SEC 13F Intelligence

Charles Schwab Investment Management Inc / UNH

Charles Schwab Investment Management Inc’s Unitedhealth Group Inc Position

Does Charles Schwab Investment Management Inc own Unitedhealth Group Inc (UNH)? Yes — 20.82M shares worth $5.6B (+0.86% of its 13F portfolio) as of Q1 2026, up from 8.44M shares the prior filed quarter.

Position Value
$5.6B
Q1 2026
Shares
20.82M
% of Portfolio
+0.86%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.1BQ2 ’19: $1.1BQ3 ’19: $991MQ4 ’19: $1.4BQ4 ’19Q1 ’20: $1.2BQ2 ’20: $1.4BQ3 ’20: $1.5BQ4 ’20: $1.7BQ4 ’20Q1 ’21: $1.8BQ2 ’21: $2.0BQ3 ’21: $1.9BQ4 ’21: $2.5BQ4 ’21Q1 ’22: $2.6BQ2 ’22: $2.7BQ3 ’22: $2.6BQ4 ’22: $2.8BQ4 ’22Q1 ’23: $2.7BQ2 ’23: $2.8BQ3 ’23: $2.9BQ4 ’23: $3.1BQ4 ’23Q1 ’24: $3.1BQ2 ’24: $3.3BQ3 ’24: $3.5BQ4 ’24: $3.1BQ4 ’24Q1 ’25: $3.7BQ2 ’25: $2.3BQ3 ’25: $2.8BQ4 ’25: $2.8BQ4 ’25Q1 ’26: $5.6Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.82M$5.6B+0.86%
Q4 20258.44M$2.8B+0.43%
Q3 20258.06M$2.8B+0.44%
Q2 20257.50M$2.3B+0.40%
Q1 20257.07M$3.7B+0.69%
Q4 20246.22M$3.1B+0.58%
Q3 20246.04M$3.5B+0.67%
Q2 20246.50M$3.3B+0.63%
Q1 20246.38M$3.1B+0.72%
Q4 20235.98M$3.1B+0.80%
Q3 20235.84M$2.9B+0.84%
Q2 20235.82M$2.8B+0.79%
Q1 20235.78M$2.7B+0.83%
Q4 20225.34M$2.8B+0.91%
Q3 20225.21M$2.6B+0.94%
Q2 20225.18M$2.7B+0.93%
Q1 20225.15M$2.6B+0.79%
Q4 20215.01M$2.5B+0.74%
Q3 20214.95M$1.9B+0.63%
Q2 20214.87M$2.0B+0.65%
Q1 20214.78M$1.8B+0.65%
Q4 20204.88M$1.7B+0.68%
Q3 20204.89M$1.5B+0.70%
Q2 20204.79M$1.4B+0.69%
Q1 20204.75M$1.2B+0.70%
Q4 20194.68M$1.4B+0.74%
Q3 20194.56M$991M+0.58%
Q2 20194.44M$1.1B+0.66%
Q1 20194.47M$1.1B+0.71%
Q4 20184.24M$1.1B+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of UNH.