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 (GSEP). 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 | 96,780 | -2,985 | -3.0% | 2.40% | $3.7M | $38.74 |
| 2025 Q3 | REDUCED | 99,765 | -1,255 | -1.2% | 2.51% | $3.8M | $38.08 |
| 2025 Q2 | REDUCED | 101,020 | -840 | -0.8% | 2.77% | $3.7M | $36.67 |
| 2025 Q1 | UNCHANGED | 101,860 | — | 0% | 2.68% | $3.5M | $34.53 |
| 2024 Q4 | UNCHANGED | 101,860 | — | 0% | 2.74% | $3.6M | $35.04 |
| 2024 Q3 | ADDED | 101,860 | +43,716 | +75.2% | 2.72% | $3.5M | $34.58 |
| 2024 Q2 | UNCHANGED | 58,144 | — | 0% | 1.66% | $2.0M | $33.81 |
| 2024 Q1 | UNCHANGED | 58,144 | — | 0% | 1.64% | $1.9M | $33.01 |
| 2023 Q4 | INITIATED | 58,144 | — | — | 1.76% | $1.8M | — |
As of 2025 Q4 — sorted by position size