SEC 13F Intelligence

Yoffe Investment Management, LLC / SCHC

Yoffe Investment Management, LLC’s Schwab Strategic Tr Position

Does Yoffe Investment Management, LLC own Schwab Strategic Tr (SCHC)? Yes — 19.4K shares worth $908,831 (+1.16% of its 13F portfolio) as of Q1 2026.

Position Value
$908,831
Q1 2026
Shares
19.4K
% of Portfolio
+1.16%
Quarters Held
6
currently held

Position History SCHC

Reported value by quarter
Q4 ’24: $663,613Q4 ’24Q1 ’25: $693,575Q1 ’25Q2 ’25: $823,568Q2 ’25Q3 ’25: $880,033Q3 ’25Q4 ’25: $885,303Q4 ’25Q1 ’26: $908,831Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.4K$908,831+1.16%
Q4 202519.4K$885,303+1.13%
Q3 202519.3K$880,033+1.14%
Q2 202519.3K$823,568+1.13%
Q1 202519.3K$693,575+1.02%
Q4 202419.3K$663,613+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yoffe Investment Management, LLC’s full portfolio or all institutional holders of SCHC.