Yoffe Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History
Yoffe Investment Management, LLC
- $68.3 Billion
- Q4 2024
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 60,560 shares of SCHG stock, worth $1.73 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
60,560Holding current value
$1.73 Million% of portfolio
0.56%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,420Shares Held
2.1BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.6 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.21 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.14 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.09 Billion1.41% of portfolio