Upstream Bio shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Upstream Bio (UPB) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Upstream Bio
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Quarterly reported holdings in Upstream Bio by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 285k | 18.81 |
| 2025-06-30 | $2.0M | 178k | 10.98 |
| 2025-03-31 | $809k | 132k | 6.12 |
| 2024-12-31 | $2.2M | 135k | 16.44 |
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