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Schubert & Co Has $312,000 Stock Holdings in Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP)

Schubert & Co increased its stake in Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 12,849 shares of the company’s stock after purchasing an additional 441 shares during the quarter. Dimensional Emerging […]
Financial Planning Company Profile Schubert Co Hightower Advisors Truist Financial Corp Firethorn Wealth Partners

Schubert & Co Has $654,000 Position in Dimensional International Small Cap Value ETF (BATS:DISV)

Schubert & Co cut its holdings in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 10.3% during the 4th quarter, HoldingsChannel reports. The fund owned 25,367 shares of the company’s stock after selling 2,902 shares during the quarter. Dimensional International Small Cap Value ETF accounts for approximately 0.6% of Schubert & Co’s […]
Clarity Capital Advisors Schubert Co Dimensional International Small Cap Value Sandy Spring Bank Quarter For Dimensional International Small Cap Value Free Report

Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Cut by Schubert & Co

Schubert & Co trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 13.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,793 shares of the company’s stock after selling 5,006 shares during […]
Addison Advisors Schubert Co Savant Capital Exchange Commission Sax Wealth Advisors Advisor Group

Schubert & Co Takes Position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July (NYSEARCA:GJUL)

Schubert & Co acquired a new position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July (NYSEARCA:GJUL – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 11,412 shares of the company’s stock, valued at approximately $366,000. FT Cboe Vest U.S. Equity Moderate Buffer ETF – July comprises 0.3% of Schubert […]
Schubert Co Harbour Investments Inc Ferguson Shapiro Envestnet Asset Management Inc Advisors Inc Company Profile

Dimensional US High Profitability ETF (NYSEARCA:DUHP) Stock Holdings Increased by Schubert & Co

Schubert & Co raised its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 5.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 56,701 shares of the company’s stock after buying an additional 2,755 shares during the quarter. Dimensional US High Profitability ETF makes up approximately 1.5% of Schubert & […]
Sax Wealth Advisors Advisor Group Catalyst Capital Advisors Schubert Co Free Report Capital Advisors

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Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Sold by Schubert & Co

Schubert & Co lowered its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 8.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,876 shares of the company’s stock after selling 609 shares […]
Vanguard High Dividend Yield Index Fund Schubert Co Exchange Commission Providence Capital Advisors Dinuzzo Private Wealth Inc First United Bank

Schubert & Co Has $402,000 Holdings in The Procter & Gamble Company (NYSE:PG)

Schubert & Co cut its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,743 shares of the company’s stock after selling 173 shares during the period. Procter […]
Moses Victor Javier Aguilar Ceor Alexandra Keith Goldman Sachs Group Deutsche Bank Aktiengesellschaft Jefferies Financial Group Procter Gamble

Schubert & Co Sells 207 Shares of Chevron Co. (NYSE:CVX)

Schubert & Co lessened its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 7.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,486 shares of the oil and gas company’s stock after selling 207 shares during the period. Chevron makes up […]
United States Alanak Knowles Enrique Hernandez Jr Chevron Corporation Roble Belko Company Inc Valley Forge Investment Consultants Inc

Schubert & Co Has $588,000 Holdings in Exxon Mobil Co. (NYSE:XOM)

Schubert & Co trimmed its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,878 shares of the oil and gas company’s stock after selling 190 shares during the […]
United States Darrinl Talley Exxon Mobil Exxon Mobil Co Wells Fargo Company Exxon Mobil Corporation

Schubert & Co Has $259,000 Holdings in Johnson & Johnson (NYSE:JNJ)

Schubert & Co lowered its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 19.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,652 shares of the company’s stock after selling 392 shares during the quarter. Johnson & Johnson comprises 0.2% […]
United States Royal Bank Altshuler Shaham Ltd Johnson Company Profile Equity Management Inc Schubert Co

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