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 FIRST TR EXCHNG TRADED FD VI (GAUG). 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 | REDUCED | 76,106 | -480 | -0.6% | 1.91% | $3.0M | $39.26 |
| 2025 Q3 | ADDED | 76,586 | +30,753 | +67.1% | 1.95% | $3.0M | $38.61 |
| 2025 Q2 | REDUCED | 45,833 | -1,324 | -2.8% | 1.27% | $1.7M | $36.99 |
| 2025 Q1 | UNCHANGED | 47,157 | — | 0% | 1.25% | $1.6M | $34.74 |
| 2024 Q4 | UNCHANGED | 47,157 | — | 0% | 1.28% | $1.7M | $35.28 |
| 2024 Q3 | ADDED | 47,157 | +40,602 | +619.4% | 1.27% | $1.6M | $34.77 |
| 2024 Q2 | UNCHANGED | 6,555 | — | 0% | 0.19% | $221K | $33.67 |
| 2024 Q1 | UNCHANGED | 6,555 | — | 0% | 0.18% | $216K | $32.96 |
| 2023 Q4 | INITIATED | 6,555 | — | — | 0.20% | $207K | — |
As of 2025 Q4 — sorted by position size