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Schechter Investment Advisors’s HUB Group HUBG Stock Holding History

Schechter Investment Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$395K Buy
10,632
+26
+0.2% +$1.08K 0.03% 417
2024
Q4 		$473K Sell
10,606
-9
-0.1% -$420 0.04% 396
2024
Q3 		$482K Sell
10,615
-219
-2% -$9.7K 0.04% 402
2024
Q2 		$466K Sell
10,834
-268
-2% -$11.3K 0.04% 390
2024
Q1 		$480K Sell
11,102
-2,452
-18% -$107K 0.04% 381
2023
Q4 		$623K Buy
13,554
+70
+0.5% +$2.75K 0.05% 316
2023
Q3 		$530K Hold
13,484
– – 0.05% 328
2023
Q2 		$542K Sell
13,484
-482
-3% -$18.6K 0.05% 369
2023
Q1 		$586K Sell
13,966
-522
-4% -$22.8K 0.05% 375
2022
Q4 		$576K Hold
14,488
– – 0.05% 466
2022
Q3 		$499K Buy
14,488
+240
+2% +$9.17K 0.05% 512
2022
Q2 		$505K Sell
14,248
-1,018
-7% -$35.7K 0.05% 527
2022
Q1 		$590K Hold
15,266
– – 0.05% 480
2021
Q4 		$643K Buy
+15,266
New +$607K 0.06% 438

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Schechter Investment Advisors increased its HUB Group (HUBG) stake by 0.25% in Q1 2025, buying an estimated $1.08K and bringing the position to 10,632 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #417.

Schechter Investment Advisors first reported a position in HUBG in Q4 2021 and has held it in 14 quarters since. The position peaked at $643K in Q4 2021. 269 funds tracked by Wall St. Rank hold HUBG as of Q1 2025.

  • Schechter Investment Advisors held 10,632 shares of HUB Group worth $395K as of Q1 2025.
  • Schechter Investment Advisors bought 26 HUB Group shares in Q1 2025, an estimated $1.08K.
  • HUB Group made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #417 holding.
  • Schechter Investment Advisors first reported a position in HUB Group in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's HUB Group position peaked at $643K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held HUB Group as of Q1 2025.

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