Dopkins Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History

Dopkins Wealth Management, LLC

$190 Million
Q1 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 38,711 shares of SCHC stock, worth $1.58 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

38,711

Previous 36,875 4.98%

Holding current value

$1.58 Million

Previous $1.27 Million 9.72%

% of portfolio

0.73%

Previous 0.67%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$33.57 - $37.22 $61,634 - $68,335	1,836 Added 4.98%	38,711 $1.39 Million
Q4 2024 Feb 10, 2025	BUY	$33.93 - $38.37 $1.25 Million - $1.41 Million	36,875 New	36,875 $1.27 Million
Q2 2024 Jul 30, 2024	SELL	$34.12 - $36.71 $35,962 - $38,692	-1,054 Reduced 2.91%	35,120 $1.25 Million
Q1 2024 May 03, 2024	SELL	$33.2 - $35.86 $23,240 - $25,102	-700 Reduced 1.9%	36,174 $1.3 Million
Q4 2023 Jan 25, 2024	SELL	$30.0 - $35.05 $5,550 - $6,484	-185 Reduced 0.5%	36,874 $1.29 Million
Q3 2023 Nov 13, 2023	BUY	$32.0 - $35.51 $20,960 - $23,259	655 Added 1.8%	37,059 $1.2 Million
Q2 2023 Aug 07, 2023	SELL	$32.67 - $34.58 $5,194 - $5,498	-159 Reduced 0.43%	36,404 $1.23 Million
Q1 2023 May 05, 2023	SELL	$31.54 - $34.93 $29,963 - $33,183	-950 Reduced 2.53%	36,563 $1.23 Million
Q4 2022 Feb 07, 2023	BUY	$27.31 - $32.98 $1.02 Million - $1.24 Million	37,513 New	37,513 $1.18 Million

Others Institutions Holding SCHC

# of Institutions

459

Shares Held

44.1M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Account

Dopkins Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History