Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FISERV INC | 8 | Q3 2023 | 68.8% |
APPLE INC | 8 | Q3 2023 | 20.1% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 12.4% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.5% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 1.9% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 1.9% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 1.6% |
AT&T INC | 8 | Q3 2023 | 0.9% |
EXXON MOBIL CORP | 8 | Q3 2023 | 0.7% |
PROCTER AND GAMBLE CO | 8 | Q3 2023 | 0.5% |
View Schubert & Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-11-16 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-21 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-16 |
13F-HR | 2022-01-28 |
View Schubert & Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.