Hofer & Associates. Inc Schwab Strategic Tr Us Dividen Transaction History
Hofer & Associates. Inc
- $129 Million
- Q2 2024
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 69,730 shares of SCHD stock, worth $5.89 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
69,730
Previous 68,216
2.22%
Holding current value
$5.89 Million
Previous $5.5 Million
1.42%
% of portfolio
4.2%
Previous 4.63%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio