Yoffe Investment Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 26,536 shares of SCHA stock, worth $698,427. This represents 1.0% of its overall portfolio holdings.
Number of Shares
26,536Holding current value
$698,427% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,205Shares Held
222MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$667 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$582 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$362 Million0.47% of portfolio
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Personal Capital Advisors Corp10.5MShares$277 Million2.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$134 Million0.28% of portfolio