CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CARL — Carlsmed, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in CARL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$179,324
+$27,511 QoQ
Shares Held
17,276
+3.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 73 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $750,730,008 across 29 Health Information Services names. CARL ranks #27 (0.0% 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.
|
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 | PRVA |
Privia Health Group, Inc.
|
1,374,828 | $35,374,324 | |
| 6 | OMCL |
Omnicell, Inc.
|
639,443 | $26,549,673 | |
| 7 | WAY |
Waystar Holding Corp.
|
1,281,944 | $26,318,310 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
3,063,252 | $25,976,376 |
All Filings in CARL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,324 | 17,276 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||