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Schechter Investment Advisors’s Pathward Financial CASH Stock Holding History

Schechter Investment Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$232K Hold
3,180
– – 0.02% 524
2024
Q4 		$234K Hold
3,180
– – 0.02% 539
2024
Q3 		$210K Buy
+3,180
New +$204K 0.02% 580
2022
Q3 		– Sell
-19,580
Closed -$757K – 954
2022
Q2 		$757K Sell
19,580
-5
-0% -$213 0.07% 379
2022
Q1 		$1.07M Hold
19,585
– – 0.1% 282
2021
Q4 		$1.17M Buy
+19,585
New +$1.17M 0.11% 253

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Schechter Investment Advisors held its Pathward Financial (CASH) position steady in Q1 2025 at 3,180 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #524.

Schechter Investment Advisors first reported a position in CASH in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2021. 251 funds tracked by Wall St. Rank hold CASH as of Q1 2025.

  • Schechter Investment Advisors held 3,180 shares of Pathward Financial worth $232K as of Q1 2025.
  • Schechter Investment Advisors left its Pathward Financial share count unchanged in Q1 2025.
  • Pathward Financial made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #524 holding.
  • Schechter Investment Advisors first reported a position in Pathward Financial in Q4 2021 and has held it in 6 quarters since.
  • Schechter Investment Advisors's Pathward Financial position peaked at $1.17M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2025.

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