CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PRVA — Privia Health Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in PRVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,374,324
+$8,240,314 QoQ
Shares Held
1,374,828
+4.2% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 298 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRVA 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. PRVA ranks #6 (4.5% 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 | TXG |
10x Genomics, Inc.
|
1,087,150 | $41,681,331 | |
| 6 | PRVA |
Privia Health Group, Inc.
This page
|
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 PRVA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,374,324 | 1,374,828 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,134,010 | 1,319,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,333,175 | 1,279,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,806,911 | 1,277,386 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,741,243 | 1,206,141 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,768,526 | 1,192,362 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $22,167,217 | 1,133,873 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,379,519 | 1,064,224 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,363,871 | 999,072 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,137,421 | 925,851 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,635,170 | 852,591 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,923,388 | 822,756 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,913,966 | 686,096 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,942,892 | 396,338 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,646,741 | 380,746 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,447,908 | 365,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,661,607 | 228,764 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,030,608 | 225,612 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,286,322 | 165,687 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,316,093 | 140,751 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,102,827 | 137,544 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||