Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | IC ICHR
|
$3K | 2026-06-17 | 2026-07-14 | PDF → |
| SELL | IN INVX
|
$1K | 2025-11-25 | 2025-12-08 | PDF → |
| SELL | AN ANGO
|
$2K | 2025-10-20 | 2025-10-24 | PDF → |
| SELL | VL VLRS
|
$1K | 2025-09-29 | 2025-10-06 | PDF → |
| SELL | BR BRY
|
$3K | 2025-09-15 | 2025-10-06 | PDF → |
| SELL | BR BRY
|
$2K | 2025-09-15 | 2025-10-06 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-08-15 | 2025-08-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-08-05 | 2025-08-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-07-18 | 2025-07-25 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-07-16 | 2025-07-25 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-06-27 | 2025-07-25 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-02-28 | 2025-07-01 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-02-06 | 2025-03-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-11-18 | 2024-11-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-11-18 | 2024-11-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-10-23 | 2024-11-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-10-23 | 2024-11-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-08-09 | 2024-09-05 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-12-18 | 2024-07-01 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-05-16 | 2024-06-10 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-01-08 | 2024-01-31 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-01-05 | 2024-01-31 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-10-27 | 2023-07-11 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-24 | 2023-02-20 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-10-27 | 2022-11-10 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-09-14 | 2022-09-30 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-08-19 | 2022-08-24 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-08-17 | 2022-08-24 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-04-19 | 2022-07-19 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-06-06 | 2022-07-01 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Schultz still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
WS WSTL |
$30K | 17.1% | +686.1% | Jul 2021 | Oct 2020 | |
NG NGD |
$22K | 12.3% | +97.6% | Dec 2016 | Nov 2024 | |
RE RELL |
$20K | 11.1% | +299.7% | Jul 2016 | Nov 2017 | |
AL ALOT |
$16K | 9.1% | +109.4% | Jul 2016 | Jan 2018 | |
VS VSAT |
recent | $15K | 8.5% | +792.1% | Nov 2024 | Jul 2025 |
HL HL |
$14K | 8.0% | +264.9% | Sep 2024 | Aug 2024 | |
IC ICHR |
recent | $12K | 6.6% | +244.2% | Aug 2025 | Jun 2026 |
| 🔒Register for free to view | $9K | 5.1% | +60.4% | Jan 2022 | Oct 2024 | |
| 🔒Register for free to view | $9K | 4.9% | +124.8% | Feb 2024 | Jan 2024 | |
| 🔒Register for free to view | $9K | 4.8% | -44.8% | Jul 2016 | Feb 2017 | |
| 🔒Register for free to view | $6K | 3.5% | +420.4% | Jul 2022 | Jan 2023 | |
| 🔒Register for free to view | $4K | 2.3% | +6.0% | Jun 2024 | May 2024 | |
| 🔒Register for free to view | $3K | 1.8% | -18.7% | Dec 2016 | Dec 2016 | |
| 🔒Register for free to view | $3K | 1.6% | -24.0% | Jul 2016 | Nov 2017 | |
| 🔒Register for free to view | $3K | 1.6% | -26.1% | Nov 2024 | Nov 2024 | |
| 🔒Register for free to view | recent | $3K | 1.6% | -27.2% | Aug 2025 | Aug 2025 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-13 32d ago | — | PDF → |
| 2 | PTR | 2026-07-14 62d ago | 1 | PDF → |
| 3 | PTR | 2025-12-08 280d ago | 1 | PDF → |
| 4 | PTR | 2025-10-24 325d ago | 1 | PDF → |
| 5 | PTR | 2025-10-06 343d ago | 1 | PDF → |
| 6 | PTR | 2025-10-06 343d ago | 2 | PDF → |
| 7 | PTR | 2025-08-18 392d ago | 1 | 🔒Register for free to view |
| 8 | Annual | 2025-08-13 397d ago | — | 🔒Register for free to view |
| 9 | PTR | 2025-08-06 404d ago | 1 | 🔒Register for free to view |
| 10 | PTR | 2025-07-25 416d ago | 3 | 🔒Register for free to view |
| 11 | PTR | 2025-07-01 440d ago | 1 | 🔒Register for free to view |
| 12 | PTR | 2025-03-06 557d ago | 1 | 🔒Register for free to view |
| 13 | PTR | 2024-11-20 663d ago | 4 | 🔒Register for free to view |
| 14 | PTR | 2024-09-05 739d ago | 1 | 🔒Register for free to view |
| 15 | Annual | 2024-08-13 762d ago | — | 🔒Register for free to view |
| 16 | PTR | 2024-07-01 805d ago | 1 | 🔒Register for free to view |
| 17 | PTR | 2024-06-10 826d ago | 1 | 🔒Register for free to view |
| 18 | PTR | 2024-01-31 957d ago | 2 | 🔒Register for free to view |
| 19 | Annual | 2023-08-11 1130d ago | — | 🔒Register for free to view |
| 20 | PTR | 2023-07-11 1161d ago | 1 | 🔒Register for free to view |
| 21 | PTR | 2023-02-20 1302d ago | 1 | 🔒Register for free to view |
| 22 | PTR | 2022-11-10 1404d ago | 1 | 🔒Register for free to view |
| 23 | PTR | 2022-09-30 1445d ago | 1 | 🔒Register for free to view |
| 24 | PTR | 2022-08-24 1482d ago | 2 | 🔒Register for free to view |
| 25 | Annual | 2022-08-12 1494d ago | — | 🔒Register for free to view |
| 26 | PTR | 2022-07-19 1518d ago | 1 | 🔒Register for free to view |
| 27 | PTR | 2022-07-01 1536d ago | 1 | 🔒Register for free to view |
| 28 | PTR | 2022-06-01 1566d ago | 1 | 🔒Register for free to view |
| 29 | PTR | 2022-01-25 1693d ago | 1 | 🔒Register for free to view |
| 30 | PTR | 2021-12-29 1720d ago | 1 | 🔒Register for free to view |
| 31 | Annual | 2021-08-13 1858d ago | — | 🔒Register for free to view |
| 32 | PTR | 2021-07-27 1875d ago | 1 | 🔒Register for free to view |
| 33 | PTR | 2021-04-28 1965d ago | 1 | 🔒Register for free to view |
| 34 | Annual | 2020-08-13 2223d ago | — | 🔒Register for free to view |
| 35 | Annual | 2019-08-09 2593d ago | — | 🔒Register for free to view |
| 36 | PTR | 2019-07-01 2632d ago | 1 | 🔒Register for free to view |
| 37 | Annual | 2018-08-02 2965d ago | — | 🔒Register for free to view |
| 38 | PTR | 2018-01-26 3153d ago | 1 | 🔒Register for free to view |
| 39 | PTR | 2017-11-29 3211d ago | 3 | 🔒Register for free to view |
| 40 | PTR | 2017-10-30 3241d ago | 1 | 🔒Register for free to view |
| 41 | PTR | 2017-10-27 3244d ago | 1 | 🔒Register for free to view |
| 42 | PTR | 2017-10-25 3246d ago | 1 | 🔒Register for free to view |
| 43 | Annual | 2017-08-11 3321d ago | — | 🔒Register for free to view |
| 44 | PTR | 2017-08-04 3328d ago | 3 | 🔒Register for free to view |
| 45 | PTR | 2017-07-11 3352d ago | 1 | 🔒Register for free to view |
| 46 | PTR | 2017-06-08 3385d ago | 1 | 🔒Register for free to view |
| 47 | PTR | 2017-06-07 3386d ago | 2 | 🔒Register for free to view |
| 48 | PTR | 2017-03-31 3454d ago | 2 | 🔒Register for free to view |
| 49 | PTR | 2017-03-20 3465d ago | 2 | 🔒Register for free to view |
| 50 | PTR | 2017-02-15 3498d ago | 2 | 🔒Register for free to view |
| 51 | PTR | 2017-01-23 3521d ago | 2 | 🔒Register for free to view |
| 52 | PTR | 2017-01-11 3533d ago | 1 | 🔒Register for free to view |
| 53 | PTR | 2016-12-25 3550d ago | 9 | 🔒Register for free to view |
| 54 | PTR | 2016-10-18 3618d ago | 2 | 🔒Register for free to view |
| 55 | Annual | 2016-08-04 3693d ago | — | 🔒Register for free to view |
| 56 | PTR | 2016-07-06 3722d ago | 5 | 🔒Register for free to view |
| 57 | PTR | 2016-04-18 3801d ago | 1 | 🔒Register for free to view |
| 58 | PTR | 2015-09-09 4023d ago | 1 | 🔒Register for free to view |
| 59 | PTR | 2015-09-01 4031d ago | 2 | 🔒Register for free to view |
| 60 | PTR | 2015-07-15 4079d ago | 1 | 🔒Register for free to view |
| 61 | PTR | 2015-06-12 4112d ago | 8 | 🔒Register for free to view |
| 62 | Annual | 2015-06-12 4112d ago | — | 🔒Register for free to view |
| 63 | Annual | 2014-05-15 4505d ago | — | 🔒Register for free to view |
| 64 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 65 | Annual | 2012-05-10 5240d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.