Charles Schwab
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Charles Schwab’s Universal Technical Institute UTI Stock Holding History

Charles Schwab’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9M Buy
465,747
+55,199
+13% +$2.12M ﹤0.01% 1830
2026
Q1 		$14.8M Buy
410,548
+886
+0.2% +$28K ﹤0.01% 1911
2025
Q4 		$10.7M Sell
409,662
-23,181
-5% -$656K ﹤0.01% 2105
2025
Q3 		$14.1M Buy
432,843
+50,955
+13% +$1.5M ﹤0.01% 1938
2025
Q2 		$12.9M Buy
381,888
+238
+0.1% +$7.47K ﹤0.01% 1891
2025
Q1 		$9.8M Buy
381,650
+31,020
+9% +$837K ﹤0.01% 1961
2024
Q4 		$9.01M Buy
350,630
+4,858
+1% +$101K ﹤0.01% 2065
2024
Q3 		$5.62M Buy
345,772
+229,738
+198% +$3.94M ﹤0.01% 2308
2024
Q2 		$1.83M Buy
116,034
+4,963
+4% +$74.3K ﹤0.01% 2730
2024
Q1 		$1.77M Buy
111,071
+21,917
+25% +$318K ﹤0.01% 2628
2023
Q4 		$1.12M Buy
89,154
+513
+0.6% +$5.2K ﹤0.01% 2793
2023
Q3 		$743K Hold
88,641
– – ﹤0.01% 2894
2023
Q2 		$613K Sell
88,641
-1,400
-2% -$9.43K ﹤0.01% 2956
2023
Q1 		$665K Buy
90,041
+714
+0.8% +$5.09K ﹤0.01% 2860
2022
Q4 		$600K Buy
89,327
+2,240
+3% +$14.8K ﹤0.01% 2938
2022
Q3 		$474K Buy
87,087
+2,193
+3% +$15.3K ﹤0.01% 3021
2022
Q2 		$606K Buy
84,894
+71,835
+550% +$633K ﹤0.01% 2997
2022
Q1 		$116K Hold
13,059
– – ﹤0.01% 3391
2021
Q4 		$103K Hold
13,059
– – ﹤0.01% 3436
2021
Q3 		$89K Hold
13,059
– – ﹤0.01% 3391
2021
Q2 		$85K Sell
13,059
-69,002
-84% -$407K ﹤0.01% 3309
2021
Q1 		$480K Buy
82,061
+9,710
+13% +$60K ﹤0.01% 3090
2020
Q4 		$468K Hold
72,351
– – ﹤0.01% 3012
2020
Q3 		$368K Sell
72,351
-2,878
-4% -$20.2K ﹤0.01% 2969
2020
Q2 		$523K Buy
75,229
+62,170
+476% +$408K ﹤0.01% 2812
2020
Q1 		$78K Hold
13,059
– – ﹤0.01% 3127
2019
Q4 		$101K Hold
13,059
– – ﹤0.01% 3096
2019
Q3 		$72K Hold
13,059
– – ﹤0.01% 3111
2019
Q2 		$45K Hold
13,059
– – ﹤0.01% 3158
2019
Q1 		$45K Buy
+13,059
New +$46.2K ﹤0.01% 3156
2016
Q2 		– Sell
-43,900
Closed -$190K – 3135
2016
Q1 		$190K Hold
43,900
– – ﹤0.01% 2910
2015
Q4 		$205K Hold
43,900
– – ﹤0.01% 2960
2015
Q3 		$155K Sell
43,900
-56,928
-56% -$319K ﹤0.01% 2995
2015
Q2 		$868K Sell
100,828
-12,942
-11% -$117K ﹤0.01% 2483
2015
Q1 		$1.09M Buy
113,770
+8,404
+8% +$78.1K ﹤0.01% 2336
2014
Q4 		$1.04M Buy
105,366
+1,159
+1% +$12.2K ﹤0.01% 2338
2014
Q3 		$975K Buy
104,207
+913
+0.9% +$10.3K ﹤0.01% 2315
2014
Q2 		$1.25M Sell
103,294
-8,855
-8% -$105K ﹤0.01% 2225
2014
Q1 		$1.45M Buy
112,149
+10,840
+11% +$142K ﹤0.01% 2099
2013
Q4 		$1.41M Buy
101,309
+8,388
+9% +$111K ﹤0.01% 2102
2013
Q3 		$1.13M Sell
92,921
-13,932
-13% -$159K ﹤0.01% 2160
2013
Q2 		$1.12M Buy
+106,853
New +$1.23M ﹤0.01% 2093

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab's UTI Position: Q2 2026 in Review

Charles Schwab increased its Universal Technical Institute (UTI) stake by 13% in Q2 2026, buying an estimated $2.12M and bringing the position to 465,747 shares worth $19.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Charles Schwab first reported a position in UTI in Q2 2013 and has held it in 42 quarters since. 262 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Charles Schwab held 465,747 shares of Universal Technical Institute worth $19.9M as of Q2 2026.
  • Charles Schwab bought 55,199 Universal Technical Institute shares in Q2 2026, an estimated $2.12M.
  • Universal Technical Institute made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1830 holding.
  • Charles Schwab first reported a position in Universal Technical Institute in Q2 2013 and has held it in 42 quarters since.
  • 262 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.