Charles Schwab
PHR icon

Charles Schwab’s Phreesia PHR Stock Holding History

Charles Schwab’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.87M Sell
473,462
-9,494
-2% -$88.2K ﹤0.01% 2493
2026
Q1 		$4.05M Sell
482,956
-4,555
-0.9% -$60.2K ﹤0.01% 2490
2025
Q4 		$8.25M Sell
487,511
-43,627
-8% -$900K ﹤0.01% 2229
2025
Q3 		$12.5M Sell
531,138
-6,506
-1% -$177K ﹤0.01% 2006
2025
Q2 		$15.3M Buy
537,644
+15,260
+3% +$387K ﹤0.01% 1808
2025
Q1 		$13.4M Buy
522,384
+28,936
+6% +$787K ﹤0.01% 1822
2024
Q4 		$12.4M Buy
493,448
+46,209
+10% +$987K ﹤0.01% 1918
2024
Q3 		$10.2M Buy
447,239
+16,112
+4% +$377K ﹤0.01% 2020
2024
Q2 		$9.14M Buy
431,127
+9,870
+2% +$214K ﹤0.01% 2085
2024
Q1 		$10.1M Buy
421,257
+8,494
+2% +$211K ﹤0.01% 1976
2023
Q4 		$9.56M Buy
412,763
+15,298
+4% +$264K ﹤0.01% 2007
2023
Q3 		$7.42M Buy
397,465
+4,247
+1% +$114K ﹤0.01% 2074
2023
Q2 		$12.2M Buy
393,218
+8,637
+2% +$270K ﹤0.01% 1817
2023
Q1 		$12.4M Buy
384,581
+539
+0.1% +$19K ﹤0.01% 1762
2022
Q4 		$12.4M Buy
384,042
+9,994
+3% +$271K ﹤0.01% 1732
2022
Q3 		$9.53M Buy
374,048
+11,121
+3% +$278K ﹤0.01% 1867
2022
Q2 		$9.08M Sell
362,927
-7,349
-2% -$162K ﹤0.01% 1886
2022
Q1 		$9.76M Buy
370,276
+13,928
+4% +$427K ﹤0.01% 1971
2021
Q4 		$14.8M Buy
356,348
+8,371
+2% +$497K ﹤0.01% 1782
2021
Q3 		$21.5M Buy
347,977
+90,371
+35% +$6.03M 0.01% 1530
2021
Q2 		$15.8M Buy
257,606
+45,299
+21% +$2.36M 0.01% 1744
2021
Q1 		$11.1M Sell
212,307
-25,778
-11% -$1.62M ﹤0.01% 1904
2020
Q4 		$12.9M Buy
238,085
+37,955
+19% +$1.63M 0.01% 1700
2020
Q3 		$6.43M Buy
200,130
+29,771
+17% +$886K ﹤0.01% 1948
2020
Q2 		$4.82M Buy
170,359
+20,409
+14% +$532K ﹤0.01% 2053
2020
Q1 		$3.15M Buy
149,950
+47,129
+46% +$1.29M ﹤0.01% 2064
2019
Q4 		$2.74M Buy
102,821
+32,430
+46% +$896K ﹤0.01% 2316
2019
Q3 		$1.71M Buy
+70,391
New +$1.86M ﹤0.01% 2437

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Charles Schwab's PHR Position: Q2 2026 in Review

Charles Schwab reduced its Phreesia (PHR) stake by 2% in Q2 2026, selling an estimated $88.2K and leaving 473,462 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Charles Schwab first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $21.5M in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Charles Schwab held 473,462 shares of Phreesia worth $4.87M as of Q2 2026.
  • Charles Schwab sold 9,494 Phreesia shares in Q2 2026, an estimated $88.2K.
  • Phreesia made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2493 holding.
  • Charles Schwab first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Charles Schwab's Phreesia position peaked at $21.5M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.