Schechter Investment Advisors’s Ford F Stock Holding History

Schechter Investment Advisors’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$114K	Buy	+11,402	New	+$111K	0.01%	575
2024 Q4	–	Sell	-11,141	Closed	-$118K	–	679
2024 Q3	$118K	Sell	11,141 -8,980	-45%	-$103K	0.01%	611
2024 Q2	$252K	Sell	20,121 -8,395	-29%	-$104K	0.02%	508
2024 Q1	$379K	Buy	28,516 +9,074	+47%	+$110K	0.03%	444
2023 Q4	$237K	Buy	19,442 +1,845	+10%	+$20.5K	0.02%	514
2023 Q3	$219K	Sell	17,597 -6,448	-27%	-$83.7K	0.02%	523
2023 Q2	$364K	Buy	24,045 +2,539	+12%	+$32.1K	0.03%	446
2023 Q1	$271K	Buy	21,506 +576	+3%	+$7.21K	0.03%	543
2022 Q4	$243K	Sell	20,930 -8,060	-28%	-$104K	0.02%	696
2022 Q3	$325K	Buy	28,990 +11,710	+68%	+$164K	0.03%	672
2022 Q2	$192K	Sell	17,280 -2,864	-14%	-$39.2K	0.02%	852
2022 Q1	$340K	Buy	20,144 +7,669	+61%	+$146K	0.03%	655
2021 Q4	$259K	Buy	+12,475	New	+$230K	0.02%	723

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM