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Utah Retirement Systems: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Utah Retirement Systems on SCHW, newest first. How the timeline and the estimate are built.

Utah Retirement Systems held 248,161 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,161 shares
    Change vs previous 13F -23,354 shares

    0.22% of the 13F portfolio, value $22,897,816.

    13F-HR 0001548392-26-000005 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 271,515 shares
    Change vs previous 13F -10,458 shares

    0.26% of the 13F portfolio, value $25,516,980.

    13F-HR 0001548392-26-000003 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 281,973 shares
    Change vs previous 13F +43 shares

    0.27% of the 13F portfolio, value $28,171,922.

    13F-HR 0001548392-26-000001 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 281,930 shares
    Change vs previous 13F +6,254 shares

    0.26% of the 13F portfolio, value $26,915,857.

    13F-HR 0001548392-25-000009 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 275,676 shares
    Change vs previous 13F +979 shares

    0.26% of the 13F portfolio, value $25,152,678.

    13F-HR 0001085146-25-005115 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 274,697 shares
    Change vs previous 13F +27,327 shares

    0.25% of the 13F portfolio, value $21,503,281.

    13F-HR 0001085146-25-003174 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 247,370 shares
    Change vs previous 13F +800 shares

    0.2% of the 13F portfolio, value $18,307,853.

    13F-HR 0001085146-25-001720 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 246,570 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,980,202.

    13F-HR 0001085146-24-005733 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).