Yoffe Investment Management, LLC Schwab Strategic Tr Intl Small Transaction History
Yoffe Investment Management, LLC
- $76.9 Billion
- Q3 2025
A detailed history of Yoffe Investment Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 19,337 shares of SCHC stock, worth $870,938. This represents 1.14% of its overall portfolio holdings.
Number of Shares
19,337
Previous 19,337
-0.0%
Holding current value
$870,938
Previous $824 Million
6.86%
% of portfolio
1.14%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding SCHC
# of Institutions
514Shares Held
45.3MCall 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