Yoffe Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Yoffe Investment Management, LLC
- $76.9 Billion
- Q3 2025
A detailed history of Yoffe Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 13,228 shares of SCHE stock, worth $447,238. This represents 0.57% of its overall portfolio holdings.
Number of Shares
13,228
Previous 13,228
-0.0%
Holding current value
$447,238
Previous $399 Million
10.72%
% of portfolio
0.57%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares Held
157MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio