H&R Block shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in H&R Block
Tip: Access up to 7 years of quarterly data
All positions including H&R Block held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in H&R Block by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $83M | 1.6M | 50.57 |
| 2025-06-30 | $90M | 1.6M | 54.89 |
| 2025-03-31 | $93M | 1.7M | 54.91 |
| 2024-12-31 | $276M | 5.2M | 52.84 |
| 2024-09-30 | $314M | 4.9M | 63.55 |
| 2024-06-30 | $254M | 4.7M | 54.23 |
| 2024-03-31 | $229M | 4.7M | 49.11 |
| 2023-12-31 | $183M | 3.8M | 48.37 |
| 2023-09-30 | $166M | 3.8M | 43.06 |
| 2023-06-30 | $119M | 3.7M | 31.87 |
| 2023-03-31 | $128M | 3.6M | 35.25 |
| 2022-12-31 | $143M | 3.9M | 36.51 |
| 2022-09-30 | $154M | 3.6M | 42.54 |
| 2022-06-30 | $104M | 3.0M | 35.32 |
| 2022-03-31 | $77M | 3.0M | 26.04 |
| 2021-12-31 | $24M | 1.0M | 23.56 |
| 2021-09-30 | $26M | 1.0M | 25.00 |
| 2021-06-30 | $25M | 1.1M | 23.48 |
| 2021-03-31 | $23M | 1.0M | 21.80 |
| 2020-12-31 | $17M | 1.1M | 15.86 |
| 2020-09-30 | $18M | 1.1M | 16.29 |
| 2020-06-30 | $19M | 1.4M | 14.28 |
| 2020-03-31 | $19M | 1.4M | 14.08 |
| 2019-12-31 | $31M | 1.3M | 23.48 |
| 2019-09-30 | $32M | 1.3M | 23.62 |
| 2019-06-30 | $39M | 1.3M | 29.30 |
| 2019-03-31 | $32M | 1.3M | 23.94 |
| 2018-12-31 | $31M | 1.2M | 25.37 |
| 2018-09-30 | $31M | 1.2M | 25.75 |
| 2018-06-30 | $26M | 1.2M | 22.78 |
| 2018-03-31 | $34M | 1.3M | 25.41 |
| 2017-12-31 | $31M | 1.2M | 26.22 |
| 2017-09-30 | $31M | 1.2M | 26.48 |
| 2017-06-30 | $33M | 1.1M | 30.91 |
| 2017-03-31 | $23M | 979k | 23.25 |
| 2016-12-31 | $22M | 963k | 22.99 |
| 2016-09-30 | $21M | 917k | 23.15 |
| 2016-06-30 | $21M | 893k | 23.00 |
| 2016-03-31 | $23M | 873k | 26.42 |
| 2015-12-31 | $34M | 1.0M | 33.31 |
| 2015-09-30 | $40M | 1.1M | 36.20 |
| 2015-06-30 | $32M | 1.1M | 29.65 |
| 2015-03-31 | $34M | 1.0M | 32.07 |
| 2014-12-31 | $48M | 1.4M | 33.68 |
| 2014-09-30 | $42M | 1.4M | 31.01 |
| 2014-06-30 | $34M | 1.0M | 33.52 |
| 2014-03-31 | $24M | 807k | 30.19 |
| 2013-12-31 | $29M | 1.0M | 29.04 |
| 2013-09-30 | $27M | 965k | 27.86 |
| 2013-06-30 | $26M | 925k | 28.14 |
| 2013-03-31 | $32M | 1.1M | 29.27 |
| 2012-12-31 | $20M | 1.1M | 18.57 |
| 2012-09-30 | $19M | 1.0M | 17.64 |
| 2012-06-30 | $28M | 1.7M | 15.99 |
| 2012-03-31 | $22M | 1.3M | 16.68 |
| 2011-12-31 | $8.8M | 537k | 16.33 |
| 2011-09-30 | $6.9M | 522k | 13.12 |
| 2011-06-30 | $8.4M | 514k | 16.31 |
| 2011-03-31 | $8.8M | 504k | 17.44 |
| 2010-12-31 | $5.6M | 471k | 11.91 |
More positions owned by Charles Schwab Investment Management
Home Depot (HD)
View all positions for Charles Schwab Investment Management