Houlihan Lokey Inc cl a shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Houlihan Lokey Inc cl a
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Quarterly reported holdings in Houlihan Lokey Inc cl a by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $86M | 418k | 205.32 |
| 2025-06-30 | $106M | 590k | 179.95 |
| 2025-03-31 | $97M | 599k | 161.50 |
| 2024-12-31 | $105M | 603k | 173.66 |
| 2024-09-30 | $95M | 601k | 158.02 |
| 2024-06-30 | $61M | 452k | 134.86 |
| 2024-03-31 | $57M | 444k | 128.19 |
| 2023-12-31 | $52M | 430k | 119.91 |
| 2023-09-30 | $45M | 415k | 107.12 |
| 2023-06-30 | $37M | 377k | 98.31 |
| 2023-03-31 | $42M | 481k | 87.49 |
| 2022-12-31 | $41M | 467k | 87.16 |
| 2022-09-30 | $34M | 452k | 75.38 |
| 2022-06-30 | $35M | 438k | 78.93 |
| 2022-03-31 | $39M | 440k | 87.80 |
| 2021-12-31 | $45M | 433k | 103.52 |
| 2021-09-30 | $39M | 425k | 92.10 |
| 2021-06-30 | $34M | 420k | 81.79 |
| 2021-03-31 | $27M | 405k | 66.51 |
| 2020-12-31 | $26M | 392k | 67.23 |
| 2020-09-30 | $23M | 382k | 59.05 |
| 2020-06-30 | $21M | 376k | 55.64 |
| 2020-03-31 | $18M | 336k | 52.12 |
| 2019-12-31 | $15M | 312k | 48.87 |
| 2019-09-30 | $13M | 286k | 45.10 |
| 2019-06-30 | $10M | 227k | 44.53 |
| 2019-03-31 | $9.7M | 211k | 45.85 |
| 2018-12-31 | $7.0M | 190k | 36.80 |
| 2018-09-30 | $8.4M | 187k | 44.93 |
| 2018-06-30 | $8.7M | 169k | 51.22 |
| 2018-03-31 | $6.6M | 147k | 44.60 |
| 2017-12-31 | $6.0M | 131k | 45.43 |
| 2017-09-30 | $4.7M | 121k | 39.13 |
| 2017-06-30 | $1.6M | 47k | 34.90 |
| 2017-03-31 | $693k | 20k | 34.48 |
| 2016-12-31 | $626k | 20k | 31.14 |
| 2016-09-30 | $504k | 20k | 25.07 |
| 2016-06-30 | $450k | 20k | 22.39 |
| 2016-03-31 | $501k | 20k | 24.93 |
| 2015-12-31 | $527k | 20k | 26.22 |
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