Dopkins Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Dopkins Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Sell	29,313 -1,874	-6%	-$93K	0.51%	36
2026 Q1	$1.46M	Sell	31,187 -1,836	-6%	-$88.8K	0.59%	34
2025 Q4	$1.5M	Sell	33,023 -331	-1%	-$15K	0.61%	34
2025 Q3	$1.52M	Sell	33,354 -5,357	-14%	-$235K	0.64%	34
2025 Q2	$1.65M	Hold	38,711	–	–	0.74%	33
2025 Q1	$1.39M	Buy	38,711 +1,836	+5%	+$65.6K	0.71%	32
2024 Q4	$1.27M	Buy	+36,875	New	+$1.34M	0.64%	31
2024 Q3	–	Sell	-35,120	Closed	-$1.25M	–	83
2024 Q2	$1.25M	Sell	35,120 -1,054	-3%	-$37.6K	0.76%	20
2024 Q1	$1.3M	Sell	36,174 -700	-2%	-$24.1K	0.78%	19
2023 Q4	$1.29M	Sell	36,874 -185	-0.5%	-$6K	1%	17
2023 Q3	$1.2M	Buy	37,059 +655	+2%	+$22.2K	0.9%	16
2023 Q2	$1.23M	Sell	36,404 -159	-0.4%	-$5.38K	1.1%	15
2023 Q1	$1.23M	Sell	36,563 -950	-3%	-$31.7K	1.15%	16
2022 Q4	$1.18M	Buy	+37,513	New	+$1.14M	1.04%	17

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Dopkins Wealth Management's SCHC Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 6% in Q2 2026, selling an estimated $93K and leaving 29,313 shares worth $1.41M. The position accounts for 0.51% of the portfolio, ranked #36.

Dopkins Wealth Management first reported a position in SCHC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q2 2025. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Dopkins Wealth Management held 29,313 shares of Schwab International Small-Cap Equity ETF worth $1.41M as of Q2 2026.
Dopkins Wealth Management sold 1,874 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $93K.
Schwab International Small-Cap Equity ETF made up 0.51% of Dopkins Wealth Management's portfolio in Q2 2026, its #36 holding.
Dopkins Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
Dopkins Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.65M in Q2 2025.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.