SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Hofer & Associates. Inc's Holding History (CIK: 0001958491)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 188,626 Value ($000) $5,174 Avg Close — Range —
Q3 2025
Shares 181,882 Value ($000) $4,965 Avg Close — Range —
Q2 2025
Shares 190,903 Value ($000) $5,059 Avg Close — Range —
Q1 2025
Shares 219,382 Value ($000) $6,134 Avg Close — Range —
Q4 2024
Shares 214,148 Value ($000) $5,851 Avg Close — Range —
Q3 2024
Shares 70,684 Value ($000) $5,975 Avg Close — Range —
Q2 2024
Shares 69,730 Value ($000) $5,422 Avg Close — Range —
Q1 2024
Shares 68,216 Value ($000) $5,500 Avg Close — Range —
Q4 2023
Shares 66,658 Value ($000) $5,075 Avg Close — Range —
Q3 2023
Shares 65,686 Value ($000) $4,648 Avg Close — Range —
Q2 2023
Shares 64,412 Value ($000) $4,678 Avg Close — Range —
Q1 2023
Shares 60,207 Value ($000) $4,548 Avg Close — Range —
Q4 2022
Shares 60,443 Value ($000) $4,566 Avg Close — Range —
Q3 2022
Shares 57,917 Value ($000) $3,847 Avg Close — Range —
Q2 2022
Shares 55,735 Value ($000) $3,992 Avg Close — Range —
Q1 2022
Shares 54,803 Value ($000) $4,323 Avg Close — Range —
Q4 2021
Shares 33,608 Value ($000) $2,717 Avg Close — Range —