Upstart Hldgs shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $23M | 573k | 40.86 |
| 2023-09-30 | $16M | 556k | 28.54 |
| 2023-06-30 | $19M | 534k | 35.81 |
| 2023-03-31 | $5.9M | 374k | 15.89 |
| 2022-12-31 | $4.9M | 372k | 13.22 |
| 2022-09-30 | $7.6M | 363k | 20.79 |
| 2022-06-30 | $9.1M | 289k | 31.62 |
| 2022-03-31 | $30M | 270k | 109.09 |
| 2021-12-31 | $40M | 264k | 151.30 |
| 2021-09-30 | $77M | 242k | 316.44 |
| 2021-06-30 | $15M | 119k | 124.91 |
| 2021-03-31 | $11M | 85k | 128.87 |
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