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 (GMAR). 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 | 36,471 | -1,166 | -3.1% | 0.96% | $1.5M | $40.94 |
| 2025 Q3 | UNCHANGED | 37,637 | — | 0% | 1.00% | $1.5M | $40.10 |
| 2025 Q2 | ADDED | 37,637 | +2,215 | +6.3% | 1.10% | $1.5M | $38.95 |
| 2025 Q1 | ADDED | 35,422 | +267 | +0.8% | 1.00% | $1.3M | $37.20 |
| 2024 Q4 | UNCHANGED | 35,155 | — | 0% | 1.01% | $1.3M | $37.46 |
| 2024 Q3 | UNCHANGED | 35,155 | — | 0% | 1.00% | $1.3M | $36.72 |
| 2024 Q2 | REDUCED | 35,155 | -1,488 | -4.1% | 1.06% | $1.2M | $35.44 |
| 2024 Q1 | ADDED | 36,643 | +3,147 | +9.4% | 1.08% | $1.3M | $34.42 |
| 2023 Q4 | INITIATED | 33,496 | — | — | 1.07% | $1.1M | — |
As of 2025 Q4 — sorted by position size