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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

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Quarterly 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