SIA
CDW icon

Schechter Investment Advisors’s CDW CDW Stock Holding History

Schechter Investment Advisors’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,476
Closed -$257K – 642
2024
Q4 		$257K Sell
1,476
-900
-38% -$175K 0.02% 520
2024
Q3 		$538K Sell
2,376
-1,962
-45% -$436K 0.04% 384
2024
Q2 		$971K Sell
4,338
-138
-3% -$32K 0.07% 243
2024
Q1 		$1.14M Buy
4,476
+52
+1% +$12.4K 0.09% 218
2023
Q4 		$1.01M Sell
4,424
-46
-1% -$9.75K 0.09% 231
2023
Q3 		$902K Sell
4,470
-35
-0.8% -$6.98K 0.09% 237
2023
Q2 		$827K Sell
4,505
-319
-7% -$55.7K 0.07% 278
2023
Q1 		$940K Sell
4,824
-18
-0.4% -$3.54K 0.09% 266
2022
Q4 		$865K Buy
4,842
+242
+5% +$42.5K 0.08% 340
2022
Q3 		$718K Buy
4,600
+396
+9% +$67.9K 0.07% 390
2022
Q2 		$662K Buy
+4,204
New +$707K 0.06% 431

Other funds holding CDW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Schechter Investment Advisors sold out of CDW (CDW) in Q1 2025, closing a stake of 1,476 shares — an estimated $257K sold.

Schechter Investment Advisors first reported a position in CDW in Q2 2022 and held it in 11 quarters. The position peaked at $1.14M in Q1 2024. 840 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

  • Schechter Investment Advisors reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,476 CDW shares in Q1 2025, an estimated $257K.
  • Schechter Investment Advisors first reported a position in CDW in Q2 2022 and held it in 11 quarters.
  • Schechter Investment Advisors's CDW position peaked at $1.14M in Q1 2024.
  • 840 funds tracked by Wall St. Rank held CDW as of Q1 2025.

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