Schubert & CO Portfolio Holdings
Schubert & CO
- $103 Million
- Q2 2024
Schubert & CO has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $103 Million distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fiserv Inc with a value of $49M, Apple Inc. with a value of $20.7M, Dimensional ETF Tr U S Core Eq with a value of $12.5M, Dimensional ETF Tr with a value of $2.03M, and Dimensional ETF Tr Dimensional with a value of $1.88M.
Examining the 13F form we can see an increase of $3.69M in the current position value, from $99.7M to 103M.
Below you can find more details about Schubert & CO portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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