Charles Schwab’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.71M | Buy |
152,908
+2,694
| +2% | +$111K | ﹤0.01% | 2336 |
|
|
2026
Q1 | $6.08M | Buy |
150,214
+19,266
| +15% | +$799K | ﹤0.01% | 2323 |
|
|
2025
Q4 | $5.13M | Buy |
130,948
+5,508
| +4% | +$215K | ﹤0.01% | 2444 |
|
|
2025
Q3 | $4.91M | Buy |
125,440
+1,872
| +2% | +$75.3K | ﹤0.01% | 2450 |
|
|
2025
Q2 | $4.94M | Buy |
123,568
+3,870
| +3% | +$152K | ﹤0.01% | 2341 |
|
|
2025
Q1 | $4.9M | Sell |
119,698
-1,066
| -0.9% | -$41.8K | ﹤0.01% | 2280 |
|
|
2024
Q4 | $4.49M | Buy |
120,764
+2,241
| +2% | +$91.3K | ﹤0.01% | 2377 |
|
|
2024
Q3 | $5.42M | Buy |
118,523
+2,178
| +2% | +$93.7K | ﹤0.01% | 2333 |
|
|
2024
Q2 | $4.55M | Buy |
116,345
+11,954
| +11% | +$437K | ﹤0.01% | 2399 |
|
|
2024
Q1 | $3.83M | Buy |
104,391
+2,130
| +2% | +$84.5K | ﹤0.01% | 2386 |
|
|
2023
Q4 | $4.42M | Buy |
102,261
+2,895
| +3% | +$118K | ﹤0.01% | 2365 |
|
|
2023
Q3 | $4.02M | Buy |
99,366
+2,167
| +2% | +$100K | ﹤0.01% | 2350 |
|
|
2023
Q2 | $4.62M | Buy |
97,199
+432
| +0.4% | +$19.9K | ﹤0.01% | 2263 |
|
|
2023
Q1 | $4.66M | Buy |
96,767
+1,769
| +2% | +$91.3K | ﹤0.01% | 2239 |
|
|
2022
Q4 | $4.53M | Buy |
94,998
+2,612
| +3% | +$126K | ﹤0.01% | 2261 |
|
|
2022
Q3 | $3.99M | Buy |
92,386
+1,480
| +2% | +$75.6K | ﹤0.01% | 2335 |
|
|
2022
Q2 | $4.84M | Sell |
90,906
-1,969
| -2% | -$104K | ﹤0.01% | 2203 |
|
|
2022
Q1 | $5.42M | Sell |
92,875
-9,794
| -10% | -$568K | ﹤0.01% | 2240 |
|
|
2021
Q4 | $6.11M | Buy |
102,669
+1,986
| +2% | +$116K | ﹤0.01% | 2249 |
|
|
2021
Q3 | $5.57M | Buy |
100,683
+504
| +0.5% | +$29.7K | ﹤0.01% | 2326 |
|
|
2021
Q2 | $6.17M | Sell |
100,179
-59,910
| -37% | -$4.05M | ﹤0.01% | 2243 |
|
|
2021
Q1 | $10.9M | Buy |
160,089
+4,533
| +3% | +$298K | ﹤0.01% | 1915 |
|
|
2020
Q4 | $10M | Buy |
155,556
+437
| +0.3% | +$26.5K | ﹤0.01% | 1869 |
|
|
2020
Q3 | $8.84M | Buy |
155,119
+17,959
| +13% | +$1.21M | ﹤0.01% | 1776 |
|
|
2020
Q2 | $10.9M | Sell |
137,160
-53,449
| -28% | -$5.03M | 0.01% | 1598 |
|
|
2020
Q1 | $19.2M | Buy |
190,609
+5,354
| +3% | +$590K | 0.01% | 1043 |
|
|
2019
Q4 | $21.7M | Buy |
185,255
+5,115
| +3% | +$582K | 0.01% | 1149 |
|
|
2019
Q3 | $18.5M | Buy |
180,140
+5,727
| +3% | +$539K | 0.01% | 1194 |
|
|
2019
Q2 | $14.8M | Buy |
174,413
+5,018
| +3% | +$412K | 0.01% | 1353 |
|
|
2019
Q1 | $12.8M | Buy |
169,395
+6,794
| +4% | +$484K | 0.01% | 1430 |
|
|
2018
Q4 | $9.98M | Sell |
162,601
-33
| -0% | -$2.24K | 0.01% | 1459 |
|
|
2018
Q3 | $12.1M | Buy |
162,634
+8,111
| +5% | +$571K | 0.01% | 1503 |
|
|
2018
Q2 | $9.89M | Buy |
154,523
+8,754
| +6% | +$539K | 0.01% | 1611 |
|
|
2018
Q1 | $8.76M | Buy |
145,769
+6,384
| +5% | +$399K | 0.01% | 1586 |
|
|
2017
Q4 | $10.5M | Buy |
139,385
+6,603
| +5% | +$495K | 0.01% | 1445 |
|
|
2017
Q3 | $10M | Buy |
132,782
+5,661
| +4% | +$436K | 0.01% | 1428 |
|
|
2017
Q2 | $10.1M | Buy |
127,121
+8,726
| +7% | +$629K | 0.01% | 1344 |
|
|
2017
Q1 | $7.64M | Buy |
118,395
+13,592
| +13% | +$860K | 0.01% | 1494 |
|
|
2016
Q4 | $6.88M | Sell |
104,803
-496
| -0.5% | -$29.8K | 0.01% | 1528 |
|
|
2016
Q3 | $6.64M | Buy |
105,299
+6,219
| +6% | +$375K | 0.01% | 1454 |
|
|
2016
Q2 | $5.67M | Buy |
99,080
+14,136
| +17% | +$780K | 0.01% | 1487 |
|
|
2016
Q1 | $4.78M | Buy |
84,944
+2,168
| +3% | +$111K | 0.01% | 1545 |
|
|
2015
Q4 | $4.14M | Buy |
82,776
+4,013
| +5% | +$201K | 0.01% | 1648 |
|
|
2015
Q3 | $3.7M | Sell |
78,763
-3,092
| -4% | -$147K | 0.01% | 1665 |
|
|
2015
Q2 | $3.8M | Buy |
81,855
+10,595
| +15% | +$528K | 0.01% | 1729 |
|
|
2015
Q1 | $4.01M | Buy |
71,260
+3,292
| +5% | +$172K | 0.01% | 1658 |
|
|
2014
Q4 | $3.27M | Buy |
67,968
+13,242
| +24% | +$624K | ﹤0.01% | 1723 |
|
|
2014
Q3 | $2.28M | Sell |
54,726
-1,815
| -3% | -$78.6K | ﹤0.01% | 1893 |
|
|
2014
Q2 | $2.46M | Sell |
56,541
-2,296
| -4% | -$98.5K | ﹤0.01% | 1877 |
|
|
2014
Q1 | $2.49M | Buy |
58,837
+6,954
| +13% | +$292K | ﹤0.01% | 1831 |
|
|
2013
Q4 | $2.08M | Buy |
51,883
+2,032
| +4% | +$85.9K | ﹤0.01% | 1899 |
|
|
2013
Q3 | $2.12M | Buy |
49,851
+6,054
| +14% | +$257K | ﹤0.01% | 1807 |
|
|
2013
Q2 | $1.92M | Buy |
+43,797
| New | +$2.25M | ﹤0.01% | 1785 |
|
Other funds holding UHT
Charles Schwab's UHT Position: Q2 2026 in Review
Charles Schwab increased its Universal Health Realty Income Trust (UHT) stake by 1.8% in Q2 2026, buying an estimated $111K and bringing the position to 152,908 shares worth $6.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2336.
Charles Schwab first reported a position in UHT in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.7M in Q4 2019. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.
- Charles Schwab held 152,908 shares of Universal Health Realty Income Trust worth $6.71M as of Q2 2026.
- Charles Schwab bought 2,694 Universal Health Realty Income Trust shares in Q2 2026, an estimated $111K.
- Universal Health Realty Income Trust made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2336 holding.
- Charles Schwab first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Universal Health Realty Income Trust position peaked at $21.7M in Q4 2019.
- 185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.