Schechter Investment Advisors’s First Merchants FRME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$299K	Hold	7,388	–	–	0.02%	476
2024 Q4	$295K	Buy	7,388 +228	+3%	+$9.22K	0.02%	496
2024 Q3	$266K	Buy	+7,160	New	+$265K	0.02%	519
2024 Q2	–	Sell	-5,823	Closed	-$203K	–	665
2024 Q1	$203K	Hold	5,823	–	–	0.02%	583
2023 Q4	$216K	Buy	+5,823	New	+$180K	0.02%	543
2023 Q1	–	Sell	-7,269	Closed	-$299K	–	718
2022 Q4	$299K	Sell	7,269 -2,146	-23%	-$90.7K	0.03%	633
2022 Q3	$364K	Sell	9,415 -63	-0.7%	-$2.5K	0.04%	619
2022 Q2	$338K	Buy	+9,478	New	+$373K	0.03%	660

Other funds holding FRME

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Schechter Investment Advisors held its First Merchants (FRME) position steady in Q1 2025 at 7,388 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #476.

Schechter Investment Advisors first reported a position in FRME in Q2 2022 and has held it in 8 quarters since. The position peaked at $364K in Q3 2022. 272 funds tracked by Wall St. Rank hold FRME as of Q1 2025.

Schechter Investment Advisors held 7,388 shares of First Merchants worth $299K as of Q1 2025.
Schechter Investment Advisors left its First Merchants share count unchanged in Q1 2025.
First Merchants made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #476 holding.
Schechter Investment Advisors first reported a position in First Merchants in Q2 2022 and has held it in 8 quarters since.
Schechter Investment Advisors's First Merchants position peaked at $364K in Q3 2022.
272 funds tracked by Wall St. Rank held First Merchants as of Q1 2025.

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