Charles Schwab
LU icon

Charles Schwab’s Lufax Holding LU Stock Holding History

Charles Schwab’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.83M Sell
4,414,394
-462,980
-9% -$787K ﹤0.01% 2403
2026
Q1 		$9.12M Sell
4,877,374
-924,631
-16% -$2.34M ﹤0.01% 2145
2025
Q4 		$14.9M Buy
5,802,005
+240,225
+4% +$710K ﹤0.01% 1933
2025
Q3 		$22.6M Buy
5,561,780
+168,646
+3% +$503K ﹤0.01% 1663
2025
Q2 		$15M Buy
5,393,134
+382,004
+8% +$1.08M ﹤0.01% 1816
2025
Q1 		$14.9M Buy
5,011,130
+805,292
+19% +$2.23M ﹤0.01% 1772
2024
Q4 		$10.1M Buy
4,205,838
+1,102,943
+36% +$3.04M ﹤0.01% 2011
2024
Q3 		$10.8M Buy
3,102,895
+936,048
+43% +$2.45M ﹤0.01% 1990
2024
Q2 		$5.14M Buy
2,166,847
+365,037
+20% +$1.39M ﹤0.01% 2348
2024
Q1 		$7.6M Buy
1,801,810
+414,507
+30% +$1.16M ﹤0.01% 2122
2023
Q4 		$4.26M Buy
1,387,303
+326,748
+31% +$1.22M ﹤0.01% 2379
2023
Q3 		$4.5M Buy
1,060,555
+215,530
+26% +$1.19M ﹤0.01% 2305
2023
Q2 		$4.83M Buy
845,025
+182,340
+28% +$1.21M ﹤0.01% 2243
2023
Q1 		$5.41M Buy
662,685
+426,019
+180% +$4.08M ﹤0.01% 2168
2022
Q4 		$1.84M Sell
236,666
-671
-0.3% -$5.11K ﹤0.01% 2598
2022
Q3 		$2.41M Buy
237,337
+2,162
+0.9% +$36.9K ﹤0.01% 2531
2022
Q2 		$5.64M Buy
235,175
+47,450
+25% +$1.1M ﹤0.01% 2137
2022
Q1 		$4.18M Buy
187,725
+7,809
+4% +$172K ﹤0.01% 2360
2021
Q4 		$4.05M Sell
179,916
-1,561
-0.9% -$40.9K ﹤0.01% 2450
2021
Q3 		$5.07M Buy
181,477
+3,867
+2% +$128K ﹤0.01% 2370
2021
Q2 		$8.03M Buy
177,610
+121,477
+216% +$6.12M ﹤0.01% 2113
2021
Q1 		$3.26M Buy
56,133
+1,915
+4% +$118K ﹤0.01% 2499
2020
Q4 		$3.08M Buy
+54,218
New +$3.24M ﹤0.01% 2453

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab's LU Position: Q2 2026 in Review

Charles Schwab reduced its Lufax Holding (LU) stake by 9.5% in Q2 2026, selling an estimated $787K and leaving 4,414,394 shares worth $5.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Charles Schwab first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.6M in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Charles Schwab held 4,414,394 shares of Lufax Holding worth $5.83M as of Q2 2026.
  • Charles Schwab sold 462,980 Lufax Holding shares in Q2 2026, an estimated $787K.
  • Lufax Holding made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2403 holding.
  • Charles Schwab first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Charles Schwab's Lufax Holding position peaked at $22.6M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.