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Charles Schwab Trust Co: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on UNH, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 19,830,588 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,830,588 shares
    Change vs previous 13F -987,167 shares

    1.1% of the 13F portfolio, value $8,242,777,944.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,817,755 shares
    Change vs previous 13F +12,377,403 shares

    0.86% of the 13F portfolio, value $5,633,029,995.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,440,352 shares
    Change vs previous 13F +378,453 shares

    0.43% of the 13F portfolio, value $2,786,247,842.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,061,899 shares
    Change vs previous 13F +559,430 shares

    0.44% of the 13F portfolio, value $2,783,766,443.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,502,469 shares
    Change vs previous 13F +437,677 shares

    0.4% of the 13F portfolio, value $2,340,345,524.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 7,502,469 shares
    • Charles Schwab Trust Co: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 7,064,792 shares
    Change vs previous 13F +840,690 shares

    0.69% of the 13F portfolio, value $3,699,806,507.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 7,064,169 shares
    • Charles Schwab Trust Co: 623 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,224,102 shares
    Change vs previous 13F +182,460 shares

    0.58% of the 13F portfolio, value $3,148,524,349.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6,223,331 shares
    • Charles Schwab Trust Co: 771 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,041,642 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,532,427,414.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6,040,970 shares
    • Charles Schwab Trust Co: 672 shares

    Acceptance time not in the bulk data set (spec §4.2).