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Heritage Financial Corporation shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $381k 27k 14.04
2012-12-31 $371k 25k 14.70
2012-09-30 $535k 35k 15.14
2012-06-30 $526k 35k 14.89
2012-03-31 $495k 35k 14.21
2011-12-31 $311k 25k 12.57

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Top funds holding Heritage Financial Corporation

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Jennison Associates
Alliancebernstein
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
Northern Trust
Arrowstreet Capital, Limited Partnership
Manufacturers Life Insurance Company

View all funds holding Heritage Financial Corporation