Skip to content
Disclosery

Hofer & Associates. Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hofer & Associates. Inc on SCHD, newest first. How the timeline and the estimate are built.

Hofer & Associates. Inc held 19,916 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,916 shares
    Change vs previous 13F -177,904 shares

    0.45% of the 13F portfolio, value $647,856.

    13F-HR 0001754960-26-000855 filed by Hofer & Associates. Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 197,820 shares
    Change vs previous 13F +5,428 shares

    3.03% of the 13F portfolio, value $6,272,862.

    13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 192,392 shares
    Change vs previous 13F +3,766 shares

    3.17% of the 13F portfolio, value $5,902,602.

    13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 188,626 shares
    Change vs previous 13F +6,744 shares

    2.74% of the 13F portfolio, value $5,174,018.

    13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 181,882 shares
    Change vs previous 13F -9,021 shares

    2.84% of the 13F portfolio, value $4,965,392.

    13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 190,903 shares
    Change vs previous 13F -28,479 shares

    3.16% of the 13F portfolio, value $5,058,933.

    13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 219,382 shares
    Change vs previous 13F +5,234 shares

    4.16% of the 13F portfolio, value $6,133,925.

    13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 214,148 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $5,850,510.

    13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).