CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BTSG — BrightSpring Health Services, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BTSG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$131,796,674
+$64,149,209 QoQ
Shares Held
1,889,829
+19.0% QoQ
Ownership
0.955%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 433 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $792,411,339 across 30 Health Information Services names. BTSG ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,282,294 | $227,568,715 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
This page
|
1,889,829 | $131,796,674 | |
| 3 | HQY |
Healthequity, Inc.
|
1,188,902 | $107,381,628 | |
| 4 | TEM |
Tempus AI, Inc.
|
852,916 | $49,409,423 | |
| 5 | TXG |
10x Genomics, Inc.
|
1,087,150 | $41,681,331 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,374,828 | $35,374,324 | |
| 7 | OMCL |
Omnicell, Inc.
|
639,443 | $26,549,673 | |
| 8 | WAY |
Waystar Holding Corp.
|
1,281,944 | $26,318,310 |
All Filings in BTSG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,796,674 | 1,889,829 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $67,647,465 | 1,587,596 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,982,417 | 1,334,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,427,526 | 1,097,007 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,176,799 | 728,139 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,940,638 | 494,231 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $7,680,410 | 450,993 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,464,117 | 440,335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,930,342 | 434,009 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,649,077 | 427,698 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||