Charles Schwab holds 3.64M shares of Accendra Health (ACH) — 4.75% stake

Rhea-AI Filing Summary

Charles Schwab Investment Management Inc. filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 3,635,526 shares of Accendra Health Inc. common stock (CUSIP 690732102), representing 4.75% of the class as of 03/31/2026. The filing shows sole voting and sole dispositive power over the same 3,635,526 shares. The amendment is signed by Omar Aguilar on 05/13/2026.

Insights

Institutional Ownership Analyst

Large passive holding disclosed: 3,635,526 shares, 4.75% ownership.

The filing lists 3,635,526 shares and a 4.75% stake as of 03/31/2026. It is an amended Schedule 13G/A, which institutions commonly use to report passive or qualifying ownership.

Documented powers show sole voting and sole dispositive authority over 3,635,526 shares. Future disclosures may show changes if the holder crosses the 5% threshold or alters voting status.

Key Figures

Filing type: Amendment No. 1 to Schedule 13G/A Beneficial ownership: 3,635,526 shares Percent of class: 4.75%

3 metrics

Filing type Amendment No. 1 to Schedule 13G/A reporting beneficial ownership

Beneficial ownership 3,635,526 shares as of <date>03/31/2026</date>

Percent of class 4.75% reported in Item 4 of the amendment

Key Terms

Schedule 13G/A, Beneficially owned, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned financial

"Amount beneficially owned: 3,635,526"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 3,635,526"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 05:27 PM Learn about SEC filing dates

FAQ

What stake does Charles Schwab hold in Accendra Health (ACH)?

Charles Schwab Investment Management Inc. reports beneficial ownership of 3,635,526 shares, equal to 4.75% of Accendra Health's common stock as of 03/31/2026. The filing lists sole voting and dispositive power over those shares.

Is this filing an initial report or an amendment for ACH?

This submission is labeled Amendment No. 1 to a Schedule 13G/A. It updates prior reporting and is signed on 05/13/2026, reflecting the holder's reported position as of 03/31/2026.

Does Charles Schwab have voting control over the shares of ACH?

Yes. The filing states Charles Schwab has sole power to vote and sole power to dispose of 3,635,526 shares of Accendra Health common stock, per the ownership table in the amendment.

Does this Schedule 13G/A indicate Charles Schwab is a 5% owner of ACH?

No. The amendment explicitly categorizes the position as "Ownership of 5 Percent or Less of a Class" and reports a 4.75% stake, which is below the 5% reporting threshold stated in the filing.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

ACCENDRA HEALTH INC/VA/

(Name of Issuer)

Common Stock

(Title of Class of Securities)

690732102

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 690732102

1

Names of Reporting Persons

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 3,635,526.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,635,526.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.75 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: ACCENDRA HEALTH INC/VA/
(b)	Address of issuer's principal executive offices: 4435 WATERFRONT DRIVE, SUITE 300, GLEN ALLEN, VIRGINIA 23060
Item 2.
(a)	Name of person filing: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
(b)	Address or principal business office or, if none, residence: 425 Market Street, Suite 1700 San Francisco, CA 94105
(c)	Citizenship: DELAWARE
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 690732102
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3,635,526
(b)	Percent of class: 4.75 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,635,526
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,635,526
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Signature:	/s/ Omar Aguilar
Name/Title:	Omar Aguilar/Chief Executive Officer
Date:	05/13/2026