CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UTI — Universal Technical Institute Inc
CIK 884546
SAN FRANCISCO, CA
Position in UTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,919,999
+$5,099,217 QoQ
Shares Held
465,747
+13.4% QoQ
Ownership
0.845%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 262 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $350,797,446 across 17 Education & Training Services names. UTI ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAUR |
Laureate Education, Inc.
|
1,780,247 | $64,658,571 | |
| 2 | CVSA |
Covista Inc.
|
483,276 | $60,245,186 | |
| 3 | LRN |
Stride, Inc.
|
673,595 | $58,090,832 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
296,158 | $42,383,170 | |
| 5 | PRDO |
PERDOCEO EDUCATION Corp
|
848,598 | $27,155,136 | |
| 6 | STRA |
Strategic Education, Inc.
|
339,542 | $26,015,708 | |
| 7 | UTI |
Universal Technical Institute Inc
This page
|
465,747 | $19,919,999 | |
| 8 | XXI |
Twenty One Capital, Inc.
|
2,726,394 | $13,495,650 |
All Filings in UTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,919,999 | 465,747 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,820,782 | 410,548 | Shares | Sole | 2026-05-15 | |
| 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 | |
| 2024-06-30 | $1,825,214 | 116,034 | Shares | Sole | 2024-08-12 | |
| 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 | |
| 2023-06-30 | $612,509 | 88,641 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $664,502 | 90,041 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $600,277 | 89,327 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $473,753 | 87,087 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $605,294 | 84,894 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $115,572 | 13,059 | Shares | Sole | 2022-05-13 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||