Schwab U.S. Large-Cap Value Index Fund UNH Holdings History
Schwab U.S. Large-Cap Value Index Fund's UnitedHealth Group Inc Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 27,525.00 shares of UnitedHealth Group Inc(UNH), totaling $11.32 Mil. This investment constitutes 1.46% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2021Q4. And since then Schwab U.S. Large-Cap Value Index Fund has made 10 purchases of UNH, at an average price of $467.38, for a total of 52,331.00 shares. In addition, there have been 5 sales at an average price of $500.42 for 24,806.00 shares. Based on historical transaction data and UNH's current price of $304.10, Schwab U.S. Large-Cap Value Index Fund's estimated gain on his UNH holdings is $-3.67 Mil, reflecting a -15.02% gain to date.
Schwab U.S. Large-Cap Value Index Fund UNH ($304.10) Holding Chart
Schwab U.S. Large-Cap Value Index Fund UNH ($304.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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