Charles Schwab
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Charles Schwab’s Utah Medical Products UTMD Stock Holding History

Charles Schwab’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$610K Sell
9,838
-595
-6% -$37.5K ﹤0.01% 3043
2025
Q4 		$584K Sell
10,433
-720
-6% -$41.7K ﹤0.01% 3113
2025
Q3 		$702K Sell
11,153
-68
-0.6% -$4.02K ﹤0.01% 3065
2025
Q2 		$639K Buy
11,221
+969
+9% +$52.7K ﹤0.01% 3045
2025
Q1 		$575K Sell
10,252
-179
-2% -$10.7K ﹤0.01% 3027
2024
Q4 		$641K Buy
10,431
+813
+8% +$52.6K ﹤0.01% 3066
2024
Q3 		$644K Sell
9,618
-12
-0.1% -$815 ﹤0.01% 3066
2024
Q2 		$643K Sell
9,630
-99
-1% -$6.74K ﹤0.01% 3089
2024
Q1 		$692K Sell
9,729
-4,443
-31% -$333K ﹤0.01% 2907
2023
Q4 		$1.19M Sell
14,172
-330
-2% -$27.4K ﹤0.01% 2774
2023
Q3 		$1.25M Buy
14,502
+311
+2% +$28.7K ﹤0.01% 2725
2023
Q2 		$1.32M Sell
14,191
-62
-0.4% -$5.84K ﹤0.01% 2674
2023
Q1 		$1.35M Buy
14,253
+166
+1% +$15.3K ﹤0.01% 2633
2022
Q4 		$1.42M Buy
14,087
+171
+1% +$15.6K ﹤0.01% 2663
2022
Q3 		$1.19M Hold
13,916
– – ﹤0.01% 2733
2022
Q2 		$1.2M Sell
13,916
-946
-6% -$80.7K ﹤0.01% 2725
2022
Q1 		$1.34M Buy
14,862
+304
+2% +$28K ﹤0.01% 2764
2021
Q4 		$1.46M Hold
14,558
– – ﹤0.01% 2790
2021
Q3 		$1.35M Hold
14,558
– – ﹤0.01% 2784
2021
Q2 		$1.24M Sell
14,558
-2,182
-13% -$189K ﹤0.01% 2856
2021
Q1 		$1.45M Buy
16,740
+323
+2% +$28.4K ﹤0.01% 2737
2020
Q4 		$1.38M Hold
16,417
– – ﹤0.01% 2687
2020
Q3 		$1.31M Sell
16,417
-251
-2% -$20.8K ﹤0.01% 2618
2020
Q2 		$1.48M Buy
16,668
+3,417
+26% +$307K ﹤0.01% 2523
2020
Q1 		$1.25M Buy
13,251
+4,539
+52% +$422K ﹤0.01% 2438
2019
Q4 		$941K Hold
8,712
– – ﹤0.01% 2618
2019
Q3 		$835K Hold
8,712
– – ﹤0.01% 2623
2019
Q2 		$834K Buy
8,712
+287
+3% +$24.2K ﹤0.01% 2633
2019
Q1 		$744K Buy
8,425
+504
+6% +$44.3K ﹤0.01% 2640
2018
Q4 		$659K Buy
7,921
+170
+2% +$15K ﹤0.01% 2665
2018
Q3 		$731K Buy
7,751
+286
+4% +$27.3K ﹤0.01% 2715
2018
Q2 		$823K Hold
7,465
– – ﹤0.01% 2645
2018
Q1 		$738K Buy
7,465
+900
+14% +$80.3K ﹤0.01% 2614
2017
Q4 		$535K Sell
6,565
-1,135
-15% -$88.6K ﹤0.01% 2708
2017
Q3 		$567K Hold
7,700
– – ﹤0.01% 2683
2017
Q2 		$558K Sell
7,700
-1,991
-21% -$131K ﹤0.01% 2652
2017
Q1 		$604K Hold
9,691
– – ﹤0.01% 2581
2016
Q4 		$706K Hold
9,691
– – ﹤0.01% 2540
2016
Q3 		$580K Hold
9,691
– – ﹤0.01% 2567
2016
Q2 		$611K Hold
9,691
– – ﹤0.01% 2522
2016
Q1 		$607K Sell
9,691
-109
-1% -$6.43K ﹤0.01% 2503
2015
Q4 		$574K Hold
9,800
– – ﹤0.01% 2596
2015
Q3 		$528K Hold
9,800
– – ﹤0.01% 2597
2015
Q2 		$585K Buy
9,800
+2,800
+40% +$158K ﹤0.01% 2624
2015
Q1 		$420K Hold
7,000
– – ﹤0.01% 2691
2014
Q4 		$421K Hold
7,000
– – ﹤0.01% 2689
2014
Q3 		$342K Hold
7,000
– – ﹤0.01% 2737
2014
Q2 		$361K Hold
7,000
– – ﹤0.01% 2777
2014
Q1 		$405K Hold
7,000
– – ﹤0.01% 2680
2013
Q4 		$401K Hold
7,000
– – ﹤0.01% 2667
2013
Q3 		$427K Hold
7,000
– – ﹤0.01% 2608
2013
Q2 		$392K Buy
+7,000
New +$330K ﹤0.01% 2624

Other funds holding UTMD

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab's UTMD Position: Q1 2026 in Review

Charles Schwab reduced its Utah Medical Products (UTMD) stake by 5.7% in Q1 2026, selling an estimated $37.5K and leaving 9,838 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Charles Schwab first reported a position in UTMD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.48M in Q2 2020. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Charles Schwab held 9,838 shares of Utah Medical Products worth $610K as of Q1 2026.
  • Charles Schwab sold 595 Utah Medical Products shares in Q1 2026, an estimated $37.5K.
  • Utah Medical Products made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3043 holding.
  • Charles Schwab first reported a position in Utah Medical Products in Q2 2013 and has held it in 52 quarters since.
  • Charles Schwab's Utah Medical Products position peaked at $1.48M in Q2 2020.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.