CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PHR — Phreesia, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in PHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,047,171
-$4,201,515 QoQ
Shares Held
482,956
-0.9% QoQ
Ownership
0.781%
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 PHR 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. PHR ranks #15 (0.7% 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 PHR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,047,171 | 482,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,248,686 | 487,511 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,492,365 | 531,138 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,301,348 | 537,644 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,352,135 | 522,384 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $12,415,151 | 493,448 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,192,576 | 447,239 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,139,892 | 431,127 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,080,680 | 421,257 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,555,463 | 412,763 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,424,646 | 397,465 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,193,690 | 393,218 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,418,120 | 384,581 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,427,599 | 384,042 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,530,743 | 374,048 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,076,804 | 362,927 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,760,475 | 370,276 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,845,457 | 356,348 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,470,180 | 347,977 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,791,247 | 257,606 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,061,194 | 212,307 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,918,492 | 238,085 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,430,176 | 200,130 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,817,752 | 170,359 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,153,448 | 149,950 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||