CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SGRY — Surgery Partners, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SGRY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,170,880
+$4,972,460 QoQ
Shares Held
1,081,600
-2.3% QoQ
Ownership
0.826%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 187 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,497,402,803 across 40 Medical Care Facilities names. SGRY ranks #20 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,063,288 | $414,565,358 | |
| 2 | THC |
Tenet Healthcare Corp
|
646,593 | $120,964,617 | |
| 3 | ENSG |
Ensign Group, Inc
|
649,397 | $104,098,338 | |
| 4 | UHS |
Universal Health Services Inc
|
575,185 | $85,524,256 | |
| 5 | DVA |
Davita Inc.
|
365,569 | $81,331,791 | |
| 6 | CHE |
Chemed Corp
|
170,358 | $79,342,534 | |
| 7 | EHC |
Encompass Health Corp
|
688,264 | $69,569,724 | |
| 8 | ACHC |
Acadia Healthcare Company, Inc.
|
2,062,966 | $60,919,385 |
All Filings in SGRY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,170,880 | 1,081,600 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,198,420 | 1,107,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,305,511 | 990,648 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,139,590 | 930,665 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,194,443 | 908,432 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,156,880 | 890,816 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $17,664,607 | 834,417 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $24,913,331 | 772,746 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,460,337 | 733,936 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,621,965 | 657,793 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,509,869 | 609,874 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,779,585 | 539,473 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,162,111 | 514,828 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,002,525 | 464,245 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,132,500 | 435,481 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,649,624 | 284,172 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,632,074 | 263,903 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,070,394 | 255,593 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,208,827 | 247,310 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,987,681 | 212,274 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,251,350 | 213,920 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,324,686 | 188,086 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,071,756 | 140,357 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,979,385 | 136,045 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,555,609 | 134,452 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $857,526 | 131,321 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||