Charles Schwab Investment Management Inc H&R Block Inc Transaction History

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025

A detailed history of Charles Schwab Investment Management Inc transactions in H&R Block Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,688,751 shares of HRB stock, worth $92.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,688,751
Previous 5,219,462 67.65%
Holding current value
$92.9 Million
Previous $276 Million 66.38%
% of portfolio
0.02%
Previous 0.05%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$49.96 - $55.97 $176 Million - $198 Million
-3,530,711 Reduced 67.65%
1,688,751 $92.7 Million
Q4 2024

Feb 06, 2025
BUY
$52.14 - $63.36 $14.7 Million - $17.9 Million
282,633 Added 5.72%
5,219,462 $276 Million
Q3 2024

Nov 12, 2024
BUY
$52.99 - $66.6 $13.5 Million - $17 Million
255,354 Added 5.45%
4,936,829 $314 Million
Q2 2024

Aug 12, 2024
BUY
$46.26 - $54.23 $1.21 Million - $1.41 Million
26,073 Added 0.56%
4,681,475 $254 Million
Q1 2024

May 08, 2024
BUY
$45.44 - $50.49 $39.9 Million - $44.4 Million
878,805 Added 23.27%
4,655,402 $229 Million
Q4 2023

Feb 06, 2024
SELL
$40.86 - $48.95 $2.77 Million - $3.32 Million
-67,790 Reduced 1.76%
3,776,597 $183 Million
Q3 2023

Nov 08, 2023
BUY
$31.07 - $43.09 $3.68 Million - $5.1 Million
118,329 Added 3.18%
3,844,387 $166 Million
Q2 2023

Aug 09, 2023
BUY
$28.87 - $35.45 $2.94 Million - $3.6 Million
101,673 Added 2.81%
3,726,058 $119 Million
Q1 2023

May 11, 2023
SELL
$33.24 - $39.75 $9.56 Million - $11.4 Million
-287,663 Reduced 7.35%
3,624,385 $128 Million
Q4 2022

Feb 13, 2023
BUY
$36.51 - $43.72 $11 Million - $13.2 Million
302,482 Added 8.38%
3,912,048 $143 Million
Q3 2022

Nov 14, 2022
BUY
$36.45 - $48.44 $23.9 Million - $31.7 Million
655,199 Added 22.18%
3,609,566 $154 Million
Q2 2022

Aug 15, 2022
SELL
$23.77 - $36.27 $358,404 - $546,879
-15,078 Reduced 0.51%
2,954,367 $104 Million
Q1 2022

May 13, 2022
BUY
$21.44 - $26.64 $41.4 Million - $51.5 Million
1,933,031 Added 186.51%
2,969,445 $77.3 Million
Q4 2021

Feb 11, 2022
SELL
$22.76 - $25.71 $169,675 - $191,668
-7,455 Reduced 0.71%
1,036,414 $24.4 Million
Q3 2021

Nov 16, 2021
SELL
$23.34 - $26.27 $606,606 - $682,757
-25,990 Reduced 2.43%
1,043,869 $26.1 Million
Q2 2021

Aug 16, 2021
BUY
$21.86 - $26.19 $654,444 - $784,076
29,938 Added 2.88%
1,069,859 $25.1 Million
Q1 2021

May 17, 2021
SELL
$15.66 - $21.8 $454,124 - $632,178
-28,999 Reduced 2.71%
1,039,921 $22.7 Million
Q4 2020

Feb 16, 2021
SELL
$15.16 - $19.18 $427,739 - $541,163
-28,215 Reduced 2.57%
1,068,920 $17 Million
Q3 2020

Nov 13, 2020
SELL
$13.15 - $16.29 $3.41 Million - $4.22 Million
-259,347 Reduced 19.12%
1,097,135 $17.9 Million
Q2 2020

Aug 14, 2020
SELL
$11.94 - $19.76 $107,662 - $178,175
-9,017 Reduced 0.66%
1,356,482 $19.4 Million
Q1 2020

May 15, 2020
BUY
$12.38 - $24.97 $385,847 - $778,239
31,167 Added 2.34%
1,365,499 $19.2 Million
Q4 2019

Feb 07, 2020
SELL
$23.02 - $25.18 $114,248 - $124,968
-4,963 Reduced 0.37%
1,334,332 $31.3 Million
Q3 2019

Nov 08, 2019
BUY
$23.33 - $29.12 $205,280 - $256,226
8,799 Added 0.66%
1,339,295 $31.6 Million
Q2 2019

Aug 09, 2019
SELL
$24.33 - $29.3 $195,272 - $235,161
-8,026 Reduced 0.6%
1,330,496 $39 Million
Q1 2019

May 14, 2019
BUY
$23.53 - $25.91 $2.65 Million - $2.91 Million
112,450 Added 9.17%
1,338,522 $32 Million
Q4 2018

Feb 14, 2019
BUY
$23.63 - $28.73 $475,908 - $578,622
20,140 Added 1.67%
1,226,072 $31.1 Million
Q3 2018

Nov 13, 2018
BUY
$23.28 - $27.33 $1.1 Million - $1.3 Million
47,412 Added 4.09%
1,205,932 $31.1 Million
Q2 2018

Aug 08, 2018
SELL
$22.5 - $29.6 $4.15 Million - $5.46 Million
-184,404 Reduced 13.73%
1,158,520 $26.4 Million
Q1 2018

May 07, 2018
BUY
$24.47 - $28.73 $3.65 Million - $4.28 Million
149,008 Added 12.48%
1,342,924 $34.1 Million
Q4 2017

Jan 17, 2018
BUY
$23.86 - $28.99 $300,468 - $365,071
12,593 Added 1.07%
1,193,916 $31.3 Million
Q3 2017

Nov 13, 2017
BUY
$25.69 - $31.49 $30.3 Million - $37.2 Million
1,181,323
1,181,323 $31.3 Million

Others Institutions Holding HRB

# of Institutions
626
Shares Held
112M
Call Options Held
247K
Put Options Held
483K
View Full List

About H&R BLOCK INC

HRB Quotes by TradingView
  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $8.73B
  • Description
  • H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...
More about HRB
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