Hofer & Associates. Inc Schwab Strategic Tr Us Dividen Transaction History

Hofer & Associates. Inc

  • $153 Million
  • Q2 2025

A detailed history of Hofer & Associates. Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hofer & Associates. Inc holds 190,903 shares of SCHD stock, worth $5.13 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
190,903
Previous 219,382 12.98%
Holding current value
$5.13 Million
Previous $6.13 Million 17.53%
% of portfolio
3.31%
Previous 4.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$24.32 - $27.87 $692,609 - $793,709
-28,479 Reduced 12.98%
190,903 $5.06 Million
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $141,370 - $149,378
5,234 Added 2.44%
219,382 $6.13 Million
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $3.86 Million - $12.2 Million
143,464 Added 202.97%
214,148 $5.85 Million
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $73,477 - $81,147
954 Added 1.37%
70,684 $5.97 Million
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $114,776 - $121,347
1,514 Added 2.22%
69,730 $5.42 Million
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $117,239 - $125,621
1,558 Added 2.34%
68,216 $5.5 Million
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $65,026 - $74,183
972 Added 1.48%
66,658 $5.07 Million
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $89,982 - $96,390
1,274 Added 1.98%
65,686 $4.65 Million
Q2 2023

Jul 14, 2023
BUY
$69.18 - $73.94 $290,901 - $310,917
4,205 Added 6.98%
64,412 $4.68 Million
Q1 2023

Apr 14, 2023
SELL
$70.28 - $78.03 $16,586 - $18,415
-236 Reduced 0.39%
60,207 $4.4 Million
Q4 2022

Jan 26, 2023
BUY
$67.16 - $79.06 $169,646 - $199,705
2,526 Added 4.36%
60,443 $0
Q3 2022

Dec 15, 2022
BUY
$66.43 - $77.87 $144,950 - $169,912
2,182 Added 3.91%
57,917 $3.85 Million
Q2 2022

Dec 15, 2022
BUY
$70.31 - $80.24 $65,528 - $74,783
932 Added 1.7%
55,735 $3.99 Million
Q1 2022

Dec 15, 2022
BUY
$75.14 - $81.94 $1.59 Million - $1.74 Million
21,195 Added 63.07%
54,803 $4.32 Million
Q4 2021

Dec 15, 2022
BUY
$74.93 - $80.86 $2.52 Million - $2.72 Million
33,608 New
33,608 $2.72 Million

Others Institutions Holding SCHD

# of Institutions
1,998
Shares Held
896M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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