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Yoffe Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Yoffe Investment Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$936K Buy
19,452
+8
+0% +$397 1.07% 29
2026
Q1 		$909K Hold
19,444
– – 1.16% 23
2025
Q4 		$885K Buy
19,444
+107
+0.6% +$4.85K 1.13% 24
2025
Q3 		$880K Hold
19,337
– – 1.14% 25
2025
Q2 		$824K Buy
19,337
+7
+0% +$271 1.13% 25
2025
Q1 		$694K Hold
19,330
– – 1.02% 31
2024
Q4 		$664K Buy
+19,330
New +$704K 0.99% 31

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Yoffe Investment Management's SCHC Position: Q2 2026 in Review

Yoffe Investment Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.04% in Q2 2026, buying an estimated $397 and bringing the position to 19,452 shares worth $936K. The position accounts for 1.07% of the portfolio, ranked #29.

Yoffe Investment Management first reported a position in SCHC in Q4 2024 and has held it in 7 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Yoffe Investment Management held 19,452 shares of Schwab International Small-Cap Equity ETF worth $936K as of Q2 2026.
  • Yoffe Investment Management bought 8 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $397.
  • Schwab International Small-Cap Equity ETF made up 1.07% of Yoffe Investment Management's portfolio in Q2 2026, its #29 holding.
  • Yoffe Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.