Number of Shares
45,833
Previous 47,157 2.81%
Holding current value
$1.7 Billion
Previous $1.64 Billion 3.49%
% of portfolio
1.27%
Previous 1.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025

SELL
N/A
-1,324 Reduced 2.81%
45,833 $1.7 Billion
Q3 2024

Oct 25, 2024

BUY
N/A
40,602 Added 619.41%
47,157 $1.64 Billion
Q4 2023

Feb 12, 2024

BUY
N/A
6,555 New
6,555 $207 Million
Track This Portfolio

Track Schulz Wealth, Ltd. Portfolio

Follow Schulz Wealth, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schulz Wealth, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Schulz Wealth, Ltd. with notifications on news.