Yoffe Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History
Yoffe Investment Management, LLC
- $68.1 Billion
- Q1 2025
A detailed history of Yoffe Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 13,824 shares of SCHG stock, worth $402,140. This represents 0.51% of its overall portfolio holdings.
Number of Shares
13,824
Previous 13,824
-0.0%
Holding current value
$402,140
Previous $385 Million
10.15%
% of portfolio
0.51%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,516Shares Held
743MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.4 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.2 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.18 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.11 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$716 Million0.25% of portfolio