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Heritage Commerce shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

All positions including Heritage Commerce 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 Commerce by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 496k 9.88
2024-06-30 $4.3M 489k 8.70
2024-03-31 $4.1M 476k 8.58
2023-12-31 $4.7M 470k 9.92
2023-09-30 $3.9M 464k 8.47
2023-06-30 $3.7M 451k 8.28
2023-03-31 $3.7M 447k 8.33
2022-12-31 $5.8M 446k 13.00
2022-09-30 $5.0M 437k 11.34
2022-06-30 $4.6M 426k 10.69
2022-03-31 $4.9M 436k 11.25
2021-12-31 $5.1M 426k 11.94
2021-09-30 $4.8M 415k 11.63
2021-06-30 $4.6M 411k 11.13
2021-03-31 $4.9M 402k 12.22
2020-12-31 $3.5M 392k 8.87
2020-09-30 $2.5M 382k 6.66
2020-06-30 $2.9M 387k 7.51
2020-03-31 $2.8M 366k 7.67
2019-12-31 $4.6M 358k 12.83
2019-09-30 $3.0M 256k 11.76
2019-06-30 $2.7M 221k 12.25
2019-03-31 $2.7M 226k 12.10
2018-12-31 $2.3M 205k 11.34
2018-09-30 $3.1M 205k 14.92
2018-06-30 $3.3M 194k 16.99
2018-03-31 $2.9M 177k 16.48
2017-12-31 $2.5M 164k 15.32
2017-09-30 $1.8M 130k 14.23
2017-06-30 $724k 53k 13.79
2017-03-31 $557k 40k 14.10
2016-12-31 $570k 40k 14.43
2016-09-30 $433k 40k 10.96
2016-06-30 $416k 40k 10.53
2016-03-31 $396k 40k 10.03
2015-12-31 $473k 40k 11.97
2015-09-30 $317k 28k 11.36
2015-06-30 $269k 28k 9.64
2015-03-31 $255k 28k 9.14
2014-12-31 $247k 28k 8.85
2014-09-30 $230k 28k 8.24
2014-06-30 $228k 28k 8.17
2014-03-31 $225k 28k 8.06
2013-12-31 $230k 28k 8.24
2013-09-30 $212k 28k 7.60
2013-06-30 $335k 47k 7.08
2013-03-31 $313k 47k 6.62
2012-12-31 $331k 47k 7.00
2012-09-30 $456k 65k 7.02
2012-06-30 $778k 119k 6.55
2012-03-31 $847k 125k 6.75
2011-12-31 $353k 74k 4.75
2011-09-30 $137k 37k 3.75
2011-06-30 $181k 37k 4.96