Charles Schwab’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70.3M | Buy |
1,845,107
+63,484
| +4% | +$2.21M | 0.01% | 1008 |
|
|
2026
Q1 | $56.5M | Buy |
1,781,623
+204,973
| +13% | +$7.14M | 0.01% | 1068 |
|
|
2025
Q4 | $68.7M | Sell |
1,576,650
-58,798
| -4% | -$2.75M | 0.01% | 949 |
|
|
2025
Q3 | $82.7M | Sell |
1,635,448
-535
| -0% | -$28.3K | 0.01% | 819 |
|
|
2025
Q2 | $89.8M | Sell |
1,635,983
-52,768
| -3% | -$3.05M | 0.02% | 730 |
|
|
2025
Q1 | $92.7M | Sell |
1,688,751
-3,530,711
| -68% | -$189M | 0.02% | 683 |
|
|
2024
Q4 | $276M | Buy |
5,219,462
+282,633
| +6% | +$16.6M | 0.05% | 295 |
|
|
2024
Q3 | $314M | Buy |
4,936,829
+255,354
| +5% | +$15.2M | 0.06% | 265 |
|
|
2024
Q2 | $254M | Buy |
4,681,475
+26,073
| +0.6% | +$1.3M | 0.05% | 311 |
|
|
2024
Q1 | $229M | Buy |
4,655,402
+878,805
| +23% | +$41.8M | 0.05% | 313 |
|
|
2023
Q4 | $183M | Sell |
3,776,597
-67,790
| -2% | -$3.02M | 0.05% | 345 |
|
|
2023
Q3 | $166M | Buy |
3,844,387
+118,329
| +3% | +$4.37M | 0.05% | 337 |
|
|
2023
Q2 | $119M | Buy |
3,726,058
+101,673
| +3% | +$3.28M | 0.03% | 449 |
|
|
2023
Q1 | $128M | Sell |
3,624,385
-287,663
| -7% | -$10.6M | 0.04% | 408 |
|
|
2022
Q4 | $143M | Buy |
3,912,048
+302,482
| +8% | +$12.3M | 0.05% | 351 |
|
|
2022
Q3 | $154M | Buy |
3,609,566
+655,199
| +22% | +$27.7M | 0.06% | 318 |
|
|
2022
Q2 | $104M | Sell |
2,954,367
-15,078
| -0.5% | -$465K | 0.04% | 435 |
|
|
2022
Q1 | $77.3M | Buy |
2,969,445
+1,933,031
| +187% | +$46.9M | 0.02% | 625 |
|
|
2021
Q4 | $24.4M | Sell |
1,036,414
-7,455
| -0.7% | -$181K | 0.01% | 1420 |
|
|
2021
Q3 | $26.1M | Sell |
1,043,869
-25,990
| -2% | -$647K | 0.01% | 1353 |
|
|
2021
Q2 | $25.1M | Buy |
1,069,859
+29,938
| +3% | +$709K | 0.01% | 1404 |
|
|
2021
Q1 | $22.7M | Sell |
1,039,921
-28,999
| -3% | -$548K | 0.01% | 1422 |
|
|
2020
Q4 | $17M | Sell |
1,068,920
-28,215
| -3% | -$487K | 0.01% | 1520 |
|
|
2020
Q3 | $17.9M | Sell |
1,097,135
-259,347
| -19% | -$3.81M | 0.01% | 1288 |
|
|
2020
Q2 | $19.4M | Sell |
1,356,482
-9,017
| -0.7% | -$143K | 0.01% | 1203 |
|
|
2020
Q1 | $19.2M | Buy |
1,365,499
+31,167
| +2% | +$653K | 0.01% | 1042 |
|
|
2019
Q4 | $31.3M | Sell |
1,334,332
-4,963
| -0.4% | -$119K | 0.02% | 918 |
|
|
2019
Q3 | $31.6M | Buy |
1,339,295
+8,799
| +0.7% | +$233K | 0.02% | 866 |
|
|
2019
Q2 | $39M | Sell |
1,330,496
-8,026
| -0.6% | -$216K | 0.02% | 703 |
|
|
2019
Q1 | $32M | Buy |
1,338,522
+112,450
| +9% | +$2.76M | 0.02% | 819 |
|
|
2018
Q4 | $31.1M | Buy |
1,226,072
+20,140
| +2% | +$538K | 0.02% | 683 |
|
|
2018
Q3 | $31.1M | Buy |
1,205,932
+47,412
| +4% | +$1.2M | 0.02% | 832 |
|
|
2018
Q2 | $26.4M | Sell |
1,158,520
-184,404
| -14% | -$4.89M | 0.02% | 885 |
|
|
2018
Q1 | $34.1M | Buy |
1,342,924
+149,008
| +12% | +$3.92M | 0.03% | 666 |
|
|
2017
Q4 | $31.3M | Buy |
1,193,916
+12,593
| +1% | +$327K | 0.02% | 675 |
|
|
2017
Q3 | $31.3M | Buy |
1,181,323
+117,110
| +11% | +$3.4M | 0.03% | 620 |
|
|
2017
Q2 | $32.9M | Buy |
1,064,213
+85,120
| +9% | +$2.23M | 0.03% | 550 |
|
|
2017
Q1 | $22.8M | Buy |
979,093
+15,920
| +2% | +$356K | 0.02% | 744 |
|
|
2016
Q4 | $22.1M | Buy |
963,173
+45,881
| +5% | +$1.05M | 0.02% | 696 |
|
|
2016
Q3 | $21.2M | Buy |
917,292
+24,166
| +3% | +$565K | 0.03% | 649 |
|
|
2016
Q2 | $20.5M | Buy |
893,126
+20,573
| +2% | +$457K | 0.03% | 622 |
|
|
2016
Q1 | $23.1M | Sell |
872,553
-159,159
| -15% | -$5M | 0.03% | 551 |
|
|
2015
Q4 | $34.4M | Sell |
1,031,712
-58,301
| -5% | -$2.07M | 0.05% | 374 |
|
|
2015
Q3 | $39.5M | Buy |
1,090,013
+29,017
| +3% | +$983K | 0.06% | 317 |
|
|
2015
Q2 | $31.5M | Buy |
1,060,996
+16,148
| +2% | +$507K | 0.04% | 416 |
|
|
2015
Q1 | $33.5M | Sell |
1,044,848
-380,577
| -27% | -$12.7M | 0.05% | 386 |
|
|
2014
Q4 | $48M | Buy |
1,425,425
+71,977
| +5% | +$2.31M | 0.07% | 268 |
|
|
2014
Q3 | $42M | Buy |
1,353,448
+349,248
| +35% | +$11.4M | 0.07% | 265 |
|
|
2014
Q2 | $33.7M | Buy |
1,004,200
+197,474
| +24% | +$5.88M | 0.06% | 320 |
|
|
2014
Q1 | $24.4M | Sell |
806,726
-199,562
| -20% | -$5.99M | 0.04% | 397 |
|
|
2013
Q4 | $29.2M | Buy |
1,006,288
+41,185
| +4% | +$1.17M | 0.06% | 327 |
|
|
2013
Q3 | $26.9M | Buy |
965,103
+40,499
| +4% | +$1.18M | 0.05% | 331 |
|
|
2013
Q2 | $26M | Buy |
+924,604
| New | +$26.4M | 0.06% | 312 |
|
Other funds holding HRB
Charles Schwab's HRB Position: Q2 2026 in Review
Charles Schwab increased its H&R Block (HRB) stake by 3.6% in Q2 2026, buying an estimated $2.21M and bringing the position to 1,845,107 shares worth $70.3M. The position accounts for 0.01% of the portfolio, ranked #1008.
Charles Schwab first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $314M in Q3 2024. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Charles Schwab held 1,845,107 shares of H&R Block worth $70.3M as of Q2 2026.
- Charles Schwab bought 63,484 H&R Block shares in Q2 2026, an estimated $2.21M.
- H&R Block made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1008 holding.
- Charles Schwab first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's H&R Block position peaked at $314M in Q3 2024.
- 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.