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Showing 8 of 11 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in LUFAX HOLDING LTD

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 4.4M shares of LU (LUFAX HOLDING LTD), worth $5.8M as of 2026-Q2. The position was decreased (-9.5% shares). LU represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$5.8M

Current Shares

4.4M

Total Value Change

-$5M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.4M
-9.5%
$5.8M0.0%$1.32
0
2026-Q1
Decreased
4.9M
-15.9%
$9.1M0.0%$2.43
0
2025-Q4
Increased
5.8M
+4.3%
$14.9M0.0%$2.57
29
2025-Q3
Increased
5.6M
+3.1%
$22.6M0.0%$4.06
29
2025-Q2
Increased
5.4M
+7.6%
$15M0.0%$2.74
30
2025-Q1
Increased
5M
+19.1%
$14.9M0.0%$2.96
33
2024-Q4
Increased
4.2M
+35.5%
$10.1M0.0%$2.40
36
2024-Q3
Increased
3.1M
+43.2%
$10.8M0.0%$3.38
37

Other major holders of LU: BAILLIE GIFFORD & CO, VANGUARD GROUP INC

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