Advertisement
Screener

Schulz Wealth, LTD. Last Quarter Change: Foreign Funds, Added

Schulz Wealth, LTD. quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2011780): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-26). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Palouse Capital Management, Inc.United States$0.156B162
Grantvest Financial Group LLCUnited States$0.156B183
SFI Advisors, LLCUnited States$0.156B66
MidAtlantic Capital Management, Inc.United States$0.156B240
CULTIVAR CAPITAL, INC.United States$0.156B43
Five Pine Wealth ManagementUnited States$0.156B42
Invariant Investment ManagementUnited States$0.156B71
LifeSteps Financial, Inc.United States$0.156B90
Avory & Company, LLCUnited States$0.156B42
Stonegate Management LLCUnited States$0.156B58