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 4,936,829 shares of HRB stock, worth $268 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,936,829
Previous 4,681,475 5.45%
Holding current value
$268 Million
Previous $254 Million 23.58%
% of portfolio
0.06%
Previous 0.05%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About H&R BLOCK INC


  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $8.61B
  • 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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