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Mowery & Schoenfeld Wealth Management’s DT Midstream DTM Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-256
Closed -$24.7K – 407
2025
Q1 		$24.7K Buy
+256
New +$25.6K 0.05% 186

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DTM Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of DT Midstream (DTM) in Q2 2025, closing a stake of 256 shares — an estimated $24.7K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DTM in Q1 2025 and held it in 1 quarter. The position peaked at $24.7K in Q1 2025. 608 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining DT Midstream position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 256 DT Midstream shares in Q2 2025, an estimated $24.7K.
  • Mowery & Schoenfeld Wealth Management first reported a position in DT Midstream in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's DT Midstream position peaked at $24.7K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.