Heritage Financial Corp /Wa/

CHARLES SCHWAB INVESTMENT MANAGEMENT INC HFWA

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/13/2026

Shares

326,536

Value ($000)

7,723

Weight

0.0%

2013 Q4 - 2025 Q4 (28 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/13/2026	7,723	0.0%	326,536	12/31/2025
2025 Q3	11/10/2025	7,930	0.0%	327,810	9/30/2025
2025 Q2	8/12/2025	7,706	0.0%	323,223	6/30/2025
2025 Q1	9/15/2025	7,877	0.0%	323,754	3/31/2025
2024 Q4	2/6/2025	30,623	0.0%	1,249,905	12/31/2024
2024 Q3	11/12/2024	27,020	0.0%	1,241,174	9/30/2024
2024 Q2	8/12/2024	22,726	0.0%	1,260,464	6/30/2024
2024 Q1	5/9/2024	24,890	0.0%	1,283,655	3/31/2024
2023 Q4	2/6/2024	21,575	0.0%	1,008,656	12/31/2023
2023 Q3	11/8/2023	16,028	0.0%	982,685	9/30/2023
2023 Q2	8/10/2023	15,162	0.0%	937,633	6/30/2023
2023 Q1	5/12/2023	18,701	0.0%	873,883	3/31/2023
2022 Q4	2/13/2023	27,989	0.0%	913,472	12/31/2022
2022 Q3	11/14/2022	21,652	0.0%	817,983	9/30/2022
2022 Q2	8/15/2022	18,461	0.0%	733,714	6/30/2022
2022 Q1	5/13/2022	16,811	0.0%	670,814	3/31/2022
2021 Q4	2/11/2022	15,073	0.0%	616,735	12/31/2021
2021 Q3	11/16/2021	15,336	0.0%	601,374	9/30/2021
2021 Q2	8/16/2021	13,862	0.0%	554,024	6/30/2021
2021 Q1	5/17/2021	14,291	0.0%	506,026	3/31/2021
2020 Q4	2/16/2021	12,577	0.0%	537,680	12/31/2020
2020 Q3	11/13/2020	9,745	0.0%	529,899	9/30/2020
2020 Q2	8/20/2020	9,924	0.0%	496,166	6/30/2020
2020 Q1	5/15/2020	4,592	0.0%	229,573	3/31/2020
2019 Q4	2/7/2020	6,403	0.0%	226,252	12/31/2019
2014 Q2	7/30/2014	832	0.0%	51,680	6/30/2014
2014 Q1	4/29/2014	460	0.0%	27,135	3/31/2014
2013 Q4	2/14/2014	465	0.0%	27,135	12/31/2013