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 (GJUN). 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 | UNCHANGED | 56,646 | — | 0% | 1.44% | $2.2M | $39.60 |
| 2025 Q3 | REDUCED | 56,646 | -3,343 | -5.6% | 1.46% | $2.2M | $38.88 |
| 2025 Q2 | ADDED | 59,989 | +38,040 | +173.3% | 1.69% | $2.3M | $37.60 |
| 2025 Q1 | REDUCED | 21,949 | -830 | -3.6% | 0.59% | $772K | $35.17 |
| 2024 Q4 | UNCHANGED | 22,779 | — | 0% | 0.63% | $820K | $36.00 |
| 2024 Q3 | ADDED | 22,779 | +43 | +0.2% | 0.62% | $807K | $35.42 |
| 2024 Q2 | REDUCED | 22,736 | -4,850 | -17.6% | 0.66% | $776K | $34.11 |
| 2024 Q1 | UNCHANGED | 27,586 | — | 0% | 0.79% | $920K | $33.36 |
| 2023 Q4 | INITIATED | 27,586 | — | — | 0.84% | $877K | — |
As of 2025 Q4 — sorted by position size