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Schechter Investment Advisors’s Target TGT Stock Holding History

Schechter Investment Advisors’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$956K Sell
9,165
-2,847
-24% -$356K 0.08% 241
2024
Q4 		$1.62M Sell
12,012
-2,552
-18% -$366K 0.12% 159
2024
Q3 		$2.27M Sell
14,564
-543
-4% -$80.9K 0.17% 113
2024
Q2 		$2.24M Sell
15,107
-880
-6% -$138K 0.17% 105
2024
Q1 		$2.83M Buy
15,987
+2,631
+20% +$400K 0.21% 87
2023
Q4 		$1.9M Buy
13,356
+610
+5% +$74.5K 0.16% 122
2023
Q3 		$1.41M Buy
12,746
+98
+0.8% +$12.4K 0.14% 155
2023
Q2 		$1.67M Sell
12,648
-826
-6% -$123K 0.15% 140
2023
Q1 		$2.23M Buy
13,474
+121
+0.9% +$19.9K 0.21% 93
2022
Q4 		$1.99M Sell
13,353
-1,275
-9% -$200K 0.18% 116
2022
Q3 		$2.17M Buy
14,628
+310
+2% +$49.6K 0.21% 85
2022
Q2 		$2.02M Sell
14,318
-939
-6% -$180K 0.2% 94
2022
Q1 		$3.24M Buy
15,257
+523
+4% +$113K 0.3% 52
2021
Q4 		$3.41M Buy
+14,734
New +$3.58M 0.31% 51

Other funds holding TGT

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Schechter Investment Advisors reduced its Target (TGT) stake by 24% in Q1 2025, selling an estimated $356K and leaving 9,165 shares worth $956K. The position accounts for 0.08% of the portfolio, ranked #241.

Schechter Investment Advisors first reported a position in TGT in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.41M in Q4 2021. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Schechter Investment Advisors held 9,165 shares of Target worth $956K as of Q1 2025.
  • Schechter Investment Advisors sold 2,847 Target shares in Q1 2025, an estimated $356K.
  • Target made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #241 holding.
  • Schechter Investment Advisors first reported a position in Target in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Target position peaked at $3.41M in Q4 2021.
  • 1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

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