Charles Schwab
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Charles Schwab’s Utz Brands UTZ Stock Holding History

Charles Schwab’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.36M Buy
696,366
+119,975
+21% +$895K ﹤0.01% 2444
2026
Q1 		$4.57M Sell
576,391
-31,680
-5% -$294K ﹤0.01% 2444
2025
Q4 		$6.31M Sell
608,071
-31,320
-5% -$338K ﹤0.01% 2343
2025
Q3 		$7.77M Buy
639,391
+34,822
+6% +$461K ﹤0.01% 2231
2025
Q2 		$7.59M Buy
604,569
+39,645
+7% +$519K ﹤0.01% 2146
2025
Q1 		$7.95M Sell
564,924
-11,806
-2% -$162K ﹤0.01% 2058
2024
Q4 		$9.03M Buy
576,730
+5,569
+1% +$94.1K ﹤0.01% 2063
2024
Q3 		$10.1M Buy
571,161
+28,484
+5% +$473K ﹤0.01% 2022
2024
Q2 		$9.03M Sell
542,677
-3,814
-0.7% -$68.7K ﹤0.01% 2093
2024
Q1 		$10.1M Buy
546,491
+624
+0.1% +$11.1K ﹤0.01% 1977
2023
Q4 		$8.86M Buy
545,867
+12,232
+2% +$161K ﹤0.01% 2052
2023
Q3 		$7.17M Buy
533,635
+23,109
+5% +$356K ﹤0.01% 2088
2023
Q2 		$8.35M Buy
510,526
+21,598
+4% +$371K ﹤0.01% 1991
2023
Q1 		$8.05M Sell
488,928
-1,875
-0.4% -$31K ﹤0.01% 1974
2022
Q4 		$7.78M Buy
490,803
+9,755
+2% +$162K ﹤0.01% 1989
2022
Q3 		$7.26M Buy
481,048
+13,197
+3% +$214K ﹤0.01% 2017
2022
Q2 		$6.47M Buy
467,851
+16,968
+4% +$236K ﹤0.01% 2073
2022
Q1 		$6.67M Buy
450,883
+13,897
+3% +$217K ﹤0.01% 2146
2021
Q4 		$6.97M Buy
436,986
+15,981
+4% +$254K ﹤0.01% 2184
2021
Q3 		$7.21M Buy
421,005
+32,781
+8% +$666K ﹤0.01% 2195
2021
Q2 		$8.46M Buy
388,224
+152,128
+64% +$3.8M ﹤0.01% 2087
2021
Q1 		$5.85M Buy
236,096
+58,664
+33% +$1.42M ﹤0.01% 2222
2020
Q4 		$3.92M Buy
+177,432
New +$3.37M ﹤0.01% 2339

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab's UTZ Position: Q2 2026 in Review

Charles Schwab increased its Utz Brands (UTZ) stake by 21% in Q2 2026, buying an estimated $895K and bringing the position to 696,366 shares worth $5.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Charles Schwab first reported a position in UTZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q3 2024. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Charles Schwab held 696,366 shares of Utz Brands worth $5.36M as of Q2 2026.
  • Charles Schwab bought 119,975 Utz Brands shares in Q2 2026, an estimated $895K.
  • Utz Brands made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2444 holding.
  • Charles Schwab first reported a position in Utz Brands in Q4 2020 and has held it in 23 quarters since.
  • Charles Schwab's Utz Brands position peaked at $10.1M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

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