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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, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $242,863,720 across 4 Lumber & Wood Production names. UFPI ranks #2 (29.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UFPI
Ufp Industries Inc
This page
795,640 $72,196,372

All Filings in UFPI

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $72,196,372 795,640
2026-03-31 $74,723,598 811,155
2025-12-31 $73,294,430 804,991
2025-09-30 $74,542,007 797,326
2025-06-30 $78,558,785 790,648
2025-03-31 $82,448,737 770,261
2024-12-31 $86,965,912 772,001
2024-09-30 $101,010,837 769,841
2024-06-30 $85,773,520 765,835
2024-03-31 $93,628,692 761,147
2023-12-31 $94,609,332 753,559
2023-09-30 $76,724,121 749,259
2023-06-30 $55,312,288 569,936
2023-03-31 $44,591,332 561,109
2022-12-31 $45,201,901 570,371
2022-09-30 $40,721,475 564,322
2022-06-30 $36,714,172 538,805
2022-03-31 $41,970,101 543,936
2021-12-31 $44,558,602 484,280
2021-09-30 $32,184,111 473,435
2021-06-30 $34,736,554 467,266
2021-03-31 $34,623,462 456,533
2020-12-31 $26,471,130 476,528
2020-09-30 $26,930,179 476,556
2020-06-30 $24,150,581 487,792