SEC 13F Intelligence

Charles Schwab Investment Management Inc / UPS

Charles Schwab Investment Management Inc’s United Parcel Svcs Inc Position

Does Charles Schwab Investment Management Inc own United Parcel Svcs Inc (UPS)? Yes — 22.11M shares worth $2.2B (+0.33% of its 13F portfolio) as of Q1 2026, down from 27.14M shares the prior filed quarter.

Position Value
$2.2B
Q1 2026
Shares
22.11M
% of Portfolio
+0.33%
Quarters Held
30
currently held

Position History UPS

Reported value by quarter
Q4 ’18: $469MQ4 ’18Q1 ’19: $566MQ2 ’19: $546MQ3 ’19: $651MQ4 ’19: $652MQ4 ’19Q1 ’20: $554MQ2 ’20: $839MQ3 ’20: $1.0BQ4 ’20: $1.2BQ4 ’20Q1 ’21: $544MQ2 ’21: $680MQ3 ’21: $651MQ4 ’21: $872MQ4 ’21Q1 ’22: $893MQ2 ’22: $844MQ3 ’22: $762MQ4 ’22: $821MQ4 ’22Q1 ’23: $2.9BQ2 ’23: $2.7BQ3 ’23: $2.5BQ4 ’23: $2.5BQ4 ’23Q1 ’24: $2.8BQ2 ’24: $2.8BQ3 ’24: $3.0BQ4 ’24: $2.9BQ4 ’24Q1 ’25: $2.8BQ2 ’25: $2.6BQ3 ’25: $2.2BQ4 ’25: $2.7BQ4 ’25Q1 ’26: $2.2Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.11M$2.2B+0.33%
Q4 202527.14M$2.7B+0.42%
Q3 202526.29M$2.2B+0.35%
Q2 202525.79M$2.6B+0.45%
Q1 202525.05M$2.8B+0.52%
Q4 202423.26M$2.9B+0.54%
Q3 202421.93M$3.0B+0.57%
Q2 202420.61M$2.8B+0.54%
Q1 202419.09M$2.8B+0.65%
Q4 202315.83M$2.5B+0.63%
Q3 202315.89M$2.5B+0.70%
Q2 202315.26M$2.7B+0.78%
Q1 202314.94M$2.9B+0.87%
Q4 20224.81M$821M+0.26%
Q3 20224.71M$762M+0.27%
Q2 20224.62M$844M+0.29%
Q1 20224.16M$893M+0.27%
Q4 20214.07M$872M+0.26%
Q3 20213.57M$651M+0.21%
Q2 20213.27M$680M+0.23%
Q1 20213.20M$544M+0.20%
Q4 20207.01M$1.2B+0.47%
Q3 20206.27M$1.0B+0.48%
Q2 20207.54M$839M+0.41%
Q1 20205.93M$554M+0.33%
Q4 20195.57M$652M+0.35%
Q3 20195.44M$651M+0.38%
Q2 20195.29M$546M+0.33%
Q1 20195.06M$566M+0.36%
Q4 20184.81M$469M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of UPS.