Hofer & Associates. Inc SCHD Holdings History
Hofer & Associates. Inc's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Hofer & Associates. Inc held 190,903.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $5.06 Mil. This investment constitutes 3.16% of their stock portfolio, and Hofer & Associates. Inc now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 12 purchases of SCHD, at an average price of $42.45, for a total of 219,618.00 shares. In addition, there have been 2 sales at an average price of $26.54 for 28,715.00 shares. Based on historical transaction data and SCHD's current price of $27.14, Hofer & Associates. Inc's estimated gain on his SCHD holdings is $-3.38 Mil, reflecting a -36.25% gain to date.
Hofer & Associates. Inc SCHD ($27.14) Holding Chart
Hofer & Associates. Inc SCHD ($27.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
