Yoffe Investment Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 26,536 shares of SCHA stock, worth $605,816. This represents 0.91% of its overall portfolio holdings.

Number of Shares
26,536
Previous 26,537 0.0%
Holding current value
$605,816
Previous $686 Million 9.4%
% of portfolio
0.91%
Previous 1.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$23.16 - $27.04 $23 - $27
-1 Reduced -0.0%
26,536 $622 Million
Q4 2024

Feb 26, 2025
BUY
$25.33 - $51.16 $25 - $51
1 Added 0.0%
26,537 $686 Million
Q4 2024

Feb 12, 2025
BUY
$25.33 - $51.16 $672,156 - $1.36 Million
26,536 New
26,536 $686 Million

Others Institutions Holding SCHA

# of Institutions
1,260
Shares Held
244M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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