Schubert & CO Incresed Positions in Q2 2025

Schubert & CO

  • $117 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
46.8K
+ 11.08%
$29.12 - $35.84 $1.36M - $1.68M
469K $16.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
27.1K
+ 52.19%
$24.21 - $29.47 $655K - $797K
78.9K $2.32M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.3K
+ 27.09%
$29.36 - $35.56 $567K - $686K
90.5K $3.22M
MSFT
Microsoft Corp

Technology
671
+ 32.97%
$354.56 - $497.45 $238K - $334K
2.71K $1.35M
NVDA
Nvidia Corp

Technology
1.93K
+ 35.69%
$94.31 - $157.99 $182K - $304K
7.32K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
+ 89.62%
$167.32 - $223.3 $246K - $328K
3.11K $681K
DFIV
Dimensional ETF Tr

ETFs
2.66K
+ 3.74%
$34.67 - $43.21 $92K - $115K
73.6K $3.15M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.6K
+ 6.38%
$25.93 - $32.91 $93.4K - $119K
60.1K $1.98M
TSLA
Tesla, Inc.

Consumer Cyclical
63
+ 2.33%
$221.86 - $362.89 $14K - $22.9K
2.76K $878K
JPM
Jpmorgan Chase & CO

Financial Services
315
+ 25.99%
$210.28 - $289.91 $66.2K - $91.3K
1.53K $442K
DFAT
Dimensional ETF Tr U S Target

ETFs
76
+ 0.24%
$44.8 - $53.97 $3.4K - $4.1K
32K $1.73M
WMT
Walmart Inc.

Consumer Defensive
385
+ 12.67%
$81.79 - $99.98 $31.5K - $38.5K
3.42K $334K
CSCO
Cisco Systems, Inc.

Technology
392
+ 9.4%
$53.19 - $69.38 $20.9K - $27.2K
4.56K $316K
IBM
International Business Machines Corp

Technology
14
+ 1.45%
$221.03 - $294.78 $3.09K - $4.13K
977 $288K
RIOT
Riot Blockchain, Inc.

Technology
18
+ 0.16%
$6.29 - $11.3 $113 - $203
11K $123K
VNT
Vontier Corp

Technology
68
+ 0.99%
$28.04 - $37.3 $1.91K - $2.54K
6.93K $255K
T
At&T Inc.

Communication Services
425
+ 1.71%
$26.33 - $28.94 $11.2K - $12.3K
25.3K $731K
DFAE
Dimensional ETF Tr

ETFs
1
+ 0.01%
$22.87 - $28.95 $22.9 - $29
8.41K $243K
ABBV
Abb Vie Inc.

Healthcare
205
+ 17.86%
$170.16 - $206.27 $34.9K - $42.3K
1.35K $251K
VZ
Verizon Communications Inc

Communication Services
311
+ 6.4%
$41.67 - $45.62 $13K - $14.2K
5.17K $223K
Dimensional ETF Trust
181
+ 1.09%
N/A
16.8K $0
Veralto Corp
53
+ 0.32%
N/A
16.7K $0
American Centy ETF Tr
1.82K
+ 29.22%
N/A
8.04K $0
UNP
Union Pacific Corp

Industrials
47
+ 1.91%
$208.27 - $238.46 $9.79K - $11.2K
2.51K $577K
JNJ
Johnson & Johnson

Healthcare
117
+ 5.77%
$146.36 - $159.82 $17.1K - $18.7K
2.14K $327K
PG
Procter & Gamble CO

Consumer Defensive
131
+ 4.3%
$157.66 - $172.39 $20.7K - $22.6K
3.18K $505K
CVX
Chevron Corp

Energy
341
+ 11.63%
$133.73 - $168.51 $45.6K - $57.5K
3.27K $468K
MRK
Merck & Co., Inc.

Healthcare
154
+ 4.39%
$73.47 - $87.12 $11.3K - $13.4K
3.66K $289K
XOM
Exxon Mobil Corp

Energy
222
+ 2.15%
$99.93 - $119.04 $22.2K - $26.4K
10.5K $1.13M
DHR
Danaher Corp

Healthcare
18
+ 0.05%
$174.64 - $205.16 $3.14K - $3.69K
39.7K $7.84M
Activity Summary
Buys All Purchases 44 New Holdings 13 Increased Positions 31 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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