Dopkins Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Dopkins Wealth Management, LLC
- $227 Million
- Q3 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 33,354 shares of SCHC stock, worth $1.52 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
33,354
Previous 38,711
13.84%
Holding current value
$1.52 Million
Previous $1.65 Million
7.95%
% of portfolio
0.67%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding SCHC
# of Institutions
504Shares Held
76.9MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio