Helios Technologies shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Helios Technologies
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Quarterly reported holdings in Helios Technologies by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 436k | 52.13 |
| 2025-06-30 | $15M | 442k | 33.37 |
| 2025-03-31 | $14M | 430k | 32.09 |
| 2024-12-31 | $18M | 399k | 44.64 |
| 2024-09-30 | $17M | 365k | 47.70 |
| 2024-06-30 | $16M | 327k | 47.75 |
| 2024-03-31 | $13M | 296k | 44.69 |
| 2023-12-31 | $12M | 259k | 45.35 |
| 2023-09-30 | $15M | 270k | 55.48 |
| 2023-06-30 | $18M | 264k | 66.09 |
| 2023-03-31 | $17M | 261k | 65.40 |
| 2022-12-31 | $14M | 263k | 54.44 |
| 2022-09-30 | $13M | 255k | 50.60 |
| 2022-06-30 | $17M | 249k | 66.25 |
| 2022-03-31 | $19M | 235k | 80.25 |
| 2021-12-31 | $28M | 265k | 105.17 |
| 2021-09-30 | $21M | 250k | 82.11 |
| 2021-06-30 | $18M | 231k | 78.05 |
| 2021-03-31 | $16M | 217k | 72.87 |
| 2020-12-31 | $11M | 203k | 53.29 |
| 2020-09-30 | $7.3M | 201k | 36.40 |
| 2020-06-30 | $7.3M | 195k | 37.25 |
| 2020-03-31 | $7.0M | 184k | 37.93 |
| 2019-12-31 | $8.4M | 181k | 46.23 |
| 2019-09-30 | $7.1M | 176k | 40.57 |
| 2019-06-30 | $7.9M | 169k | 46.41 |
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