Schubert & Co.
Schubert & Company, Inc. is a fee-only registered investment adviser headquartered in McKinney, Texas, serving high-net-worth families in North Texas. The firm focuses on helping clients grow and protect accumulated assets, providing comprehensive planning services and acting as a 'family CFO.' With over thirty-five years of collective public accounting experience, Schubert & Company employs highly consultative processes to identify planning opportunities tailored to each client's values and goals. The firm has fewer than 25 employees and emphasizes long-term, relationship-based service.
Investment Strategy
Schubert & Company operates as a fee-only registered investment adviser, focusing on comprehensive wealth management and financial planning for successful families. Their approach centers on individualized planning and asset protection, leveraging significant public accounting experience to identify personalized opportunities for clients. The firm aims to clarify clients' financial futures through customized, consultative processes, including tax-efficient planning and goal-oriented investment advice.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FI | FISERV INC | 33.99% | $48.1M | 278,743 | $103.79 | $172.41 | -$13.5M |
D DFAC | DIMENSIONAL ETF TRUST | 11.89% | $16.8M | 469,236 | $29.77 | $35.84 | +$2.9M |
A AAPL | APPLE INC | 10.84% | $15.3M | 74,702 | $140.60 | $205.17 | -$1.4M |
D DHR | DANAHER CORPORATION | 5.54% | $7.8M | 39,666 | $232.42 | $197.54 | -$292.2K |
G GJAN | FIRST TR EXCHNG TRADED FD VI | 2.74% | $3.9M | 96,890 | $37.67 | $39.97 | +$222.7K |