Dopkins Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 4,460 shares of SCHO stock, worth $107,396. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,460
Previous 16,860 73.55%
Holding current value
$107,396
Previous $811,000 73.12%
% of portfolio
0.18%
Previous 0.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$47.93 - $49.06 $594,332 - $608,344
-12,400 Reduced 73.55%
4,460 $218,000
Q2 2024

Jul 30, 2024
BUY
$47.75 - $48.13 $1,575 - $1,588
33 Added 0.2%
16,860 $811,000
Q1 2024

May 03, 2024
SELL
$48.05 - $48.63 $28,493 - $28,837
-593 Reduced 3.4%
16,827 $811,000
Q4 2023

Jan 25, 2024
SELL
$47.66 - $48.45 $41,368 - $42,054
-868 Reduced 4.75%
17,420 $843,000
Q3 2023

Nov 13, 2023
SELL
$47.78 - $48.2 $36,026 - $36,342
-754 Reduced 3.96%
18,288 $875,000
Q2 2023

Aug 07, 2023
SELL
$48.06 - $48.89 $976,290 - $993,151
-20,314 Reduced 51.62%
19,042 $915,000
Q1 2023

May 05, 2023
SELL
$47.8 - $49.0 $91,106 - $93,394
-1,906 Reduced 4.62%
39,356 $1.92 Million
Q4 2022

Feb 07, 2023
SELL
$47.89 - $48.47 $477,846 - $483,633
-9,978 Reduced 19.47%
41,262 $1.99 Million
Q3 2022

Nov 01, 2022
SELL
$48.15 - $49.37 $42,468 - $43,544
-882 Reduced 1.69%
51,240 $2.47 Million
Q2 2022

Aug 01, 2022
BUY
$48.73 - $49.59 $2.54 Million - $2.58 Million
52,122 New
52,122 $2.56 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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