Question 1

Does Charles Schwab Investment Management own UFPI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Charles Schwab Investment Management holds 795,640 shares of UFPI (UFP Industries), worth $72.2M.

Question 2

How many shares of UFPI does Charles Schwab Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Charles Schwab Investment Management holds 795,640 shares of UFPI (UFP Industries).

Question 3

What is Charles Schwab Investment Management's UFPI position worth?

Accepted Answer

As of its Q2 2026 13F, Charles Schwab Investment Management's UFPI position is worth $72.2M.

Question 4

Is Charles Schwab Investment Management buying or selling UFPI?

Accepted Answer

In Q2 2026, Charles Schwab Investment Management reduced its UFPI position by 15,515 shares (-1.9%).

Question 5

When did Charles Schwab Investment Management first buy UFPI?

Accepted Answer

Charles Schwab Investment Management already held UFPI in its Q2 2020 13F, the earliest on record, and has listed it in 25 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	795,640	-1.9%	$72.2M	0.0%	$90.35	0
2026-Q1	Increased	811,155	+0.8%	$74.7M	0.0%	$91.32	30
2025-Q4	Increased	804,991	+1.0%	$73.3M	0.0%	$89.94	30
2025-Q3	Increased	797,326	+0.8%	$74.5M	0.0%	$92.01	30
2025-Q2	Increased	790,648	+2.6%	$78.6M	0.0%	$97.45	30
2025-Q1	Decreased	770,261	-0.2%	$82.4M	0.0%	$104.60	0
2024-Q4	Increased	772,001	+0.3%	$87M	0.0%	$109.73	30
2024-Q3	Increased	769,841	+0.5%	$101M	0.0%	$129.12	30
2024-Q2	Increased	765,835	+0.6%	$85.8M	0.0%	$109.86	30
2024-Q1	Increased	761,147	+1.0%	$93.6M	0.0%	$120.33	30
2023-Q4	Increased	753,559	+0.6%	$94.6M	0.0%	$122.46	30
2023-Q3	Increased	749,259	+31.5%	$76.7M	0.0%	$99.61	38
2023-Q2	Increased	569,936	+1.6%	$55.3M	0.0%	$94.08	30
2023-Q1	Decreased	561,109	-1.6%	$44.6M	0.0%	$74.70	0
2022-Q4	Increased	570,371	+1.1%	$45.2M	0.0%	$76.41	29
2022-Q3	Increased	564,322	+4.7%	$40.7M	0.0%	$69.22	31
2022-Q2	Decreased	538,805	-0.9%	$36.7M	0.0%	$64.19	0
2022-Q1	Increased	543,936	+12.3%	$42M	0.0%	$72.81	33
2021-Q4	Increased	484,280	+2.3%	$44.6M	0.0%	$86.77	30
2021-Q3	Increased	473,435	+1.3%	$32.2M	0.0%	$63.84	29
2021-Q2	Increased	467,266	+2.4%	$34.7M	0.0%	$69.63	30
2021-Q1	Decreased	456,533	-4.2%	$34.6M	0.0%	$70.41	0
2020-Q4	Decreased	476,528	-0.0%	$26.5M	0.0%	$51.84	0
2020-Q3	Decreased	476,556	-2.3%	$26.9M	0.0%	$52.97	0
2020-Q2	New	487,792	-	$24.2M	0.0%	$45.89	40