CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in UFPI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,294,430 | 804,991 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $74,542,007 | 797,326 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $78,558,785 | 790,648 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $82,448,737 | 770,261 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $86,965,912 | 772,001 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $101,010,837 | 769,841 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $93,628,692 | 761,147 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $94,609,332 | 753,559 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $76,724,121 | 749,259 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $44,558,602 | 484,280 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $32,184,111 | 473,435 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $34,736,554 | 467,266 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $34,623,462 | 456,533 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $26,471,130 | 476,528 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $26,930,179 | 476,556 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $24,150,581 | 487,792 | Shares | Sole | 2020-08-20 |