Schubert & CO Purchases in Q1 2025

Schubert & CO

  • $111 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
18.5K
+ 25.07%
$25.54 - $28.79 $473K - $533K
92.4K $2.57M
DFIV
Dimensional ETF Tr

ETFs
7.51K
+ 11.85%
$35.33 - $40.77 $265K - $306K
70.9K $2.79M
DISV
Dimensional ETF Tr Dimensional

ETFs
14.6K
+ 34.87%
$26.09 - $30.21 $381K - $441K
56.5K $1.65M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.4K
+ 19.07%
$32.57 - $35.82 $372K - $409K
71.2K $2.36M
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.78K
+ 16.3%
$25.1 - $27.85 $195K - $217K
55.5K $1.5M
GE
General Electric CO

Industrials
1.44K
New
$168.59 - $212.13 $243K - $306K
1.44K $288K
ABBV
Abb Vie Inc.

Healthcare
1.15K
New
$169.2 - $216.66 $194K - $249K
1.15K $240K
IBM
International Business Machines Corp

Technology
963
New
$217.4 - $264.74 $209K - $255K
963 $239K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
437
New
$442.66 - $534.52 $193K - $234K
437 $232K
VZ
Verizon Communications Inc

Communication Services
4.86K
New
$37.81 - $46.49 $184K - $226K
4.86K $220K
DFAX
Dimensional ETF Tr
4.63K
+ 7.03%
$24.45 - $27.2 $113K - $126K
70.5K $1.85M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5.98K
+ 21.13%
$25.44 - $27.95 $152K - $167K
34.3K $927K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
6.52K
+ 17.79%
$24.27 - $26.2 $158K - $171K
43.2K $1.09M
T
At&T Inc.

Communication Services
681
+ 2.82%
$21.56 - $28.28 $14.7K - $19.3K
24.8K $702K
XOM
Exxon Mobil Corp

Energy
252
+ 2.51%
$105.44 - $118.93 $26.6K - $30K
10.3K $1.23M
META
Meta Platforms, Inc.

Communication Services
245
+ 37.18%
$576.36 - $736.67 $141K - $180K
904 $521K
JNJ
Johnson & Johnson

Healthcare
476
+ 30.69%
$142.06 - $167.7 $67.6K - $79.8K
2.03K $336K
CVX
Chevron Corp

Energy
133
+ 4.75%
$146.71 - $167.97 $19.5K - $22.3K
2.93K $490K
MSFT
Microsoft Corp

Technology
420
+ 26.01%
$375.39 - $447.2 $158K - $188K
2.04K $763K
JPM
Jpmorgan Chase & CO

Financial Services
310
+ 34.37%
$225.19 - $279.95 $69.8K - $86.8K
1.21K $297K
RBLX
Roblox Corp

Communication Services
1.11K
+ 20.09%
$53.77 - $75.47 $59.6K - $83.6K
6.62K $385K
COP
Conocophillips

Energy
455
+ 18.81%
$88.6 - $105.85 $40.3K - $48.2K
2.87K $301K
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 69.45%
$222.15 - $428.22 $246K - $474K
2.7K $699K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.04K
+ 13.19%
$27.56 - $32.1 $166K - $194K
51.8K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
188
+ 6.58%
$158.56 - $176.26 $29.8K - $33.1K
3.04K $518K
UNP
Union Pacific Corp

Industrials
59
+ 2.45%
$225.21 - $254.42 $13.3K - $15K
2.46K $582K
CSCO
Cisco Systems, Inc.

Technology
344
+ 8.99%
$58.74 - $64.87 $20.2K - $22.3K
4.17K $257K
MRK
Merck & Co., Inc.

Healthcare
662
+ 23.25%
$83.01 - $101.02 $55K - $66.9K
3.51K $314K
WMT
Walmart Inc.

Consumer Defensive
162
+ 5.63%
$84.5 - $105.05 $13.7K - $17K
3.04K $266K
American Centy ETF Tr
6.22K
New
N/A
6.22K $0
First Tr Exchng Traded Fd Vi
96.9K
New
N/A
96.9K $0
Dimensional ETF Trust
7.32K
+ 78.56%
N/A
16.6K $0
Veralto Corp
16
+ 0.1%
N/A
16.7K $0
AMZN
Amazon Com Inc

Consumer Cyclical
202
+ 14.07%
$190.26 - $242.06 $38.4K - $48.9K
1.64K $311K
NVDA
Nvidia Corp

Technology
881
+ 19.51%
$106.98 - $149.43 $94.2K - $132K
5.4K $584K
VNT
Vontier Corp

Technology
14
+ 0.2%
$32.1 - $40.32 $449 - $564
6.86K $225K
AXP
American Express CO

Financial Services
30
+ 1.81%
$255.39 - $325.87 $7.66K - $9.78K
1.68K $453K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.2K
+ 3.47%
$32.42 - $36.13 $460K - $512K
422K $13.9M
DHR
Danaher Corp

Healthcare
118
+ 0.3%
$201.62 - $250.59 $23.8K - $29.6K
39.6K $8.13M
AAPL
Apple Inc.

Technology
1.55K
+ 2.1%
$209.68 - $247.1 $325K - $383K
75.3K $16.7M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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