Skip to content
Disclosery

Charles Schwab Trust Co: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on LULU, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 945,232 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 945,232 shares
    Change vs previous 13F +76,985 shares

    0.01% of the 13F portfolio, value $107,926,590.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 868,247 shares
    Change vs previous 13F +45,050 shares

    0.02% of the 13F portfolio, value $132,928,616.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 823,197 shares
    Change vs previous 13F +26,557 shares

    0.03% of the 13F portfolio, value $171,068,569.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 796,640 shares
    Change vs previous 13F +32,317 shares

    0.02% of the 13F portfolio, value $141,741,707.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 764,323 shares
    Change vs previous 13F +18,781 shares

    0.03% of the 13F portfolio, value $181,587,858.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 745,542 shares
    Change vs previous 13F +26,129 shares

    0.04% of the 13F portfolio, value $211,033,149.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 719,413 shares
    Change vs previous 13F +17,119 shares

    0.05% of the 13F portfolio, value $275,110,725.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 702,294 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $190,567,477.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).