Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

HRBHRB
30 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in BLOCK H & R INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.8M shares of HRB (BLOCK H & R INC), worth $56.5M as of 2026-Q1. The position was increased (+13.0% shares). HRB represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$56.5M

Current Shares

1.8M

Total Value Change

+$25.4M

Total Shares Change

+555,551

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+13.0%
$56.5M0.0%$31.50
33
2025-Q4
Decreased
1.6M
-3.6%
$68.7M0.0%$43.55
0
2025-Q3
Decreased
1.6M
-0.0%
$82.7M0.0%$50.10
0
2025-Q2
Decreased
1.6M
-3.1%
$89.8M0.0%$53.72
0
2025-Q1
Decreased
1.7M
-67.7%
$92.7M0.0%$52.79
0
2024-Q4
Increased
5.2M
+5.7%
$275.8M0.1%$50.52
33
2024-Q3
Increased
4.9M
+5.5%
$313.7M0.1%$61.27
33
2024-Q2
Increased
4.7M
+0.6%
$253.9M0.0%$51.90
31
2024-Q1
Increased
4.7M
+23.3%
$228.6M0.1%$46.71
37
2023-Q4
Decreased
3.8M
-1.8%
$182.7M0.0%$45.70
0
2023-Q3
Increased
3.8M
+3.2%
$165.5M0.0%$40.40
31
2023-Q2
Increased
3.7M
+2.8%
$118.7M0.0%$29.80
31
2023-Q1
Decreased
3.6M
-7.3%
$127.8M0.0%$31.90
0
2022-Q4
Increased
3.9M
+8.4%
$142.8M0.0%$33.39
33
2022-Q3
Increased
3.6M
+22.2%
$153.6M0.1%$39.43
37
2022-Q2
Decreased
3M
-0.5%
$104.3M0.0%$31.20
0
2022-Q1
Increased
3M
+186.5%
$77.3M0.0%$23.47
48
2021-Q4
Decreased
1M
-0.7%
$24.4M0.0%$20.93
0
2021-Q3
Decreased
1M
-2.4%
$26.1M0.0%$22.08
0
2021-Q2
Increased
1.1M
+2.9%
$25.1M0.0%$20.24
29
2021-Q1
Decreased
1M
-2.7%
$22.7M0.0%$18.68
0
2020-Q4
Decreased
1.1M
-2.6%
$17M0.0%$13.14
0
2020-Q3
Decreased
1.1M
-19.1%
$17.9M0.0%$13.52
0
2020-Q2
Decreased
1.4M
-0.7%
$19.4M0.0%$11.66
0
2020-Q1
Increased
1.4M
+2.3%
$19.2M0.0%$11.29
29
2019-Q4
Decreased
1.3M
-0.4%
$31.3M0.0%$18.56
0
2019-Q3
Increased
1.3M
+0.7%
$31.6M0.0%$18.32
29
2019-Q2
Decreased
1.3M
-0.6%
$39M0.0%$22.77
0
2019-Q1
Increased
1.3M
+9.2%
$32M0.0%$18.44
32
2018-Q4
New
1.2M
-
$31.1M0.0%$19.23
40

Other major holders of HRB: VANGUARD GROUP INC, BlackRock, Inc., BlackRock Finance, Inc.

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