CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OPRX — OptimizeRx Corp
CIK 884546
SAN FRANCISCO, CA
Position in OPRX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$515,412
-$481,546 QoQ
Shares Held
82,072
+0.9% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPRX 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.
| # | 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 | 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 OPRX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,412 | 82,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $996,958 | 81,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,540,103 | 75,127 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $695,412 | 51,512 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $469,614 | 54,228 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $201,942 | 41,552 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $373,933 | 48,437 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $484,370 | 48,437 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $522,826 | 43,031 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $642,561 | 44,903 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $349,345 | 44,903 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $641,663 | 44,903 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $657,018 | 44,909 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $790,540 | 47,056 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $710,678 | 47,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,269,471 | 46,348 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,700,834 | 45,103 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,737,187 | 44,070 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,709,191 | 43,357 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,497,479 | 40,347 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,931,328 | 39,617 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,113,970 | 35,750 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $687,737 | 32,985 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $443,801 | 34,060 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $289,920 | 32,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||