Charles Schwab Trust Co: UTHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on UTHR, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 297,162 UTHR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 297,162 sharesChange vs previous 13F -3,319 shares
0.02% of the 13F portfolio, value $161,011,287.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 300,481 sharesChange vs previous 13F +10,555 shares
0.03% of the 13F portfolio, value $178,179,223.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 289,926 sharesChange vs previous 13F -23,022 shares
0.02% of the 13F portfolio, value $141,266,444.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 312,948 sharesChange vs previous 13F -22,937 shares
0.02% of the 13F portfolio, value $131,190,931.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 335,885 sharesChange vs previous 13F -14,973 shares
0.02% of the 13F portfolio, value $96,516,555.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 350,858 sharesChange vs previous 13F -19,682 shares
0.02% of the 13F portfolio, value $108,158,996.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 370,540 sharesChange vs previous 13F +585 shares
0.02% of the 13F portfolio, value $130,741,334.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 369,955 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $132,573,374.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).