Schubert & CO Sells in Q2 2025

Schubert & CO

  • $117 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-588
- 0.78%
$172.42 - $223.89 $101K - $132K
74.7K $15.3M
DFAX
Dimensional ETF Tr
-32.5K
- 46.09%
$23.37 - $29.39 $759K - $955K
38K $1.12M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-9.07K
- 30.7%
$45.3 - $50.64 $411K - $459K
20.5K $1.01M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-15.2K
- 44.27%
$23.66 - $29.99 $359K - $455K
19.1K $573K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-14K
- 32.47%
$22.25 - $28.0 $312K - $392K
29.1K $816K
KMI
Kinder Morgan, Inc.

Energy
-6.42K
- 34.98%
$25.21 - $29.4 $162K - $189K
11.9K $351K
RDN
Radian Group Inc

Financial Services
-5.8K
- 39.6%
$30.48 - $36.53 $177K - $212K
8.85K $318K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-1.62K
- 37.31%
$78.85 - $101.3 $128K - $164K
2.72K $268K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-2.04K
- 25.29%
$53.93 - $61.5 $110K - $125K
6.01K $369K
FTV
Fortive Corp

Technology
-26
- 0.5%
$52.13 - $74.29 $1.36K - $1.93K
5.16K $268K
AMG
Affiliated Managers Group, Inc.

Financial Services
-973
- 30.69%
$143.35 - $197.67 $139K - $192K
2.2K $432K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 5.72%
$483.48 - $539.8 $12.1K - $13.5K
412 $200K
PRIM
Primoris Services Corp

Industrials
-1.6K
- 28.84%
$52.66 - $80.05 $84.2K - $128K
3.95K $307K
FISV
Fiserv Inc

Technology
-27
- 0.01%
N/A
279K $34.9M
Brookfield Corp
-2.24K
- 17.55%
N/A
10.5K $0
First Tr Exchng Traded Fd Vi
-4.18K
- 13.75%
N/A
26.2K $0
GE
General Electric CO

Industrials
-251
- 17.42%
$166.81 - $257.39 $41.9K - $64.6K
1.19K $306K
META
Meta Platforms, Inc.

Communication Services
-69
- 7.63%
$484.66 - $738.09 $33.4K - $50.9K
835 $616K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.42K
- 6.95%
$24.94 - $31.15 $160K - $200K
86K $2.67M
MTZ
Mastec Inc

Industrials
-40
- 1.73%
$106.07 - $171.99 $4.24K - $6.88K
2.27K $387K
RBLX
Roblox Corp

Communication Services
-183
- 2.76%
$51.22 - $105.59 $9.37K - $19.3K
6.44K $677K
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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