Advertisement
Screener

Schulz Wealth, LTD. Historic Quarter Change: USA Stocks, Added

Add as a preferred source on Google

Schulz Wealth, LTD. historic quarter change: USA Stocks, Added

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 AAPL; Country of operation United States; Class COM; Shares before 3,303.
  • Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 655.
  • Q2 2026: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 466.
  • Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 2,394.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AAPL
APPLE INC		United StatesCOM3,3033,538+235$897,954$1,023,756+$125,8022026-08-26
Q2 2026MSFT
MICROSOFT CORP		United StatesCOM6551,131+476$316,818$422,009+$105,1912026-08-26
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW466560+94$234,235$280,218+$45,9832026-08-26
Q2 2026AMZN
AMAZON COM INC		United StatesCOM2,3942,420+26$552,583$576,783+$24,2002026-08-26
Q4 2025AAPL
APPLE INC		United StatesCOM3,2863,303+17$836,714$897,954+$61,2402026-02-05
Q4 2025AMZN
AMAZON COM INC		United StatesCOM2,3802,394+14$522,577$552,583+$30,0062026-02-05
Q4 2025MSFT
MICROSOFT CORP		United StatesCOM651655+4$337,185$316,818-$20,3672026-02-05
Q4 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW460466+6$231,260$234,235+$2,9752026-02-05
Q3 2025MSFT
MICROSOFT CORP		United StatesCOM551651+100$274,073$337,185+$63,1122025-10-17
Q2 2025MSFT
MICROSOFT CORP		United StatesCOM549551+2$206,089$274,073+$67,9842025-07-07
Q2 2025AAPL
APPLE INC		United StatesCOM3,2783,286+8$728,142$674,189-$53,9532025-07-07
Q2 2025COST
COSTCO WHSL CORP NEW		United StatesCOM328331+3$310,216$327,670+$17,4542025-07-07
Q2 2025MA
MASTERCARD INCORPORATED		United StatesCL A395398+3$216,507$223,652+$7,1452025-07-07
Q1 2025CFR
CULLEN FROST BANKERS INC		United StatesCOM1,9761,985+9$265,278$248,522-$16,7562025-04-29
Q4 2024WMT
WALMART INC		United StatesCOM4,4014,460+59$355,381$402,961+$47,5802025-02-05
Q4 2024COST
COSTCO WHSL CORP NEW		United StatesCOM326330+4$289,006$302,369+$13,3632025-02-05
Q4 2024MSFT
MICROSOFT CORP		United StatesCOM527566+39$226,768$238,569+$11,8012025-02-05
Q1 2024WMT
WALMART INC		United StatesCOM1,5874,761+3,174$250,191$286,469+$36,2782024-04-10

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
Advertisement