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Schwab Strategic Tr sht tm us tres shares owned by Dopkins Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Dopkins Wealth Management from 13F filings

Historical chart of Dopkins Wealth Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Dopkins Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $811k 17k 48.21
2023-12-31 $844k 17k 48.45
2023-09-30 $876k 18k 47.89
2023-06-30 $915k 19k 48.06
2023-03-31 $1.9M 39k 48.79
2022-12-31 $2.0M 41k 48.24
2022-09-30 $2.5M 51k 48.26
2022-06-30 $2.6M 52k 49.19

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Dopkins Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
Morningstar Investment Management
Morgan Stanley
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners

View all funds holding Schwab Strategic Tr sht tm us tres