Charles Schwab Investment Management Inc Heritage Financial Corp Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
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 323,223 shares of HFWA stock, worth $7.59 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
323,223
Previous 323,754
0.16%
Holding current value
$7.59 Million
Previous $7.88 Million
2.17%
% of portfolio
0.0%
Previous 0.0%
Shares
32 transactions
Others Institutions Holding HFWA
# of Institutions
179Shares Held
29.1MCall Options Held
0Put Options Held
53.5K-
Black Rock Inc. New York, NY4.98MShares$117 Million0.0% of portfolio
-
Jennison Associates LLC2.98MShares$69.9 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$56.8 Million0.0% of portfolio
-
Victory Capital Management Inc2.41MShares$56.5 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.04MShares$47.9 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 $824M
- 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...