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
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Hofer & Associates. Inc Portfolio

Follow Hofer & Associates. Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email