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

Yoffe Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$959K	Hold	26,537	–	–	1.1%	24
2026 Q1	$772K	Hold	26,537	–	–	0.99%	34
2025 Q4	$756K	Hold	26,537	–	–	0.96%	36
2025 Q3	$740K	Hold	26,537	–	–	0.96%	34
2025 Q2	$671K	Buy	26,537 +1	+0%	+$24	0.92%	35
2025 Q1	$622K	Sell	26,536 -1	-0%	-$25	0.91%	38
2024 Q4	$686K	Buy	+26,537	New	+$706K	1.02%	30

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