Yoffe Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Hold	13,228	–	–	0.55%	65
2026 Q1	$436K	Hold	13,228	–	–	0.56%	68
2025 Q4	$433K	Hold	13,228	–	–	0.55%	68
2025 Q3	$441K	Hold	13,228	–	–	0.57%	65
2025 Q2	$399K	Buy	13,228 +1	+0%	+$28	0.55%	69
2025 Q1	$365K	Sell	13,227 -1	-0%	-$27	0.54%	72
2024 Q4	$352K	Buy	+13,228	New	+$373K	0.52%	71

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Yoffe Investment Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 13,228 shares worth $480K. The position accounts for 0.55% of the portfolio, ranked #65.

Yoffe Investment Management first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Yoffe Investment Management held 13,228 shares of Schwab Emerging Markets Equity ETF worth $480K as of Q2 2026.
Yoffe Investment Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.55% of Yoffe Investment Management's portfolio in Q2 2026, its #65 holding.
Yoffe Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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