CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UTZ — Utz Brands, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in UTZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,362,018
+$797,002 QoQ
Shares Held
696,366
+20.8% QoQ
Ownership
0.484%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 235 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,841,977,120 across 39 Packaged Foods names. UTZ ranks #28 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
18,048,765 | $628,097,022 | |
| 2 | KHC |
Kraft Heinz Co
|
7,356,363 | $173,757,293 | |
| 3 | SJM |
J M SMUCKER Co
|
1,109,721 | $124,843,612 | |
| 4 | MZTI |
Marzetti Co
|
829,614 | $94,708,734 | |
| 5 | DAR |
Darling Ingredients Inc.
|
1,650,959 | $90,175,380 | |
| 6 | MKC |
Mccormick & Co Inc
|
1,733,340 | $87,395,002 | |
| 7 | INGR |
Ingredion Inc
|
733,187 | $69,440,140 | |
| 8 | FLO |
Flowers Foods Inc
|
8,196,732 | $64,754,182 |
All Filings in UTZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,362,018 | 696,366 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,565,016 | 576,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,311,776 | 608,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,768,600 | 639,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,587,340 | 604,569 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,954,129 | 564,924 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,031,591 | 576,730 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,109,549 | 571,161 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,030,145 | 542,677 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,077,294 | 546,491 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,864,880 | 545,867 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,166,718 | 533,635 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,352,205 | 510,526 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,052,644 | 488,928 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,784,135 | 490,803 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,263,824 | 481,048 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,465,700 | 467,851 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,664,050 | 450,883 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,969,926 | 436,986 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,211,815 | 421,005 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,459,400 | 388,224 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,852,819 | 236,096 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,914,149 | 177,432 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||