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 657,793 shares of SGRY stock, worth $15.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
657,793
Previous 609,874 7.86%
Holding current value
$15.6 Million
Previous $19.5 Million 0.57%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Surgery Partners, Inc.


  • Ticker SGRY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 89,935,296
  • Market Cap $2.14B
  • 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
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.