CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LU — Lufax Holding Ltd
CIK 884546
SAN FRANCISCO, CA
Position in LU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,827,000
-$3,293,689 QoQ
Shares Held
4,414,394
-9.5% QoQ
Ownership
0.509%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 75 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,177,145,497 across 39 Credit Services names. LU ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,503,812 | $4,976,112,858 | |
| 2 | MA |
Mastercard Inc
|
6,408,865 | $3,291,593,063 | |
| 3 | AXP |
American Express Co
|
3,888,106 | $1,315,151,853 | |
| 4 | COF |
Capital One Financial Corp
|
4,312,586 | $865,191,002 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,687,140 | $288,750,704 | |
| 6 | SYF |
Synchrony Financial
|
3,035,055 | $230,815,931 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,280,268 | $130,535,205 |
All Filings in LU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,827,000 | 4,414,394 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,120,689 | 4,877,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,853,132 | 5,802,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,580,826 | 5,561,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,046,843 | 5,393,134 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,883,056 | 5,011,130 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $10,051,952 | 4,205,838 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,829,103 | 3,102,895 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,135,427 | 2,166,847 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,603,638 | 1,801,810 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,259,020 | 1,387,303 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,496,754 | 4,242,221 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,833,544 | 3,380,101 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,407,505 | 2,650,738 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,836,526 | 946,663 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,411,346 | 949,349 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,644,200 | 940,700 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,182,518 | 750,901 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,051,713 | 719,665 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,066,837 | 725,908 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,027,949 | 710,438 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,260,175 | 224,530 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,079,596 | 216,873 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||