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 $5.12 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares

190,903

Previous 219,382 12.98%

Holding current value

$5.12 Million

Previous $6.13 Million 17.53%

% of portfolio

3.31%

Previous 4.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,000

Shares Held

917M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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