Yoffe Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$468K	Hold	13,824	–	–	0.54%	67
2026 Q1	$403K	Hold	13,824	–	–	0.52%	73
2025 Q4	$451K	Hold	13,824	–	–	0.58%	65
2025 Q3	$441K	Hold	13,824	–	–	0.57%	66
2025 Q2	$404K	Hold	13,824	–	–	0.55%	67
2025 Q1	$346K	Hold	13,824	–	–	0.51%	75
2024 Q4	$385K	Buy	+13,824	New	+$378K	0.57%	64

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

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

Yoffe Investment Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 13,824 shares worth $468K. The position accounts for 0.54% of the portfolio, ranked #67.

Yoffe Investment Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Yoffe Investment Management held 13,824 shares of Schwab US Large-Cap Growth ETF worth $468K as of Q2 2026.
Yoffe Investment Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.54% of Yoffe Investment Management's portfolio in Q2 2026, its #67 holding.
Yoffe Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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