CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in UTL — Unitil Corp

CIK 884546 SAN FRANCISCO, CA

Position in UTL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,535,639

+$145,639 QoQ

Shares Held

256,892

+0.2% QoQ

Ownership

1.41%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 243 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $582,915,880 across 5 Utilities - Diversified names. UTL ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	4,222,746	$391,490,781
2	AES	Aes Corp	7,745,034	$113,542,197
3	AVA	Avista Corp	1,163,537	$47,600,298
4	AQN	Algonquin Power & Utilities Corp.	2,857,844	$16,746,965
5	UTL	Unitil Corp This page	256,892	$13,535,639

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,535,639	256,892	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$13,390,000	256,317	-4.4%	Shares	Sole	2026-05-15
2025-12-31	$12,992,334	268,215	+21.1%	Shares	Sole	2026-02-13
2025-09-30	$10,597,065	221,418	+15.6%	Shares	Sole	2025-11-10
2025-06-30	$9,988,289	191,530	+13.7%	Shares	Sole	2025-08-12
2025-03-31	$9,718,515	168,461	-2.2%	Shares	Sole	2025-09-15
2024-12-31	$9,332,168	172,212	-9.0%	Shares	Sole	2025-02-06
2024-09-30	$11,469,671	189,331	-8.4%	Shares	Sole	2024-11-12
2024-06-30	$10,703,905	206,679	-7.5%	Shares	Sole	2024-08-12
2024-03-31	$11,695,879	223,417	+4.9%	Shares	Sole	2024-05-09
2023-12-31	$11,200,669	213,062	+4.7%	Shares	Sole	2024-02-06
2023-09-30	$8,694,602	203,573	+5.0%	Shares	Sole	2023-11-08
2023-06-30	$9,834,038	193,927	+1.1%	Shares	Sole	2023-08-10
2023-03-31	$10,941,355	191,819	+0.6%	Shares	Sole	2023-05-12
2022-12-31	$9,790,448	190,624	-0.3%	Shares	Sole	2023-02-13
2022-09-30	$8,883,330	191,245	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$11,070,833	188,536	+3.4%	Shares	Sole	2022-08-15
2022-03-31	$9,097,663	182,391	+3.4%	Shares	Sole	2022-05-13
2021-12-31	$8,112,681	176,401	+3.7%	Shares	Sole	2022-02-11
2021-09-30	$7,273,926	170,031	+6.4%	Shares	Sole	2021-11-16
2021-06-30	$8,463,175	159,773	+6.3%	Shares	Sole	2021-08-16
2021-03-31	$6,867,526	150,307	+4.5%	Shares	Sole	2021-05-17
2020-12-31	$6,369,390	143,876	+3.6%	Shares	Sole	2021-02-16
2020-09-30	$5,365,279	138,853	-7.4%	Shares	Sole	2020-11-13
2020-06-30	$6,722,551	149,990	-24.2%	Shares	Sole	2020-08-20
2020-03-31	$10,354,441	197,906	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.