Schulz Wealth, LTD. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 9 positions, added to 18, reduced 13 and sold out of 6.
- Q2 2026: Stock CYBR; Country of operation —; Class SHS; Shares before 1,600.
- Q4 2025: Stock MRSH; Country of operation United States; Class COM; Shares before 1,135.
- Q4 2025: Stock OKTA; Country of operation United States; Class CL A; Shares before 2,284.
- Q3 2025: Stock CFR; Country of operation United States; Class COM; Shares before 1,985.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011780), 9 quarters: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-26); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
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