CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in UPST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $32,615,408 | 745,836 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $37,664,644 | 741,430 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $44,637,090 | 690,122 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $30,281,065 | 657,855 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $40,458,755 | 657,118 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $25,721,468 | 642,876 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $15,666,167 | 582,602 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $23,419,971 | 573,176 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $15,860,049 | 555,713 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $39,950,462 | 264,048 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $76,649,679 | 242,225 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $14,848,112 | 118,880 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $10,951,038 | 84,984 | Shares | Sole | 2021-05-17 |