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Schechter Investment Advisors’s DT Midstream DTM Stock Holding History

Schechter Investment Advisors’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
Q1 		$263K Hold
2,727
– – 0.02% 498
2024
Q4 		$271K Hold
2,727
– – 0.02% 512
2024
Q3 		$215K Buy
+2,727
New +$203K 0.02% 572

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Schechter Investment Advisors held its DT Midstream (DTM) position steady in Q1 2025 at 2,727 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #498.

Schechter Investment Advisors first reported a position in DTM in Q3 2024 and has held it in 3 quarters since. The position peaked at $271K in Q4 2024. 603 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

  • Schechter Investment Advisors held 2,727 shares of DT Midstream worth $263K as of Q1 2025.
  • Schechter Investment Advisors left its DT Midstream share count unchanged in Q1 2025.
  • DT Midstream made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #498 holding.
  • Schechter Investment Advisors first reported a position in DT Midstream in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's DT Midstream position peaked at $271K in Q4 2024.
  • 603 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

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