CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $21,696,064 | 1,235,539 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $27,039,667 | 1,144,294 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $27,375,089 | 1,090,641 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $25,197,198 | 1,051,636 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $28,417,005 | 974,186 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $29,240,363 | 914,047 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $29,276,164 | 831,473 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $27,527,691 | 810,353 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $24,248,717 | 823,386 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $25,179,157 | 524,129 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $28,962,877 | 515,262 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $26,980,947 | 508,403 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $25,444,262 | 441,281 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $17,358,656 | 453,347 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $15,174,883 | 507,691 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $14,675,244 | 527,507 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $7,634,935 | 539,953 | Shares | Sole | 2020-05-15 |