Apple shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Charles Schwab Investment Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 7.3k | 171.48 |
2023-12-31 | $1.4M | 7.4k | 192.52 |
2023-09-30 | $1.3M | 7.5k | 171.22 |
2023-06-30 | $1.4M | 7.4k | 193.96 |
2023-03-31 | $1.1M | 6.7k | 164.91 |
2022-12-31 | $788k | 6.1k | 129.94 |
2022-09-30 | $984k | 7.1k | 138.14 |
2022-06-30 | $831k | 6.1k | 136.75 |
2022-03-31 | $1.1M | 6.1k | 174.56 |
2021-12-31 | $934k | 5.3k | 177.53 |
2021-09-30 | $758k | 5.4k | 141.47 |
2021-06-30 | $676k | 4.9k | 136.93 |
2021-03-31 | $633k | 5.2k | 122.13 |
2020-12-31 | $611k | 4.6k | 132.68 |
2020-09-30 | $656k | 5.7k | 115.78 |
2020-06-30 | $346k | 950 | 363.64 |
2019-12-31 | $205k | 699 | 293.28 |
2019-09-30 | $268k | 1.2k | 223.89 |
2019-06-30 | $200M | 1.0M | 197.92 |
2019-03-31 | $193M | 1.0M | 189.95 |
2018-12-31 | $158M | 999k | 157.74 |
2018-09-30 | $227M | 1.0M | 225.74 |
2018-06-30 | $191M | 1.0M | 185.11 |
2017-09-30 | $329k | 2.1k | 154.10 |
2016-06-30 | $223k | 2.3k | 95.63 |
More positions owned by Charles Schwab Investment Advisory
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