CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in HRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $68,710,407 | 1,576,650 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $82,704,605 | 1,635,448 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $89,799,106 | 1,635,983 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $92,729,317 | 1,688,751 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $275,796,372 | 5,219,462 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $313,735,482 | 4,936,829 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $228,626,792 | 4,655,402 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $182,673,996 | 3,776,597 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $165,539,304 | 3,844,387 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $24,417,913 | 1,036,414 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $26,096,725 | 1,043,869 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $25,120,289 | 1,069,859 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $22,670,277 | 1,039,921 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $16,953,071 | 1,068,920 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $17,872,329 | 1,097,135 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $19,370,562 | 1,356,482 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $19,226,225 | 1,365,499 | Shares | Sole | 2020-05-15 |