UnitedHealth shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Charles Schwab Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $240k | 484 | 494.99 |
| 2023-12-31 | $217k | 412 | 526.84 |
| 2023-09-30 | $217k | 430 | 504.53 |
| 2022-03-31 | $234k | 459 | 509.80 |
More positions owned by Charles Schwab Investment Advisory
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