CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CARL — Carlsmed, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in CARL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$151,813
-$55,358 QoQ
Shares Held
16,775
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $551,891,165 across 31 Health Information Services names. CARL ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
861,470 | $151,325,820 | |
| 2 | HQY |
Healthequity, Inc.
|
1,175,339 | $98,223,080 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,587,596 | $67,647,465 | |
| 4 | TEM |
Tempus AI, Inc.
|
780,392 | $35,289,326 | |
| 5 | WAY |
Waystar Holding Corp.
|
1,247,808 | $30,084,650 | |
| 6 | DOCS |
Doximity, Inc.
|
1,256,270 | $29,271,091 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,319,106 | $27,134,010 | |
| 8 | TXG |
10x Genomics, Inc.
|
1,127,056 | $23,927,398 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,813 | 16,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,171 | 16,775 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,617 | 16,775 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||