked at $479M in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.