Schulz Wealth, LTD. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 54 positions, added to 86, reduced 122 and sold out of 41.
- Q2 2026: Stock AVDV; Country of operation —; Class INTL SMCP VLU; Shares before 84,499.
- Q2 2026: Stock VXUS; Country of operation —; Class VG TL INTL STK F; Shares before 171,252.
- Q2 2026: Stock GJAN; Country of operation —; Class FT VEST US EQT; Shares before 129,031.
- Q2 2026: Stock GAPR; Country of operation —; Class FT VEST US EQT; Shares before 110,319.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 84,499 | 103,193 | +18,694 | $7,940,405 | $10,634,020 | +$2,693,615 | 2026-08-26 |
|---|
| Q2 2026 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 171,252 | 178,505 | +7,253 | $12,919,264 | $15,260,356 | +$2,341,092 | 2026-08-26 |
|---|
| Q2 2026 | GJAN
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 129,031 | 145,960 | +16,929 | $5,521,236 | $6,571,674 | +$1,050,438 | 2026-08-26 |
|---|
| Q2 2026 | GAPR
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 110,319 | 125,868 | +15,549 | $4,412,010 | $5,245,461 | +$833,451 | 2026-08-26 |
|---|
| Q2 2026 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 46,843 | 61,505 | +14,662 | $2,751,089 | $3,579,591 | +$828,502 | 2026-08-26 |
|---|
| Q2 2026 | FSEP
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 102,053 | 103,086 | +1,033 | $5,261,853 | $5,677,977 | +$416,124 | 2026-08-26 |
|---|
| Q2 2026 | GMAY
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 43,931 | 49,653 | +5,722 | $1,814,043 | $2,137,065 | +$323,022 | 2026-08-26 |
|---|
| Q2 2026 | GMAR
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 36,471 | 37,497 | +1,026 | $1,493,123 | $1,658,867 | +$165,744 | 2026-08-26 |
|---|
| Q2 2026 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 20,388 | 22,877 | +2,489 | $1,221,853 | $1,349,285 | +$127,432 | 2026-08-26 |
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| Q2 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 780 | 902 | +122 | $261,512 | $333,908 | +$72,396 | 2026-08-26 |
|---|
| Q2 2026 | GFEB
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 8,337 | 8,937 | +600 | $346,236 | $393,489 | +$47,253 | 2026-08-26 |
|---|
| Q2 2026 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,101 | 4,404 | +3,303 | $521,225 | $546,877 | +$25,652 | 2026-08-26 |
|---|
| Q2 2026 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 732 | 4,392 | +3,660 | $357,114 | $378,327 | +$21,213 | 2026-08-26 |
|---|
| Q4 2025 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 874,911 | 899,072 | +24,161 | $33,745,317 | $35,594,264 | +$1,848,947 | 2026-02-05 |
|---|
| Q4 2025 | ZALT
INNOVATOR ETFS TRUST | | U S EQ 10 BUFFER | 43,063 | 66,782 | +23,719 | $1,372,848 | $2,175,090 | +$802,242 | 2026-02-05 |
|---|
| Q4 2025 | GOCT
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 24,177 | 42,065 | +17,888 | $926,339 | $1,652,734 | +$726,395 | 2026-02-05 |
|---|
| Q4 2025 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 82,472 | 84,499 | +2,027 | $7,342,482 | $7,940,405 | +$597,923 | 2026-02-05 |
|---|
| Q4 2025 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 69,589 | 80,536 | +10,947 | $2,975,626 | $3,427,612 | +$451,986 | 2026-02-05 |
|---|
| Q4 2025 | VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 169,659 | 177,475 | +7,816 | $8,482,102 | $8,845,354 | +$363,252 | 2026-02-05 |
|---|
| Q4 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,341 | 1,494 | +153 | $250,051 | $285,260 | +$35,209 | 2026-02-05 |
|---|
| Q4 2025 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 20,353 | 20,388 | +35 | $1,221,791 | $1,221,853 | +$62 | 2026-02-05 |
|---|
| Q3 2025 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 795,734 | 874,911 | +79,177 | $28,519,107 | $33,745,317 | +$5,226,210 | 2025-10-17 |
|---|
| Q3 2025 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 66,714 | 82,472 | +15,758 | $5,289,086 | $7,342,482 | +$2,053,396 | 2025-10-17 |
|---|
| Q3 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 154,950 | 172,730 | +17,780 | $10,705,488 | $12,688,715 | +$1,983,227 | 2025-10-17 |
|---|
| Q3 2025 | BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 312,141 | 350,277 | +38,136 | $9,926,084 | $11,706,257 | +$1,780,173 | 2025-10-17 |
|---|
| Q3 2025 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 38,519 | 69,589 | +31,070 | $1,627,813 | $2,975,626 | +$1,347,813 | 2025-10-17 |
|---|
| Q3 2025 | GAUG
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 45,833 | 76,586 | +30,753 | $1,695,592 | $2,956,985 | +$1,261,393 | 2025-10-17 |
|---|
| Q3 2025 | GJUL
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 92,247 | 101,095 | +8,848 | $3,569,036 | $4,100,413 | +$531,377 | 2025-10-17 |
|---|
| Q3 2025 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 42,450 | 47,624 | +5,174 | $2,495,211 | $2,802,672 | +$307,461 | 2025-10-17 |
|---|
| Q3 2025 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 16,307 | 20,353 | +4,046 | $975,322 | $1,221,791 | +$246,469 | 2025-10-17 |
|---|
| Q3 2025 | VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 167,518 | 169,659 | +2,141 | $8,353,285 | $8,482,102 | +$128,817 | 2025-10-17 |
|---|
| Q3 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 981 | 1,037 | +56 | $606,074 | $690,789 | +$84,715 | 2025-10-17 |
|---|
| Q3 2025 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,024 | 1,101 | +77 | $434,879 | $515,840 | +$80,961 | 2025-10-17 |
|---|
| Q3 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 4,081 | 4,087 | +6 | $296,678 | $320,166 | +$23,488 | 2025-10-17 |
|---|
| Q2 2025 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 735,098 | 795,734 | +60,636 | $24,250,883 | $28,519,107 | +$4,268,224 | 2025-07-07 |
|---|
| Q2 2025 | GJUN
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 21,949 | 59,989 | +38,040 | $771,946 | $2,255,586 | +$1,483,640 | 2025-07-07 |
|---|
| Q2 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 150,034 | 154,950 | +4,916 | $9,317,098 | $10,705,488 | +$1,388,390 | 2025-07-07 |
|---|
| Q2 2025 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 58,114 | 66,714 | +8,600 | $4,052,870 | $5,289,086 | +$1,236,216 | 2025-07-07 |
|---|
| Q2 2025 | BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 297,181 | 312,141 | +14,960 | $8,823,304 | $9,926,084 | +$1,102,780 | 2025-07-07 |
|---|
| Q2 2025 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 16,646 | 38,519 | +21,873 | $700,131 | $1,627,813 | +$927,682 | 2025-07-07 |
|---|
| Q2 2025 | GJAN
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 130,904 | 136,034 | +5,130 | $4,931,154 | $5,437,075 | +$505,921 | 2025-07-07 |
|---|
| Q2 2025 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 34,543 | 42,450 | +7,907 | $2,027,329 | $2,495,211 | +$467,882 | 2025-07-07 |
|---|
| Q2 2025 | GMAY
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 36,873 | 45,578 | +8,705 | $1,336,831 | $1,784,529 | +$447,698 | 2025-07-07 |
|---|
| Q2 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 510 | 981 | +471 | $285,289 | $606,074 | +$320,785 | 2025-07-07 |
|---|
| Q2 2025 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 12,887 | 16,307 | +3,420 | $765,488 | $975,322 | +$209,834 | 2025-07-07 |
|---|
| Q2 2025 | GMAR
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 35,422 | 37,637 | +2,215 | $1,317,698 | $1,465,961 | +$148,263 | 2025-07-07 |
|---|
| Q1 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 136,443 | 150,034 | +13,591 | $8,040,609 | $9,317,098 | +$1,276,489 | 2025-04-29 |
|---|
| Q1 2025 | VFMO
VANGUARD WELLINGTON FD | | US MOMENTUM | 85,598 | 86,511 | +913 | $14,069,683 | $13,124,565 | -$945,118 | 2025-04-29 |
|---|
| Q1 2025 | GJAN
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 103,886 | 130,904 | +27,018 | $4,015,194 | $4,931,154 | +$915,960 | 2025-04-29 |
|---|
| Q1 2025 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 53,211 | 58,114 | +4,903 | $3,462,972 | $4,052,870 | +$589,898 | 2025-04-29 |
|---|
| Q1 2025 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 6,117 | 12,887 | +6,770 | $354,786 | $765,488 | +$410,702 | 2025-04-29 |
|---|
| Q1 2025 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 709,743 | 735,098 | +25,355 | $24,550,010 | $24,250,883 | -$299,127 | 2025-04-29 |
|---|
| Q1 2025 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 14,954 | 16,646 | +1,692 | $617,152 | $700,131 | +$82,979 | 2025-04-29 |
|---|
| Q1 2025 | SPYM
SPDR SER TR | United States | PORTFOLIO S&P500 | 4,030 | 4,095 | +65 | $277,824 | $269,285 | -$8,539 | 2025-04-29 |
|---|
| Q1 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 822 | 858 | +36 | $238,088 | $235,844 | -$2,244 | 2025-04-29 |
|---|
| Q1 2025 | GMAR
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 35,155 | 35,422 | +267 | $1,316,934 | $1,317,698 | +$764 | 2025-04-29 |
|---|
| Q4 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 133,422 | 136,443 | +3,021 | $8,637,712 | $8,040,609 | -$597,103 | 2025-02-05 |
|---|
| Q4 2024 | VFMO
VANGUARD WELLINGTON FD | | US MOMENTUM | 84,433 | 85,598 | +1,165 | $13,589,492 | $14,069,683 | +$480,191 | 2025-02-05 |
|---|
| Q4 2024 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 704,834 | 709,743 | +4,909 | $24,168,758 | $24,550,010 | +$381,252 | 2025-02-05 |
|---|
| Q4 2024 | FNOV
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 9,665 | 12,875 | +3,210 | $455,963 | $615,683 | +$159,720 | 2025-02-05 |
|---|
| Q4 2024 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 50,910 | 53,211 | +2,301 | $3,597,810 | $3,462,972 | -$134,838 | 2025-02-05 |
|---|
| Q4 2024 | GNOV
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 108,168 | 108,823 | +655 | $3,730,055 | $3,806,629 | +$76,574 | 2025-02-05 |
|---|
| Q4 2024 | SPYM
SPDR SER TR | United States | PORTFOLIO S&P500 | 4,020 | 4,030 | +10 | $271,395 | $277,824 | +$6,429 | 2025-02-05 |
|---|
| Q4 2024 | FOCT
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 12,838 | 12,873 | +35 | $542,470 | $548,776 | +$6,306 | 2025-02-05 |
|---|
| Q3 2024 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 661,684 | 704,834 | +43,150 | $21,332,692 | $24,168,758 | +$2,836,066 | 2024-10-25 |
|---|
| Q3 2024 | GSEP
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 58,144 | 101,860 | +43,716 | $1,965,651 | $3,522,319 | +$1,556,668 | 2024-10-25 |
|---|
| Q3 2024 | GJUL
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 59,572 | 97,060 | +37,488 | $2,070,127 | $3,497,072 | +$1,426,945 | 2024-10-25 |
|---|
| Q3 2024 | GAUG
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 6,555 | 47,157 | +40,602 | $220,707 | $1,639,649 | +$1,418,942 | 2024-10-25 |
|---|
| Q3 2024 | VFMO
VANGUARD WELLINGTON FD | | US MOMENTUM | 81,463 | 84,433 | +2,970 | $12,235,693 | $13,589,492 | +$1,353,799 | 2024-10-25 |
|---|
| Q3 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 129,687 | 133,422 | +3,735 | $7,820,117 | $8,637,712 | +$817,595 | 2024-10-25 |
|---|
| Q3 2024 | BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 318,434 | 327,928 | +9,494 | $9,209,111 | $9,801,768 | +$592,657 | 2024-10-25 |
|---|
| Q3 2024 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 9,132 | 20,883 | +11,751 | $379,343 | $901,937 | +$522,594 | 2024-10-25 |
|---|
| Q3 2024 | FSEP
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 117,058 | 117,782 | +724 | $5,122,435 | $5,293,123 | +$170,688 | 2024-10-25 |
|---|
| Q3 2024 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 4,711 | 6,958 | +2,247 | $274,322 | $420,402 | +$146,080 | 2024-10-25 |
|---|
| Q3 2024 | FJUL
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 41,083 | 41,163 | +80 | $1,892,283 | $1,980,352 | +$88,069 | 2024-10-25 |
|---|
| Q3 2024 | BJAN
INNOVATOR ETFS TRUST | | US EQTY BUFR JAN | 31,710 | 32,130 | +420 | $1,430,070 | $1,495,973 | +$65,903 | 2024-10-25 |
|---|
| Q3 2024 | GJUN
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 22,736 | 22,779 | +43 | $775,525 | $806,832 | +$31,307 | 2024-10-25 |
|---|
| Q2 2024 | GAPR
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 59,616 | 111,515 | +51,899 | $2,008,105 | $3,976,748 | +$1,968,643 | 2024-07-25 |
|---|
| Q2 2024 | GMAY
FIRST TR EXCHNG TRADED FD VI | | FT VEST U.S EQT | 35,731 | 41,443 | +5,712 | $1,214,854 | $1,450,173 | +$235,319 | 2024-07-25 |
|---|
| Q2 2024 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 8,677 | 9,132 | +455 | $364,000 | $379,343 | +$15,343 | 2024-07-25 |
|---|
| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 845 | 858 | +13 | $219,624 | $229,485 | +$9,861 | 2024-07-25 |
|---|
| Q2 2024 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 4,526 | 4,711 | +185 | $264,997 | $274,322 | +$9,325 | 2024-07-25 |
|---|
| Q1 2024 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 605,799 | 698,388 | +92,589 | $17,707,505 | $22,313,497 | +$4,605,992 | 2024-04-10 |
|---|
| Q1 2024 | VFMO
VANGUARD WELLINGTON FD | | US MOMENTUM | 81,411 | 83,393 | +1,982 | $10,688,577 | $12,615,643 | +$1,927,066 | 2024-04-10 |
|---|
| Q1 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 126,809 | 134,743 | +7,934 | $7,349,850 | $8,125,007 | +$775,157 | 2024-04-10 |
|---|
| Q1 2024 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 45,468 | 52,873 | +7,405 | $2,841,295 | $3,482,216 | +$640,921 | 2024-04-10 |
|---|