CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in UTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,704,468 | 409,662 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $14,089,039 | 432,843 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $12,942,184 | 381,888 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $9,800,772 | 381,650 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $9,014,697 | 350,630 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $5,622,252 | 345,772 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $1,770,471 | 111,071 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,116,208 | 89,154 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $742,811 | 88,641 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $102,121 | 13,059 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $88,278 | 13,059 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $84,752 | 13,059 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $479,236 | 82,061 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $467,387 | 72,351 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $367,543 | 72,351 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $522,841 | 75,229 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $77,701 | 13,059 | Shares | Sole | 2020-05-15 |