Schechter Investment Advisors’s US Physical Therapy USPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$967K	Sell	13,358 -7,168	-35%	-$601K	0.08%	240
2024 Q4	$1.82M	Buy	20,526 +1,554	+8%	+$138K	0.14%	139
2024 Q3	$1.61M	Buy	18,972 +539	+3%	+$47.8K	0.12%	166
2024 Q2	$1.7M	Buy	18,433 +1,543	+9%	+$156K	0.13%	151
2024 Q1	$1.91M	Buy	16,890 +7	+0%	+$699	0.14%	131
2023 Q4	$1.57M	Buy	16,883 +3,080	+22%	+$271K	0.14%	148
2023 Q3	$1.27M	Sell	13,803 -472	-3%	-$50.7K	0.12%	180
2023 Q2	$1.73M	Buy	+14,275	New	+$1.54M	0.16%	134

Other funds holding USPH

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Schechter Investment Advisors reduced its US Physical Therapy (USPH) stake by 35% in Q1 2025, selling an estimated $601K and leaving 13,358 shares worth $967K. The position accounts for 0.08% of the portfolio, ranked #240.

Schechter Investment Advisors first reported a position in USPH in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.91M in Q1 2024. 253 funds tracked by Wall St. Rank hold USPH as of Q1 2025.

Schechter Investment Advisors held 13,358 shares of US Physical Therapy worth $967K as of Q1 2025.
Schechter Investment Advisors sold 7,168 US Physical Therapy shares in Q1 2025, an estimated $601K.
US Physical Therapy made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #240 holding.
Schechter Investment Advisors first reported a position in US Physical Therapy in Q2 2023 and has held it in 8 quarters since.
Schechter Investment Advisors's US Physical Therapy position peaked at $1.91M in Q1 2024.
253 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2025.

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