Number of Shares
79,783.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
0.3%
Total Estimate Gain
$13,825.74
% of Total Estimate Gain
0.31%

Schwab Fundamental U.S. Small Company Index Fund's H&R Block Inc Holding Summary

As of 2025-04-30, Schwab Fundamental U.S. Small Company Index Fund held 79,783.00 shares of H&R Block Inc(HRB), totaling $4.82 Mil. This investment constitutes 0.3% of their stock portfolio, and Schwab Fundamental U.S. Small Company Index Fund now holds 0.06% of the outstanding H&R Block Inc(HRB) stock.

The initial trade took place in 2024Q3. And since then Schwab Fundamental U.S. Small Company Index Fund has made 4 purchases of HRB, at an average price of $56.06, for a total of 79,783.00 shares. Based on historical transaction data and HRB's current price of $56.23, Schwab Fundamental U.S. Small Company Index Fund's estimated gain on his HRB holdings is $13,825.74, reflecting a 0.31% gain to date.

Schwab Fundamental U.S. Small Company Index Fund HRB ($56.23) Holding Chart

Schwab Fundamental U.S. Small Company Index Fund HRB ($56.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1