CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UNH — Unitedhealth Group Inc
CIK 884546
SAN FRANCISCO, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,242,187,288
+$2,609,110,965 QoQ
Shares Held
19,830,588
-4.7% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#10
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,192,160,819 across 11 Healthcare Plans names. UNH ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
19,830,588 | $8,242,187,288 | |
| 2 | CVS |
CVS HEALTH Corp
|
13,259,314 | $1,371,676,032 | |
| 3 | ELV |
Elevance Health, Inc.
|
1,803,703 | $697,546,060 | |
| 4 | CI |
Cigna Group
|
2,178,861 | $600,668,400 | |
| 5 | HUM |
Humana Inc
|
1,370,831 | $544,521,489 | |
| 6 | CNC |
Centene Corp
|
6,975,962 | $447,787,000 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
575,045 | $131,512,791 | |
| 8 | OSCR |
Oscar Health, Inc.
|
2,119,863 | $60,458,492 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,242,187,288 | 19,830,588 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,633,076,323 | 20,817,755 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,786,244,598 | 8,440,352 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,783,773,723 | 8,061,899 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,340,545,253 | 7,502,469 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,699,858,513 | 7,064,169 | Shares | Other | 2025-09-15 | |
| 2024-12-31 | $3,148,134,219 | 6,223,331 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $3,532,034,339 | 6,040,970 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,310,093,239 | 6,499,810 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,155,707,624 | 6,379,033 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $3,150,845,558 | 5,984,853 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,946,086,536 | 5,843,207 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,795,440,690 | 5,816,080 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,732,321,145 | 5,781,589 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,831,084,854 | 5,339,856 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,633,167,956 | 5,213,781 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,659,835,523 | 5,178,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,625,003,258 | 5,147,368 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,518,185,400 | 5,014,907 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,934,833,119 | 4,951,715 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,950,603,306 | 4,871,150 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,780,282,024 | 4,784,804 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,711,707,654 | 4,881,110 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,525,697,001 | 4,893,662 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,414,060,203 | 4,794,237 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $1,185,728,332 | 4,754,705 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||