Charles Schwab Investment Management Inc Unitedhealth Group Inc Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 7,502,469 shares of UNH stock, worth $2.74 Billion. This represents 0.42% of its overall portfolio holdings.

Number of Shares

7,502,469

Previous 7,070,385 6.11%

Holding current value

$2.74 Billion

Previous $3.7 Billion 36.8%

% of portfolio

0.42%

Previous 0.71%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$274.35 - $599.47 $119 Million - $259 Million	432,084 Added 6.11%	7,502,469 $2.34 Billion
Q1 2025 Sep 15, 2025	SELL	$461.52 - $548.18 $202 Million - $240 Million	-438,300 Reduced 5.84%	7,064,169 $3.7 Billion
Q1 2025 May 09, 2025	BUY	$461.52 - $548.18 $391 Million - $464 Million	847,054 Added 13.61%	7,070,385 $3.7 Billion
Q4 2024 Feb 06, 2025	BUY	$485.52 - $625.25 $88.5 Million - $114 Million	182,361 Added 3.02%	6,223,331 $3.15 Billion
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $224 Million - $277 Million	-458,840 Reduced 7.06%	6,040,970 $3.53 Billion
Q2 2024 Aug 12, 2024	BUY	$439.2 - $524.63 $53 Million - $63.4 Million	120,777 Added 1.89%	6,499,810 $3.31 Billion
Q1 2024 May 08, 2024	BUY	$472.6 - $545.42 $186 Million - $215 Million	394,180 Added 6.59%	6,379,033 $3.16 Billion
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $72.2 Million - $78.3 Million	141,646 Added 2.42%	5,984,853 $3.15 Billion
Q3 2023 Nov 08, 2023	BUY	$447.75 - $510.93 $12.1 Million - $13.9 Million	27,127 Added 0.47%	5,843,207 $2.95 Billion
Q2 2023 Aug 09, 2023	BUY	$458.49 - $526.23 $15.8 Million - $18.2 Million	34,491 Added 0.6%	5,816,080 $2.8 Billion
Q1 2023 May 11, 2023	BUY	$460.33 - $518.33 $203 Million - $229 Million	441,733 Added 8.27%	5,781,589 $2.73 Billion
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $62.9 Million - $70 Million	126,075 Added 2.42%	5,339,856 $2.83 Billion
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $17.7 Million - $19.4 Million	35,276 Added 0.68%	5,213,781 $2.63 Billion
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $14.1 Million - $17 Million	31,137 Added 0.6%	5,178,505 $2.66 Billion
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $60.4 Million - $69 Million	132,461 Added 2.64%	5,147,368 $2.63 Billion
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $24.5 Million - $31.9 Million	63,192 Added 1.28%	5,014,907 $2.52 Billion
Q3 2021 Nov 16, 2021	BUY	$390.74 - $429.71 $31.5 Million - $34.6 Million	80,565 Added 1.65%	4,951,715 $1.93 Billion
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $31.5 Million - $36.3 Million	86,346 Added 1.8%	4,871,150 $1.95 Billion
Q1 2021 May 17, 2021	SELL	$324.34 - $379.06 $31.2 Million - $36.5 Million	-96,306 Reduced 1.97%	4,784,804 $1.78 Billion
Q4 2020 Feb 16, 2021	SELL	$303.68 - $356.82 $3.81 Million - $4.48 Million	-12,552 Reduced 0.26%	4,881,110 $1.71 Billion
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $28.9 Million - $32.2 Million	99,425 Added 2.07%	4,893,662 $1.53 Billion
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $9.07 Million - $12.3 Million	39,532 Added 0.83%	4,794,237 $1.41 Billion
Q1 2020 May 15, 2020	BUY	$194.86 - $305.31 $14.9 Million - $23.3 Million	76,284 Added 1.63%	4,754,705 $1.19 Billion
Q4 2019 Feb 07, 2020	BUY	$215.36 - $295.97 $25.6 Million - $35.2 Million	118,843 Added 2.61%	4,678,421 $1.38 Billion
Q3 2019 Nov 08, 2019	BUY	$215.26 - $266.65 $25.9 Million - $32.1 Million	120,231 Added 2.71%	4,559,578 $991 Million
Q2 2019 Aug 09, 2019	SELL	$216.84 - $252.28 $6.4 Million - $7.44 Million	-29,505 Reduced 0.66%	4,439,347 $1.08 Billion
Q1 2019 May 14, 2019	BUY	$236.02 - $271.13 $53.6 Million - $61.6 Million	227,173 Added 5.36%	4,468,852 $1.1 Billion
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $19 Million - $23.4 Million	81,643 Added 1.96%	4,241,679 $1.06 Billion
Q3 2018 Nov 13, 2018	BUY	$246.98 - $269.65 $34.6 Million - $37.8 Million	140,151 Added 3.49%	4,160,036 $1.11 Billion
Q2 2018 Aug 08, 2018	BUY	$217.2 - $255.98 $23.5 Million - $27.7 Million	108,052 Added 2.76%	4,019,885 $986 Million
Q1 2018 May 07, 2018	BUY	$212.55 - $248.47 $10.6 Million - $12.4 Million	49,824 Added 1.29%	3,911,833 $837 Million
Q4 2017 Jan 17, 2018	BUY	$192.52 - $228.17 $21.1 Million - $25 Million	109,375 Added 2.91%	3,862,009 $851 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $716 Million - $750 Million	3,752,634	3,752,634 $735 Million

Others Institutions Holding UNH

# of Institutions

3,799

Shares Held

777M

Call Options Held

40.2M

Put Options Held

33.5M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $342B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

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Charles Schwab Investment Management Inc Unitedhealth Group Inc Transaction History