Yoffe Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$671K	Buy	26,537 +1	+0%	+$25	0.92%	35
2025 Q1	$622K	Sell	26,536 -1	-0%	-$23	0.91%	38
2024 Q4	$686K	Buy	+26,537	New	+$686K	1.02%	30