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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.0B | 182k | 27300.07 |
| 2025-06-30 | $5.1B | 191k | 26500.02 |
| 2025-03-31 | $6.1B | 219k | 27960.02 |
| 2024-12-31 | $5.9B | 214k | 27319.94 |
| 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 |
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