Healthequity shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Healthequity
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Quarterly reported holdings in Healthequity by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $87M | 1.1M | 81.85 |
| 2024-06-30 | $90M | 1.0M | 86.20 |
| 2024-03-31 | $87M | 1.1M | 81.63 |
| 2023-12-31 | $67M | 1.0M | 66.30 |
| 2023-09-30 | $72M | 981k | 73.05 |
| 2023-06-30 | $60M | 954k | 63.14 |
| 2023-03-31 | $55M | 938k | 58.71 |
| 2022-12-31 | $58M | 934k | 61.64 |
| 2022-09-30 | $60M | 895k | 67.17 |
| 2022-06-30 | $53M | 864k | 61.39 |
| 2022-03-31 | $57M | 849k | 67.44 |
| 2021-12-31 | $36M | 814k | 44.24 |
| 2021-09-30 | $52M | 798k | 64.76 |
| 2021-06-30 | $63M | 784k | 80.48 |
| 2021-03-31 | $52M | 764k | 68.00 |
| 2020-12-31 | $50M | 716k | 69.71 |
| 2020-09-30 | $36M | 706k | 51.37 |
| 2020-06-30 | $39M | 668k | 58.67 |
| 2020-03-31 | $32M | 632k | 50.59 |
| 2019-12-31 | $46M | 617k | 74.07 |
| 2019-09-30 | $34M | 597k | 57.15 |
| 2019-06-30 | $30M | 459k | 65.40 |
| 2019-03-31 | $32M | 432k | 73.98 |
| 2018-12-31 | $23M | 391k | 59.65 |
| 2018-09-30 | $37M | 388k | 94.41 |
| 2018-06-30 | $21M | 277k | 75.10 |
| 2018-03-31 | $15M | 250k | 60.54 |
| 2017-12-31 | $11M | 239k | 46.66 |
| 2017-09-30 | $11M | 225k | 50.58 |
| 2017-06-30 | $9.9M | 198k | 49.83 |
| 2017-03-31 | $7.7M | 181k | 42.45 |
| 2016-12-31 | $6.7M | 165k | 40.52 |
| 2016-09-30 | $5.9M | 156k | 37.85 |
| 2016-06-30 | $4.2M | 138k | 30.39 |
| 2016-03-31 | $3.1M | 125k | 24.67 |
| 2015-12-31 | $3.1M | 122k | 25.07 |
| 2015-09-30 | $3.4M | 114k | 29.55 |
| 2015-06-30 | $3.4M | 108k | 32.06 |
| 2015-03-31 | $560k | 22k | 25.01 |
| 2014-12-31 | $547k | 22k | 25.48 |
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