Charles Schwab · UNH Holdings Trend
UnitedHealth Group · SEC 13F
Charles Schwab Holdings of UNH by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 6.4M | $3.1B | — |
| 2024Q2 | 6.5M | $3.3B | +5.7% |
| 2024Q3 | 6.0M | $3.5B | +6.7% |
| 2024Q4 | 6.2M | $3.1B | -10.9% |
| 2025Q1 | 7.1M | $3.7B | +17.6% |
| 2025Q2 | 7.5M | $2.3B | -36.8% |
| 2025Q3 | 15.1M | $6.5B | +177.0% |
| 2025Q4 | 8.4M | $2.8B | -57.0% |
| 2026Q1 | 20.8M | $5.6B | +102.2% |
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Data source: SEC EDGAR Form 13F