Charles Schwab’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.9M | Buy |
1,268,008
+32,469
| +3% | +$633K | ﹤0.01% | 1670 |
|
|
2025
Q4 | $21.7M | Buy |
1,235,539
+91,245
| +8% | +$1.76M | ﹤0.01% | 1695 |
|
|
2025
Q3 | $27M | Buy |
1,144,294
+53,653
| +5% | +$1.32M | ﹤0.01% | 1554 |
|
|
2025
Q2 | $27.4M | Buy |
1,090,641
+39,005
| +4% | +$911K | ﹤0.01% | 1492 |
|
|
2025
Q1 | $25.2M | Buy |
1,051,636
+77,450
| +8% | +$2.13M | ﹤0.01% | 1502 |
|
|
2024
Q4 | $28.4M | Buy |
974,186
+60,139
| +7% | +$1.87M | 0.01% | 1496 |
|
|
2024
Q3 | $29.2M | Buy |
914,047
+33,167
| +4% | +$1.07M | 0.01% | 1473 |
|
|
2024
Q2 | $27M | Buy |
880,880
+49,407
| +6% | +$1.58M | 0.01% | 1483 |
|
|
2024
Q1 | $29.3M | Buy |
831,473
+21,120
| +3% | +$705K | 0.01% | 1386 |
|
|
2023
Q4 | $27.5M | Sell |
810,353
-13,033
| -2% | -$388K | 0.01% | 1389 |
|
|
2023
Q3 | $24.2M | Buy |
823,386
+16,476
| +2% | +$514K | 0.01% | 1381 |
|
|
2023
Q2 | $25.1M | Buy |
806,910
+4,677
| +0.6% | +$137K | 0.01% | 1333 |
|
|
2023
Q1 | $19.7M | Buy |
802,233
+58,310
| +8% | +$1.5M | 0.01% | 1488 |
|
|
2022
Q4 | $16.8M | Buy |
743,923
+64,798
| +10% | +$1.39M | 0.01% | 1561 |
|
|
2022
Q3 | $11.9M | Buy |
679,125
+79,537
| +13% | +$1.98M | ﹤0.01% | 1726 |
|
|
2022
Q2 | $11.7M | Buy |
599,588
+22,936
| +4% | +$571K | ﹤0.01% | 1755 |
|
|
2022
Q1 | $14.5M | Buy |
576,652
+52,523
| +10% | +$1.9M | ﹤0.01% | 1743 |
|
|
2021
Q4 | $25.2M | Buy |
524,129
+8,867
| +2% | +$443K | 0.01% | 1391 |
|
|
2021
Q3 | $29M | Buy |
515,262
+6,859
| +1% | +$404K | 0.01% | 1259 |
|
|
2021
Q2 | $27M | Buy |
508,403
+67,122
| +15% | +$3.9M | 0.01% | 1344 |
|
|
2021
Q1 | $25.4M | Sell |
441,281
-12,066
| -3% | -$631K | 0.01% | 1333 |
|
|
2020
Q4 | $17.4M | Sell |
453,347
-54,344
| -11% | -$1.85M | 0.01% | 1503 |
|
|
2020
Q3 | $15.2M | Sell |
507,691
-19,816
| -4% | -$586K | 0.01% | 1399 |
|
|
2020
Q2 | $14.7M | Sell |
527,507
-12,446
| -2% | -$277K | 0.01% | 1392 |
|
|
2020
Q1 | $7.63M | Sell |
539,953
-23,629
| -4% | -$569K | ﹤0.01% | 1615 |
|
|
2019
Q4 | $16.3M | Buy |
563,582
+20,272
| +4% | +$530K | 0.01% | 1358 |
|
|
2019
Q3 | $14M | Sell |
543,310
-22,288
| -4% | -$585K | 0.01% | 1381 |
|
|
2019
Q2 | $15.1M | Sell |
565,598
-100,662
| -15% | -$2.39M | 0.01% | 1336 |
|
|
2019
Q1 | $13.9M | Sell |
666,260
-152,691
| -19% | -$2.81M | 0.01% | 1370 |
|
|
2018
Q4 | $13.3M | Sell |
818,951
-125,870
| -13% | -$1.83M | 0.01% | 1262 |
|
|
2018
Q3 | $13.6M | Sell |
944,821
-36,526
| -4% | -$537K | 0.01% | 1422 |
|
|
2018
Q2 | $14.4M | Sell |
981,347
-572,216
| -37% | -$6.2M | 0.01% | 1327 |
|
|
2018
Q1 | $13.4M | Buy |
1,553,563
+12,149
| +0.8% | +$117K | 0.01% | 1287 |
|
|
2017
Q4 | $17.1M | Sell |
1,541,414
-36,255
| -2% | -$397K | 0.01% | 1101 |
|
|
2017
Q3 | $18.1M | Buy |
1,577,669
+25,839
| +2% | +$319K | 0.02% | 1003 |
|
|
2017
Q2 | $18.2M | Buy |
1,551,830
+45,451
| +3% | +$514K | 0.02% | 927 |
|
|
2017
Q1 | $13.4M | Buy |
1,506,379
+128,913
| +9% | +$1.17M | 0.01% | 1103 |
|
|
2016
Q4 | $15.5M | Buy |
1,377,466
+179,096
| +15% | +$1.99M | 0.02% | 925 |
|
|
2016
Q3 | $15.1M | Buy |
1,198,370
+188,464
| +19% | +$2.36M | 0.02% | 875 |
|
|
2016
Q2 | $12.4M | Buy |
1,009,906
+396,139
| +65% | +$5.33M | 0.02% | 928 |
|
|
2016
Q1 | $9.73M | Buy |
613,767
+12,963
| +2% | +$173K | 0.01% | 1071 |
|
|
2015
Q4 | $8.99M | Buy |
600,804
+78,491
| +15% | +$1.5M | 0.01% | 1097 |
|
|
2015
Q3 | $12.7M | Buy |
522,313
+211,585
| +68% | +$5.68M | 0.02% | 829 |
|
|
2015
Q2 | $8.81M | Buy |
310,728
+88,501
| +40% | +$2.66M | 0.01% | 1144 |
|
|
2015
Q1 | $6.1M | Buy |
222,227
+16,126
| +8% | +$491K | 0.01% | 1366 |
|
|
2014
Q4 | $7.49M | Buy |
206,101
+13,046
| +7% | +$420K | 0.01% | 1110 |
|
|
2014
Q3 | $5.86M | Buy |
193,055
+7,776
| +4% | +$209K | 0.01% | 1235 |
|
|
2014
Q2 | $5.31M | Buy |
185,279
+5,519
| +3% | +$156K | 0.01% | 1346 |
|
|
2014
Q1 | $4.78M | Buy |
179,760
+13,558
| +8% | +$367K | 0.01% | 1366 |
|
|
2013
Q4 | $5.54M | Buy |
166,202
+8,882
| +6% | +$307K | 0.01% | 1164 |
|
|
2013
Q3 | $6.05M | Sell |
157,320
-2,238
| -1% | -$86.3K | 0.01% | 1018 |
|
|
2013
Q2 | $6.04M | Buy |
+159,558
| New | +$5.78M | 0.01% | 892 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
