Upexi shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Upexi (UPXI) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Upexi
Tip: Access up to 7 years of quarterly data
All positions including Upexi held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Upexi by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $87k | 15k | 5.77 |
| 2025-06-30 | $45k | 15k | 2.98 |
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