Long-term investor
Schulz Wealth, Ltd. @schulzwealthltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011780).
Record
- Tracked since 2025-03-31 (564 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +0.3% · 6 months +1.0% · 1 year +1.1% · all +1.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 21.8% · long · since 2025-03-31
- 921909768 · 7.9% · long · since 2025-03-31
- 33740F755 · 6.5% · long · since 2025-03-31
- 025072802 · 5.5% · long · since 2025-03-31
- 92203C303 · 4.5% · long · since 2025-03-31
- 33740U505 · 4.2% · long · since 2025-03-31
- 33733E690 · 3.7% · long · since 2026-06-30
- 33740F516 · 3.4% · long · since 2025-03-31
- 33740U307 · 2.9% · long · since 2025-03-31
- 33740F458 · 2.7% · long · since 2025-03-31
- 33733E641 · 2.3% · long · since 2026-06-30
- 33740U661 · 2.3% · long · since 2025-03-31