CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SGRY — Surgery Partners, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SGRY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,198,420
-$2,107,091 QoQ
Shares Held
1,107,250
+11.8% QoQ
Ownership
0.847%
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 SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,540,651,742 across 41 Medical Care Facilities names. SGRY ranks #18 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,071,563 | $507,106,474 | |
| 2 | ENSG |
Ensign Group, Inc
|
780,231 | $157,216,546 | |
| 3 | THC |
Tenet Healthcare Corp
|
651,944 | $123,028,352 | |
| 4 | UHS |
Universal Health Services Inc
|
581,868 | $104,136,915 | |
| 5 | OPCH |
Option Care Health, Inc.
|
2,488,533 | $66,991,308 | |
| 6 | EHC |
Encompass Health Corp
|
687,767 | $66,527,701 | |
| 7 | CHE |
Chemed Corp
|
164,004 | $61,950,870 | |
| 8 | DVA |
Davita Inc.
|
383,642 | $58,961,938 |
All Filings in SGRY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||