Heritage Global shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Heritage Global (HGBL) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Heritage Global
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Quarterly reported holdings in Heritage Global by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 17k | 1.66 |
| 2025-06-30 | $37k | 17k | 2.22 |
| 2025-03-31 | $37k | 17k | 2.18 |
| 2024-12-31 | $31k | 17k | 1.85 |
| 2024-09-30 | $29k | 17k | 1.70 |
| 2024-06-30 | $41k | 17k | 2.46 |
| 2024-03-31 | $44k | 17k | 2.64 |
| 2023-12-31 | $47k | 17k | 2.78 |
| 2023-09-30 | $52k | 17k | 3.12 |
| 2023-06-30 | $61k | 17k | 3.62 |
| 2022-12-31 | $45k | 19k | 2.35 |
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