UnitedHealth shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $393k | 672 | 584.56 |
| 2024-06-30 | $596k | 1.2k | 509.20 |
| 2024-03-31 | $607k | 1.2k | 494.70 |
| 2023-12-31 | $1.5M | 2.8k | 526.56 |
| 2023-09-30 | $1.2M | 2.4k | 504.19 |
| 2023-06-30 | $1.0M | 2.1k | 487.24 |
| 2023-03-31 | $982k | 2.1k | 472.59 |
| 2022-12-31 | $2.1M | 3.9k | 530.18 |
| 2022-09-30 | $2.0M | 3.9k | 504.98 |
| 2022-06-30 | $2.0M | 3.9k | 513.68 |
| 2022-03-31 | $2.1M | 4.0k | 510.03 |
| 2021-12-31 | $2.4M | 4.8k | 502.09 |
| 2021-09-30 | $1.8M | 4.7k | 390.79 |
| 2021-06-30 | $1.7M | 4.3k | 400.46 |
| 2021-03-31 | $1.5M | 4.1k | 367.16 |
| 2020-12-31 | $1.7M | 5.0k | 350.71 |
| 2020-09-30 | $1.5M | 4.9k | 311.70 |
| 2020-06-30 | $1.4M | 4.8k | 294.76 |
| 2020-03-31 | $1.2M | 4.9k | 249.28 |
| 2019-12-31 | $1.4M | 4.9k | 294.02 |
| 2019-09-30 | $380k | 1.8k | 217.14 |