Charles Schwab Investment Management Inc Heritage Financial Corp Transaction History
Charles Schwab Investment Management Inc
- $429 Billion
- Q1 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Heritage Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,283,655 shares of HFWA stock, worth $23.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,283,655
Previous 1,008,656
27.26%
Holding current value
$23.1 Million
Previous $21.6 Million
15.37%
% of portfolio
0.01%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding HFWA
# of Institutions
150Shares Held
27.5MCall Options Held
400Put Options Held
700-
Black Rock Inc. New York, NY5.12MShares$92.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.49MShares$44.8 Million0.0% of portfolio
-
Alliancebernstein L.P. New York, NY1.93MShares$34.8 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.85MShares$33.4 Million0.01% of portfolio
-
State Street Corp Boston, MA1.66MShares$29.9 Million0.0% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $633M
- Description
- Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...