CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in LU — Lufax Holding Ltd

CIK 884546 SAN FRANCISCO, CA

Position in LU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,120,689

-$5,732,443 QoQ

Shares Held

4,877,374

-15.9% QoQ

Ownership

0.563%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,519,664,928 across 39 Credit Services names. LU ranks #27 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,686,005	$4,136,458,149
2	MA	Mastercard Inc	6,003,161	$2,999,539,425
3	AXP	American Express Co	3,871,148	$1,170,944,845
4	COF	Capital One Financial Corp	4,264,402	$777,954,856
5	PYPL	PayPal Holdings, Inc.	6,445,875	$291,546,926
6	SYF	Synchrony Financial	3,065,215	$208,495,924
7	SOFI	SoFi Technologies, Inc.	6,470,386	$102,749,729
8	ALLY	Ally Financial Inc.	2,599,434	$101,975,795

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,120,689	4,877,374	-15.9%	Shares	Sole	2026-05-15
2025-12-31	$14,853,132	5,802,005	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$22,580,826	5,561,780	+3.1%	Shares	Sole	2025-11-10
2025-06-30	$15,046,843	5,393,134	+7.6%	Shares	Sole	2025-08-12
2025-03-31	$14,883,056	5,011,130	+19.1%	Shares	Sole	2025-09-15
2024-12-31	$10,051,952	4,205,838	+35.5%	Shares	Sole	2025-02-06
2024-09-30	$10,829,103	3,102,895	+43.2%	Shares	Sole	2024-11-12
2024-06-30	$5,135,427	2,166,847	+20.3%	Shares	Sole	2024-08-12
2024-03-31	$7,603,638	1,801,810	+29.9%	Shares	Sole	2024-05-09
2023-12-31	$4,259,020	1,387,303	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.