Charles Schwab Investment Management Inc Heritage Financial Corp Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 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 1,241,174 shares of HFWA stock, worth $30.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,241,174
Previous 1,260,464
1.53%
Holding current value
$30.2 Million
Previous $22.7 Million
18.89%
% of portfolio
0.01%
Previous 0.0%
Shares
29 transactions
Others Institutions Holding HFWA
# of Institutions
170Shares Held
27.1MCall Options Held
4.5KPut Options Held
2K-
Black Rock Inc. New York, NY4.98MShares$121 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.48MShares$60.3 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.03MShares$49.5 Million0.01% of portfolio
-
Jennison Associates LLC1.74MShares$42.3 Million0.02% of portfolio
-
Alliancebernstein L.P. New York, NY1.73MShares$42 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $853M
- 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...