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 (BUFR). 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 | 325,189 | -25,088 | -7.2% | 7.14% | $11.1M | $34.26 |
| 2025 Q3 | ADDED | 350,277 | +38,136 | +12.2% | 7.74% | $11.7M | $33.42 |
| 2025 Q2 | ADDED | 312,141 | +14,960 | +5.0% | 7.42% | $9.9M | $31.80 |
| 2025 Q1 | REDUCED | 297,181 | -16,137 | -5.2% | 6.73% | $8.8M | $29.69 |
| 2024 Q4 | REDUCED | 313,318 | -14,610 | -4.5% | 7.33% | $9.5M | $30.47 |
| 2024 Q3 | ADDED | 327,928 | +9,494 | +3.0% | 7.58% | $9.8M | $29.89 |
| 2024 Q2 | REDUCED | 318,434 | -3,029 | -0.9% | 7.80% | $9.2M | $28.92 |
| 2024 Q1 | REDUCED | 321,463 | -9,244 | -2.8% | 7.68% | $9.0M | $27.96 |
| 2023 Q4 | INITIATED | 330,707 | — | — | 8.40% | $8.8M | — |
As of 2025 Q4 — sorted by position size