Schubert & CO Portfolio Holdings
Schubert & CO
- $99.7 Million
- Q1 2024
Schubert & CO has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $99.7 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 $16.8M, Dimensional ETF Tr U S Core Eq with a value of $12.4M, Dimensional ETF Tr with a value of $2.07M, and Dimensional ETF Tr Dimensional with a value of $1.86M.
Examining the 13F form we can see an decrease of $5.05M in the current position value, from $105M to 99.7M.
Below you can find more details about Schubert & CO portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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