Lufax Holding shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Lufax Holding (LU) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Lufax Holding
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Quarterly reported holdings in Lufax Holding by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 5.6M | 4.06 |
| 2025-06-30 | $15M | 5.4M | 2.79 |
| 2025-03-31 | $15M | 5.0M | 2.97 |
| 2024-12-31 | $10M | 4.2M | 2.39 |
| 2024-09-30 | $11M | 3.1M | 3.49 |
| 2024-06-30 | $5.1M | 2.2M | 2.37 |
| 2024-03-31 | $7.6M | 1.8M | 4.22 |
| 2023-12-31 | $4.3M | 1.4M | 3.07 |
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