Charles Schwab Investment Management Inc Surgery Partners, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $601 Billion
  • Q3 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Surgery Partners, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 930,665 shares of SGRY stock, worth $14.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
930,665
Previous 908,432 2.45%
Holding current value
$14.2 Million
Previous $20.2 Million 0.27%
% of portfolio
0.0%
Previous 0.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$21.01 - $23.84 $467,115 - $530,034
22,233 Added 2.45%
930,665 $20.1 Million
Q2 2025

Aug 12, 2025
BUY
$19.3 - $23.94 $339,988 - $421,727
17,616 Added 1.98%
908,432 $20.2 Million
Q1 2025

Sep 15, 2025
SELL
$19.85 - $25.87 $349,677 - $455,725
-17,616 Reduced 1.94%
890,816 $21.2 Million
Q1 2025

May 09, 2025
BUY
$19.85 - $25.87 $1.12 Million - $1.46 Million
56,399 Added 6.76%
890,816 $21.2 Million
Q4 2024

Feb 06, 2025
BUY
$19.61 - $33.03 $1.21 Million - $2.04 Million
61,671 Added 7.98%
834,417 $17.7 Million
Q3 2024

Nov 12, 2024
BUY
$23.08 - $33.69 $895,734 - $1.31 Million
38,810 Added 5.29%
772,746 $24.9 Million
Q2 2024

Aug 12, 2024
BUY
$23.04 - $28.88 $1.75 Million - $2.2 Million
76,143 Added 11.58%
733,936 $17.5 Million
Q1 2024

May 08, 2024
BUY
$27.52 - $35.07 $1.32 Million - $1.68 Million
47,919 Added 7.86%
657,793 $19.6 Million
Q4 2023

Feb 06, 2024
BUY
$22.32 - $35.51 $1.57 Million - $2.5 Million
70,401 Added 13.05%
609,874 $19.5 Million
Q3 2023

Nov 08, 2023
BUY
$28.3 - $44.54 $697,453 - $1.1 Million
24,645 Added 4.79%
539,473 $15.8 Million
Q2 2023

Aug 09, 2023
BUY
$34.13 - $45.09 $1.73 Million - $2.28 Million
50,583 Added 10.9%
514,828 $23.2 Million
Q1 2023

May 11, 2023
BUY
$26.3 - $35.94 $756,493 - $1.03 Million
28,764 Added 6.61%
464,245 $16 Million
Q4 2022

Feb 13, 2023
BUY
$22.3 - $29.78 $3.37 Million - $4.51 Million
151,309 Added 53.25%
435,481 $12.1 Million
Q3 2022

Nov 14, 2022
BUY
$23.4 - $39.38 $474,294 - $798,193
20,269 Added 7.68%
284,172 $6.65 Million
Q2 2022

Aug 15, 2022
BUY
$27.55 - $61.69 $228,940 - $512,643
8,310 Added 3.25%
263,903 $7.63 Million
Q1 2022

May 13, 2022
BUY
$41.21 - $56.74 $341,342 - $469,977
8,283 Added 3.35%
255,593 $14.1 Million
Q4 2021

Feb 11, 2022
BUY
$37.9 - $54.36 $1.33 Million - $1.9 Million
35,036 Added 16.51%
247,310 $13.2 Million
Q3 2021

Nov 16, 2021
SELL
$41.9 - $65.33 $68,967 - $107,533
-1,646 Reduced 0.77%
212,274 $8.99 Million
Q2 2021

Aug 16, 2021
BUY
$42.6 - $67.05 $1.1 Million - $1.73 Million
25,834 Added 13.74%
213,920 $14.3 Million
Q1 2021

May 17, 2021
BUY
$27.6 - $44.26 $1.32 Million - $2.11 Million
47,729 Added 34.01%
188,086 $8.33 Million
Q4 2020

Feb 16, 2021
BUY
$21.71 - $29.01 $93,613 - $125,091
4,312 Added 3.17%
140,357 $4.07 Million
Q3 2020

Nov 13, 2020
BUY
$11.18 - $23.75 $17,809 - $37,833
1,593 Added 1.18%
136,045 $2.98 Million
Q2 2020

Aug 14, 2020
BUY
$4.8 - $15.9 $15,028 - $49,782
3,131 Added 2.38%
134,452 $1.56 Million
Q1 2020

May 15, 2020
BUY
$4.68 - $19.55 $22,136 - $92,471
4,730 Added 3.74%
131,321 $858,000
Q4 2019

Feb 07, 2020
SELL
$7.09 - $15.99 $8,004 - $18,052
-1,129 Reduced 0.88%
126,591 $1.98 Million
Q3 2019

Nov 08, 2019
BUY
$5.52 - $8.89 $59,135 - $95,238
10,713 Added 9.16%
127,720 $944,000
Q2 2019

Aug 09, 2019
BUY
$7.94 - $11.89 $189,686 - $284,052
23,890 Added 25.66%
117,007 $953,000
Q1 2019

May 14, 2019
SELL
$9.93 - $14.02 $50,424 - $71,193
-5,078 Reduced 5.17%
93,117 $1.05 Million
Q4 2018

Feb 14, 2019
SELL
$9.79 - $16.07 $13,940 - $22,883
-1,424 Reduced 1.43%
98,195 $962,000
Q3 2018

Nov 13, 2018
SELL
$13.9 - $18.15 $42,395 - $55,357
-3,050 Reduced 2.97%
99,619 $1.64 Million
Q2 2018

Aug 08, 2018
BUY
$14.85 - $19.8 $49,539 - $66,052
3,336 Added 3.36%
102,669 $1.53 Million
Q1 2018

May 07, 2018
BUY
$12.65 - $17.4 $125,563 - $172,712
9,926 Added 11.1%
99,333 $1.7 Million
Q4 2017

Jan 17, 2018
SELL
$7.65 - $12.7 $435,422 - $722,858
-56,918 Reduced 38.9%
89,407 $1.08 Million
Q3 2017

Nov 13, 2017
BUY
$8.75 - $20.35 $1.28 Million - $2.98 Million
146,325
146,325 $1.52 Million

Others Institutions Holding SGRY

# of Institutions
235
Shares Held
144M
Call Options Held
4.35M
Put Options Held
2.02M
View Full List

About Surgery Partners, Inc.

SGRY Quotes by TradingView
  • Ticker SGRY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 89,935,296
  • Market Cap $1.37B
  • Description
  • Surgery Partners, Inc., through its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. Its surgical facilities comprise ambulatory surgery centers and surgical hospitals that offer non-emergency...
More about SGRY
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