Charles Schwab Investment Management Inc Houlihan Lokey, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 589,739 shares of HLI stock, worth $114 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
589,739
Previous 598,767 1.51%
Holding current value
$114 Million
Previous $96.7 Million 9.74%
% of portfolio
0.02%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$141.59 - $182.75 $1.28 Million - $1.65 Million
-9,028 Reduced 1.51%
589,739 $106 Million
Q1 2025

May 09, 2025
SELL
$154.43 - $187.4 $646,907 - $785,018
-4,189 Reduced 0.69%
598,767 $96.7 Million
Q4 2024

Feb 06, 2025
BUY
$158.81 - $190.49 $306,662 - $367,836
1,931 Added 0.32%
602,956 $105 Million
Q3 2024

Nov 12, 2024
BUY
$134.11 - $161.99 $20 Million - $24.2 Million
149,114 Added 33.0%
601,025 $95 Million
Q2 2024

Aug 12, 2024
BUY
$122.38 - $136.8 $922,867 - $1.03 Million
7,541 Added 1.7%
451,911 $60.9 Million
Q1 2024

May 08, 2024
BUY
$114.14 - $131.85 $1.62 Million - $1.87 Million
14,218 Added 3.31%
444,370 $57 Million
Q4 2023

Feb 06, 2024
BUY
$96.94 - $122.19 $1.45 Million - $1.83 Million
14,985 Added 3.61%
430,152 $51.6 Million
Q3 2023

Nov 08, 2023
BUY
$94.84 - $110.06 $3.66 Million - $4.25 Million
38,587 Added 10.25%
415,167 $44.5 Million
Q2 2023

Aug 09, 2023
SELL
$84.95 - $98.88 $8.89 Million - $10.3 Million
-104,654 Reduced 21.75%
376,580 $37 Million
Q1 2023

May 11, 2023
BUY
$85.36 - $100.78 $1.26 Million - $1.49 Million
14,769 Added 3.17%
481,234 $42.1 Million
Q4 2022

Feb 13, 2023
BUY
$76.69 - $101.58 $1.12 Million - $1.48 Million
14,578 Added 3.23%
466,465 $40.7 Million
Q3 2022

Nov 14, 2022
BUY
$75.03 - $88.87 $1.08 Million - $1.27 Million
14,332 Added 3.28%
451,887 $34.1 Million
Q2 2022

Aug 15, 2022
SELL
$76.53 - $89.4 $146,937 - $171,648
-1,920 Reduced 0.44%
437,555 $34.5 Million
Q1 2022

May 13, 2022
BUY
$87.8 - $119.53 $552,613 - $752,321
6,294 Added 1.45%
439,475 $38.6 Million
Q4 2021

Feb 11, 2022
BUY
$93.45 - $118.96 $743,394 - $946,326
7,955 Added 1.87%
433,181 $44.8 Million
Q3 2021

Nov 16, 2021
BUY
$80.26 - $95.55 $422,649 - $503,166
5,266 Added 1.25%
425,226 $39.2 Million
Q2 2021

Aug 16, 2021
BUY
$65.35 - $81.79 $988,026 - $1.24 Million
15,119 Added 3.73%
419,960 $34.3 Million
Q1 2021

May 17, 2021
BUY
$63.56 - $72.24 $817,826 - $929,512
12,867 Added 3.28%
404,841 $26.9 Million
Q4 2020

Feb 16, 2021
BUY
$59.42 - $70.1 $609,530 - $719,085
10,258 Added 2.69%
391,974 $26.4 Million
Q3 2020

Nov 13, 2020
BUY
$54.55 - $60.34 $313,335 - $346,592
5,744 Added 1.53%
381,716 $22.5 Million
Q2 2020

Aug 14, 2020
BUY
$53.41 - $64.39 $2.12 Million - $2.55 Million
39,633 Added 11.78%
375,972 $20.9 Million
Q1 2020

May 15, 2020
BUY
$45.87 - $57.92 $1.13 Million - $1.42 Million
24,534 Added 7.87%
336,339 $17.5 Million
Q4 2019

Feb 07, 2020
BUY
$43.05 - $49.12 $1.12 Million - $1.28 Million
26,095 Added 9.13%
311,805 $15.2 Million
Q3 2019

Nov 08, 2019
BUY
$41.93 - $46.82 $2.45 Million - $2.73 Million
58,319 Added 25.65%
285,710 $12.9 Million
Q2 2019

Aug 09, 2019
BUY
$43.72 - $49.51 $713,597 - $808,102
16,322 Added 7.73%
227,391 $10.1 Million
Q1 2019

May 14, 2019
BUY
$36.64 - $46.75 $776,108 - $990,258
21,182 Added 11.16%
211,069 $9.68 Million
Q4 2018

Feb 14, 2019
BUY
$34.76 - $45.14 $109,215 - $141,829
3,142 Added 1.68%
189,887 $6.99 Million
Q3 2018

Nov 13, 2018
BUY
$44.93 - $52.89 $777,468 - $915,208
17,304 Added 10.21%
186,745 $8.39 Million
Q2 2018

Aug 08, 2018
BUY
$43.57 - $52.52 $963,506 - $1.16 Million
22,114 Added 15.01%
169,441 $8.68 Million
Q1 2018

May 07, 2018
BUY
$43.6 - $51.55 $705,491 - $834,130
16,181 Added 12.34%
147,327 $6.57 Million
Q4 2017

Jan 17, 2018
BUY
$39.25 - $46.02 $415,108 - $486,707
10,576 Added 8.77%
131,146 $5.96 Million
Q3 2017

Nov 13, 2017
BUY
$34.86 - $39.31 $4.2 Million - $4.74 Million
120,570
120,570 $4.72 Million

Others Institutions Holding HLI

# of Institutions
584
Shares Held
53.8M
Call Options Held
21.4K
Put Options Held
13.8K
View Full List

About HOULIHAN LOKEY, INC.

HLI Quotes by TradingView
  • Ticker HLI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 49,663,900
  • Market Cap $9.58B
  • Description
  • Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers gen...
More about HLI
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