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Schechter Investment Advisors’s BHP BHP Stock Holding History

Schechter Investment Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$405K Sell
8,346
-4,439
-35% -$221K 0.03% 412
2024
Q4 		$624K Buy
12,785
+2,032
+19% +$110K 0.05% 340
2024
Q3 		$668K Sell
10,753
-4,407
-29% -$243K 0.05% 336
2024
Q2 		$865K Buy
15,160
+1,130
+8% +$65.7K 0.07% 271
2024
Q1 		$809K Sell
14,030
-1,933
-12% -$116K 0.06% 284
2023
Q4 		$1.09M Buy
15,963
+880
+6% +$53.1K 0.09% 214
2023
Q3 		$858K Buy
15,083
+1,962
+15% +$115K 0.08% 247
2023
Q2 		$783K Sell
13,121
-1,408
-10% -$84K 0.07% 291
2023
Q1 		$921K Buy
14,529
+290
+2% +$18.7K 0.09% 270
2022
Q4 		$884K Buy
14,239
+8,516
+149% +$479K 0.08% 331
2022
Q3 		$286K Sell
5,723
-9,517
-62% -$504K 0.03% 724
2022
Q2 		$856K Sell
15,240
-2,253
-13% -$140K 0.08% 344
2022
Q1 		$1.21M Buy
17,493
+4,488
+35% +$273K 0.11% 245
2021
Q4 		$700K Buy
+13,005
New +$650K 0.06% 412

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's BHP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its BHP (BHP) stake by 35% in Q1 2025, selling an estimated $221K and leaving 8,346 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #412.

Schechter Investment Advisors first reported a position in BHP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2022. 621 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Schechter Investment Advisors held 8,346 shares of BHP worth $405K as of Q1 2025.
  • Schechter Investment Advisors sold 4,439 BHP shares in Q1 2025, an estimated $221K.
  • BHP made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #412 holding.
  • Schechter Investment Advisors first reported a position in BHP in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's BHP position peaked at $1.21M in Q1 2022.
  • 621 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.