Dopkins Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Dopkins Wealth Management, LLC
- $230 Million
- Q4 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 33,023 shares of SCHC stock, worth $1.49 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
33,023
Previous 33,354
0.99%
Holding current value
$1.49 Million
Previous $1.52 Million
1.98%
% of portfolio
0.65%
Previous 0.67%
Shares
11 transactions
Others Institutions Holding SCHC
# of Institutions
521Shares Held
45.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio