Schulz Wealth, LTD. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 5 positions, added to 4, reduced 2, sold out of 1 and left 3 unchanged. The largest increase in value was DDFY (+$2,432,563); the largest decrease was CYBR (-$713,696).
- DUK: Country of operation United States; Class COM NEW; Shares 2025-12-31 2,505; Shares 2026-06-30 2,505.
- WMT: Country of operation United States; Class COM; Shares 2025-12-31 4,209; Shares 2026-06-30 4,209.
- RSG: Country of operation United States; Class COM; Shares 2025-12-31 1,310; Shares 2026-06-30 1,310.
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.
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