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Schechter Investment Advisors’s RTX Corp RTX Stock Holding History

Schechter Investment Advisors’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.01M Sell
7,647
-264
-3% -$33.5K 0.08% 235
2024
Q4 		$916K Buy
7,911
+1,555
+24% +$188K 0.07% 252
2024
Q3 		$770K Sell
6,356
-2,048
-24% -$234K 0.06% 304
2024
Q2 		$844K Buy
8,404
+494
+6% +$51.1K 0.06% 274
2024
Q1 		$771K Sell
7,910
-785
-9% -$70.9K 0.06% 292
2023
Q4 		$732K Sell
8,695
-2,641
-23% -$209K 0.06% 282
2023
Q3 		$816K Buy
11,336
+2,274
+25% +$195K 0.08% 253
2023
Q2 		$888K Buy
9,062
+143
+2% +$14K 0.08% 265
2023
Q1 		$873K Buy
8,919
+631
+8% +$62.2K 0.08% 286
2022
Q4 		$836K Buy
8,288
+2,588
+45% +$243K 0.08% 354
2022
Q3 		$467K Sell
5,700
-1,566
-22% -$142K 0.05% 537
2022
Q2 		$698K Buy
7,266
+844
+13% +$81.1K 0.07% 410
2022
Q1 		$636K Buy
6,422
+1,531
+31% +$145K 0.06% 460
2021
Q4 		$420K Buy
+4,891
New +$426K 0.04% 570

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Schechter Investment Advisors reduced its RTX Corp (RTX) stake by 3.3% in Q1 2025, selling an estimated $33.5K and leaving 7,647 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #235.

Schechter Investment Advisors first reported a position in RTX in Q4 2021 and has held it in 14 quarters since. 2,913 funds tracked by Wall St. Rank hold RTX as of Q1 2025.

  • Schechter Investment Advisors held 7,647 shares of RTX Corp worth $1.01M as of Q1 2025.
  • Schechter Investment Advisors sold 264 RTX Corp shares in Q1 2025, an estimated $33.5K.
  • RTX Corp made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #235 holding.
  • Schechter Investment Advisors first reported a position in RTX Corp in Q4 2021 and has held it in 14 quarters since.
  • 2,913 funds tracked by Wall St. Rank held RTX Corp as of Q1 2025.

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