CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UFPI — Ufp Industries Inc
CIK 884546
SAN FRANCISCO, CA
Position in UFPI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,196,372
-$2,527,226 QoQ
Shares Held
795,640
-1.9% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 384 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $242,863,720 across 4 Lumber & Wood Production names. UFPI ranks #2 (29.7% of the industry book) .
All Filings in UFPI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,196,372 | 795,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $74,723,598 | 811,155 | Shares | Sole | 2026-05-15 | |
| 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 | |
| 2024-06-30 | $85,773,520 | 765,835 | Shares | Sole | 2024-08-12 | |
| 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 | |
| 2023-06-30 | $55,312,288 | 569,936 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $44,591,332 | 561,109 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,201,901 | 570,371 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $40,721,475 | 564,322 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,714,172 | 538,805 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,970,101 | 543,936 | Shares | Sole | 2022-05-13 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||