Charles Schwab’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | – | 3136 |
|
|
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
CCM
VCM
CAM
WA
DCM
HRCM
