CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in UPB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,735,876 | 284,931 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $5,357,614 | 284,828 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,957,217 | 178,253 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $808,898 | 132,173 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $2,224,710 | 135,323 | Shares | Sole | 2025-02-06 |