Schubert & CO Purchases in Q3 2025

Schubert & CO

  • $122 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27.9K
+ 5.95%
$36.04 - $38.78 $1.01M - $1.08M
497K $19.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
17.4K
+ 20.21%
$30.76 - $33.01 $535K - $574K
103K $3.39M
DISV
Dimensional ETF Tr Dimensional

ETFs
13.5K
+ 22.42%
$32.78 - $35.79 $442K - $482K
73.6K $2.63M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.4K
+ 12.6%
$35.76 - $37.93 $408K - $433K
102K $3.85M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
17.9K
+ 93.85%
$29.97 - $32.38 $538K - $581K
37.1K $1.18M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
13.5K
+ 46.15%
$27.85 - $30.91 $375K - $416K
42.6K $1.3M
DFIV
Dimensional ETF Tr

ETFs
3.01K
+ 4.1%
$42.66 - $46.53 $129K - $140K
76.6K $3.53M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 1.77%
$293.94 - $444.72 $14.4K - $21.8K
2.81K $1.25M
NVDA
Nvidia Corp

Technology
837
+ 11.43%
$153.3 - $186.58 $128K - $156K
8.16K $1.52M
DIHP
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 21.75%
$28.69 - $30.59 $295K - $314K
57.5K $1.75M
COP
Conocophillips

Energy
2.29K
New
$91.0 - $98.99 $208K - $226K
2.29K $216K
RBLX
Roblox Corp

Communication Services
7
+ 0.11%
$100.65 - $141.56 $705 - $991
6.45K $892K
AVUV
American Centy ETF Tr Avantis

ETFs
1.78K
+ 48.25%
$90.37 - $102.12 $160K - $181K
5.46K $543K
GOOGL
Alphabet Inc.

Communication Services
221
+ 13.25%
$174.36 - $254.72 $38.5K - $56.3K
1.89K $459K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
177
+ 8.16%
$224.68 - $282.71 $39.8K - $50K
2.35K $654K
MSFT
Microsoft Corp

Technology
175
+ 6.47%
$491.09 - $535.64 $85.9K - $93.7K
2.88K $1.49M
GOOG
Alphabet Inc.

Communication Services
103
+ 5.89%
$175.16 - $255.24 $18K - $26.3K
1.85K $451K
DFAT
Dimensional ETF Tr U S Target

ETFs
58
+ 0.18%
$53.36 - $59.69 $3.09K - $3.46K
32.1K $1.87M
MTZ
Mastec Inc

Industrials
10
+ 0.44%
$168.23 - $212.81 $1.68K - $2.13K
2.28K $486K
AMG
Affiliated Managers Group, Inc.

Financial Services
6
+ 0.27%
$198.72 - $244.34 $1.19K - $1.47K
2.2K $525K
META
Meta Platforms, Inc.

Communication Services
125
+ 14.97%
$695.21 - $791.73 $86.9K - $99K
960 $705K
RIOT
Riot Blockchain, Inc.

Technology
125
+ 1.14%
$11.03 - $19.78 $1.38K - $2.47K
11.1K $211K
AVGO
Broadcom Inc.

Technology
24
+ 1.91%
$264.74 - $369.57 $6.35K - $8.87K
1.28K $422K
WMT
Walmart Inc.

Consumer Defensive
551
+ 16.09%
$94.4 - $104.27 $52K - $57.5K
3.98K $409K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 27.18%
$459.11 - $506.91 $51.4K - $56.8K
524 $263K
XOM
Exxon Mobil Corp

Energy
48
+ 0.46%
$105.83 - $117.22 $5.08K - $5.63K
10.6K $1.19M
GE
General Electric CO

Industrials
12
+ 1.01%
$244.75 - $305.63 $2.94K - $3.67K
1.2K $361K
DHR
Danaher Corp

Healthcare
60
+ 0.15%
$181.46 - $212.2 $10.9K - $12.7K
39.7K $7.88M
MRK
Merck & Co., Inc.

Healthcare
205
+ 5.6%
$77.6 - $87.37 $15.9K - $17.9K
3.87K $324K
AMZN
Amazon Com Inc

Consumer Cyclical
142
+ 4.57%
$211.65 - $238.24 $30.1K - $33.8K
3.25K $713K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
48
+ 0.8%
$59.28 - $71.9 $2.85K - $3.45K
6.06K $400K
FISV
Fiserv Inc

Technology
16
+ 0.01%
N/A
279K $34.9M
Veralto Corp
45
+ 0.27%
N/A
16.8K $0
Ge Vernova Inc
330
New
N/A
330 $0
American Centy ETF Tr
4.42K
+ 54.97%
N/A
12.5K $0
Dimensional ETF Trust
23.6K
+ 63.47%
N/A
60.9K $0
CSCO
Cisco Systems, Inc.

Technology
22
+ 0.48%
$66.2 - $71.79 $1.46K - $1.58K
4.59K $313K
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Schubert & CO Portfolio

Follow Schubert & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schubert & CO, based on Form 13F filings with the SEC.

News

Stay updated on Schubert & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email