CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HFWA — Heritage Financial Corp /Wa/
CIK 884546
SAN FRANCISCO, CA
Position in HFWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,831,264
+$2,028,146 QoQ
Shares Held
399,435
+5.9% QoQ
Ownership
0.976%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. HFWA ranks #118 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp De
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in HFWA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,831,264 | 399,435 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,803,118 | 377,043 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,722,576 | 326,536 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,929,723 | 327,810 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,705,636 | 323,223 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,876,934 | 323,754 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $30,622,672 | 1,249,905 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,020,357 | 1,241,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,726,165 | 1,260,464 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,890,070 | 1,283,655 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,575,151 | 1,008,656 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,027,592 | 982,685 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,161,525 | 937,633 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,701,096 | 873,883 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,988,782 | 913,472 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,652,010 | 817,983 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,460,244 | 733,714 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,810,598 | 670,814 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,073,003 | 616,735 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,335,037 | 601,374 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $13,861,680 | 554,024 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,290,174 | 506,026 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,576,335 | 537,680 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,744,842 | 529,899 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,923,320 | 496,166 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $4,591,460 | 229,573 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||