Ownership history in Schulz Wealth, LTD. · 9 quarters on record
This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in AMERICAN CENTY ETF TR (AVDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 84,499 | +2,027 | +2.5% | 5.09% | $7.9M | $93.86 |
| 2025 Q3 | ADDED | 82,472 | +15,758 | +23.6% | 4.85% | $7.3M | $87.58 |
| 2025 Q2 | ADDED | 66,714 | +8,600 | +14.8% | 3.95% | $5.3M | $77.99 |
| 2025 Q1 | ADDED | 58,114 | +4,903 | +9.2% | 3.09% | $4.1M | $67.33 |
| 2024 Q4 | ADDED | 53,211 | +2,301 | +4.5% | 2.66% | $3.5M | $62.83 |
| 2024 Q3 | REDUCED | 50,910 | -443 | -0.9% | 2.78% | $3.6M | $66.59 |
| 2024 Q2 | REDUCED | 51,353 | -1,520 | -2.9% | 2.82% | $3.3M | $61.20 |
| 2024 Q1 | ADDED | 52,873 | +7,405 | +16.3% | 2.98% | $3.5M | $60.94 |
| 2023 Q4 | INITIATED | 45,468 | — | — | 2.72% | $2.8M | — |
As of 2025 Q4 — sorted by position size