Charles Schwab
LAZR

Charles Schwab’s Luminar Technologies LAZR Stock Holding History

Charles Schwab’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-419,856
Closed -$802K – 3477
2025
Q3 		$802K Buy
419,856
+89,819
+27% +$220K ﹤0.01% 3027
2025
Q2 		$947K Buy
330,037
+110,271
+50% +$419K ﹤0.01% 2916
2025
Q1 		$1.18M Buy
219,766
+38,549
+21% +$233K ﹤0.01% 2783
2024
Q4 		$975K Sell
181,217
-18,210
-9% -$192K ﹤0.01% 2921
2024
Q3 		$2.69M Buy
199,427
+28,355
+17% +$514K ﹤0.01% 2615
2024
Q2 		$3.82M Buy
171,072
+19,741
+13% +$468K ﹤0.01% 2469
2024
Q1 		$4.47M Buy
151,331
+27,355
+22% +$998K ﹤0.01% 2328
2023
Q4 		$6.27M Sell
123,976
-11,377
-8% -$565K ﹤0.01% 2211
2023
Q3 		$9.24M Buy
135,353
+8,405
+7% +$771K ﹤0.01% 1952
2023
Q2 		$13.1M Buy
126,948
+8,148
+7% +$770K ﹤0.01% 1778
2023
Q1 		$11.6M Buy
118,800
+431
+0.4% +$45.2K ﹤0.01% 1800
2022
Q4 		$8.79M Buy
118,369
+4,631
+4% +$504K ﹤0.01% 1936
2022
Q3 		$12.4M Buy
113,738
+6,807
+6% +$812K ﹤0.01% 1697
2022
Q2 		$9.51M Buy
106,931
+30,979
+41% +$4.95M ﹤0.01% 1860
2022
Q1 		$17.8M Buy
75,952
+5,264
+7% +$1.15M 0.01% 1637
2021
Q4 		$17.9M Buy
70,688
+1,450
+2% +$363K 0.01% 1666
2021
Q3 		$16.2M Buy
69,238
+12,631
+22% +$3.34M 0.01% 1736
2021
Q2 		$18.6M Buy
56,607
+5,044
+10% +$1.66M 0.01% 1635
2021
Q1 		$18.8M Buy
+51,563
New +$23.3M 0.01% 1578

Other funds holding LAZR

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Charles Schwab's LAZR Position: Q4 2025 in Review

Charles Schwab sold out of Luminar Technologies (LAZR) in Q4 2025, closing a stake of 419,856 shares — an estimated $802K sold.

Charles Schwab first reported a position in LAZR in Q1 2021 and held it in 19 quarters. The position peaked at $18.8M in Q1 2021. 18 funds tracked by Wall St. Rank hold LAZR as of Q4 2025.

  • Charles Schwab reported no remaining Luminar Technologies position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab sold 419,856 Luminar Technologies shares in Q4 2025, an estimated $802K.
  • Charles Schwab first reported a position in Luminar Technologies in Q1 2021 and held it in 19 quarters.
  • Charles Schwab's Luminar Technologies position peaked at $18.8M in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2025.

Based on Charles Schwab's 13F filing for Q4 2025, filed 13 Feb 2026.