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Schulz Wealth, LTD. Historic Quarter Change: USA ETF, New

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Schulz Wealth, LTD. historic quarter change: USA ETF, New

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 DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
  • Q2 2026: Stock BUFR; Country of operation —; Class FT LADD BUFF ETF; Shares before 0.
  • Q2 2026: Stock ACYN; Country of operation —; Class VEST LADDERED; Shares before 0.
  • Q2 2026: Stock ACYS; Country of operation —; Class VEST LAD AUT ETF; Shares before 0.

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 2026DFAC
DIMENSIONAL ETF TRUST		US COR EQU 2 ETF0953,100+953,100$0$42,279,519+$42,279,5192026-08-26
Q2 2026BUFR
FIRST TR EXCHNG TRADED FD VI		FT LADD BUFF ETF0342,573+342,573$0$12,514,192+$12,514,1922026-08-26
Q2 2026ACYN
FIRST TR EXCHANGE-TRADED FD		VEST LADDERED0343,070+343,070$0$7,132,425+$7,132,4252026-08-26
Q2 2026ACYS
FIRST TR EXCHANGE-TRADED FD		VEST LAD AUT ETF0214,146+214,146$0$4,398,559+$4,398,5592026-08-26
Q2 2026DFCF
DIMENSIONAL ETF TRUST		CORE FIXE IN ETF087,540+87,540$0$3,695,063+$3,695,0632026-08-26
Q2 2026AVUS
AMERICAN CENTY ETF TR		US EQT ETF023,664+23,664$0$3,030,885+$3,030,8852026-08-26
Q2 2026BUCK
SIMPLIFY EXCHANGE TRADED FUN		TREASURY OPT INC035,336+35,336$0$827,569+$827,5692026-08-26
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF04,127+4,127$0$362,660+$362,6602026-08-26
Q2 2026EWZ
ISHARES INC		MSCI BRAZIL ETF06,856+6,856$0$236,532+$236,5322026-08-26
Q2 2026VBR
VANGUARD INDEX FDS		SM CP VAL ETF0932+932$0$226,560+$226,5602026-08-26
Q2 2026KOCT
INNOVATOR ETFS TRUST		US SML CP PWR B05,930+5,930$0$221,545+$221,5452026-08-26
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT02,896+2,896$0$206,347+$206,3472026-08-26
Q4 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS01,057+1,057$0$663,079+$663,0792026-02-05
Q4 2025SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD04,110+4,110$0$329,681+$329,6812026-02-05
Q3 2025ZALT
INNOVATOR ETFS TRUST		U S EQ 10 BUFFER043,063+43,063$0$1,372,848+$1,372,8482025-10-17
Q2 2025GDEC
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT012,544+12,544$0$440,996+$440,9962025-07-07
Q2 2025IWF
ISHARES TR		RUS 1000 GRW ETF01,024+1,024$0$434,879+$434,8792025-07-07
Q2 2025VTV
VANGUARD INDEX FDS		VALUE ETF01,862+1,862$0$329,049+$329,0492025-07-07
Q2 2025DOCT
FIRST TR EXCHNG TRADED FD VI		FT VEST UQ EQT04,991+4,991$0$204,971+$204,9712025-07-07
Q2 2025VBR
VANGUARD INDEX FDS		SM CP VAL ETF01,039+1,039$0$202,661+$202,6612025-07-07
Q1 2025VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS034,543+34,543$0$2,027,329+$2,027,3292025-04-29
Q1 2025GFEB
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT08,337+8,337$0$306,551+$306,5512025-04-29
Q4 2024GOCT
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S EQT024,177+24,177$0$845,953+$845,9532025-02-05
Q4 2024VUG
VANGUARD INDEX FDS		GROWTH ETF0737+737$0$302,494+$302,4942025-02-05
Q3 2024SPYM
SPDR SER TR		United StatesPORTFOLIO S&P50004,020+4,020$0$271,395+$271,3952024-10-25
Q2 2024BUFR
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED0318,434+318,434$0$9,209,111+$9,209,1112024-07-25
Q2 2024BUFD
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED015,759+15,759$0$383,259+$383,2592024-07-25
Q2 2024NJUL
INNOVATOR ETFS TRUST		GRWT100 PWR BUF03,400+3,400$0$202,164+$202,1642024-07-25
Q1 2024BUFR
FIRST TR EXCHNG TRADED FD VI		FT VEST FD OF BU0321,463+321,463$0$8,988,105+$8,988,1052024-04-10
Q1 2024FDEC
FIRST TR EXCHNG TRADED FD VI		FT VEST UQ EQT0160,529+160,529$0$6,615,400+$6,615,4002024-04-10
Q1 2024FSEP
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT0118,458+118,458$0$5,033,873+$5,033,8732024-04-10
Q1 2024GJAN
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT0106,020+106,020$0$3,803,998+$3,803,9982024-04-10
Q1 2024GNOV
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S EQT0113,355+113,355$0$3,736,759+$3,736,7592024-04-10
Q1 2024GJUL
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT061,187+61,187$0$2,072,128+$2,072,1282024-04-10
Q1 2024GAPR
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT059,616+59,616$0$2,008,105+$2,008,1052024-04-10
Q1 2024GSEP
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S EQT058,144+58,144$0$1,919,601+$1,919,6012024-04-10
Q1 2024FJUL
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT042,333+42,333$0$1,881,702+$1,881,7022024-04-10
Q1 2024FMAR
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT038,105+38,105$0$1,495,240+$1,495,2402024-04-10
Q1 2024KNG
FIRST TR EXCHANGE-TRADED FD		FT VEST S&P 500024,225+24,225$0$1,301,125+$1,301,1252024-04-10
Q1 2024GMAR
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S EQT036,643+36,643$0$1,261,252+$1,261,2522024-04-10
Q1 2024GMAY
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S EQT035,731+35,731$0$1,214,854+$1,214,8542024-04-10
Q1 2024GJUN
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S EQT027,586+27,586$0$920,269+$920,2692024-04-10
Q1 2024DDEC
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S.016,929+16,929$0$634,399+$634,3992024-04-10
Q1 2024SDVD
FIRST TR EXCH TRADED FD III		FT VEST SMID023,700+23,700$0$521,637+$521,6372024-04-10
Q1 2024FOCT
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT012,838+12,838$0$520,838+$520,8382024-04-10
Q1 2024DMAR
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT013,417+13,417$0$468,253+$468,2532024-04-10
Q1 2024FNOV
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT010,110+10,110$0$452,305+$452,3052024-04-10
Q1 2024DSEP
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT011,483+11,483$0$438,478+$438,4782024-04-10
Q1 2024BUFD
FIRST TR EXCHNG TRADED FD VI		VEST FUND OF DEP015,759+15,759$0$371,755+$371,7552024-04-10
Q1 2024DFCF
DIMENSIONAL ETF TRUST		CORE FIXED INCOM08,677+8,677$0$364,000+$364,0002024-04-10
Q1 2024FAUG
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT07,867+7,867$0$337,337+$337,3372024-04-10
Q1 2024VGIT
VANGUARD SCOTTSDALE FDS		INTER TERM TREAS04,526+4,526$0$264,997+$264,9972024-04-10
Q1 2024GAUG
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT06,555+6,555$0$216,021+$216,0212024-04-10
Q1 2024PSEP
INNOVATOR ETFS TRUST		US EQTY PWR BUF05,615+5,615$0$204,948+$204,9482024-04-10

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