CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HSTM — Healthstream Inc
CIK 884546
SAN FRANCISCO, CA
Position in HSTM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,477,597
+$976,110 QoQ
Shares Held
237,710
-10.5% QoQ
Ownership
0.813%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 218 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSTM 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. HSTM ranks #14 (0.9% 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 HSTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,477,597 | 237,710 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,501,487 | 265,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,554,863 | 240,783 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,558,118 | 232,228 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,142,601 | 221,995 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,180,259 | 223,128 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $7,099,731 | 223,262 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,300,011 | 218,447 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,904,058 | 211,615 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,581,857 | 209,372 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,399,918 | 199,775 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,195,324 | 194,408 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,570,640 | 186,101 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,017,456 | 185,146 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,466,182 | 179,798 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,737,380 | 175,794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,707,503 | 170,774 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,656,654 | 183,567 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,698,142 | 178,230 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,987,753 | 174,519 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,912,829 | 175,835 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,876,235 | 173,511 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,713,520 | 170,033 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,374,971 | 168,160 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,729,657 | 168,534 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,834,874 | 160,120 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||