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Schwab Strategic Tr us dividend eq shares owned by Hofer & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Hofer & Associates from 13F filings

Historical chart of Hofer & Associates investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Hofer & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Hofer & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0B 71k 84530.16
2024-06-30 $5.4B 70k 77760.00
2024-03-31 $5.5B 68k 80630.00
2023-12-31 $5.1B 67k 76130.05
2023-09-30 $4.6B 66k 70759.98
2023-06-30 $4.7B 64k 72620.12
2023-03-31 $4.5B 60k 75540.25
2022-12-31 $4.6B 60k 75540.24
2022-09-30 $3.8M 58k 66.42
2022-06-30 $4.0M 56k 71.62
2022-03-31 $4.3M 55k 78.88
2021-12-31 $2.7M 34k 80.84