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Charles Schwab Trust Co: UCTT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on UCTT, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 739,967 UCTT 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 739,967 shares
    Change vs previous 13F -100,489 shares

    0.01% of the 13F portfolio, value $105,511,895.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 840,456 shares
    Change vs previous 13F +19,368 shares

    0.01% of the 13F portfolio, value $52,259,554.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 821,088 shares
    Change vs previous 13F +43,987 shares

    <0.01% of the 13F portfolio, value $20,798,159.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 777,101 shares
    Change vs previous 13F +39,847 shares

    <0.01% of the 13F portfolio, value $21,176,002.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 737,254 shares
    Change vs previous 13F +65,715 shares

    <0.01% of the 13F portfolio, value $16,639,823.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 671,539 shares
    Change vs previous 13F -6,684 shares

    <0.01% of the 13F portfolio, value $14,377,650.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 678,223 shares
    Change vs previous 13F +30,935 shares

    <0.01% of the 13F portfolio, value $24,382,117.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 647,288 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,846,210.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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