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

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

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 ZALT; Country of operation —; Class U S EQ 10 BUFFER; Shares before 66,782.
Q2 2026: Stock FDEC; Country of operation —; Class FT VEST UQ EQT; Shares before 148,314.
Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 1,057.
Q2 2026: Stock GAUG; Country of operation —; Class FT VEST US EQT; Shares before 76,106.

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	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	ZALT INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	66,782	43,935	-22,847	$2,175,090	$1,488,078	-$687,012	2026-08-26
Q2 2026	FDEC FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	148,314	148,313	-1	$7,591,126	$8,078,209	+$487,083	2026-08-26
Q2 2026	VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	1,057	696	-361	$663,079	$478,217	-$184,862	2026-08-26
Q2 2026	GAUG FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	76,106	76,101	-5	$2,987,922	$3,152,103	+$164,181	2026-08-26
Q2 2026	VUSB VANGUARD BD INDEX FDS	VANGUARD ULTRA	177,475	174,683	-2,792	$8,845,354	$8,695,720	-$149,634	2026-08-26
Q2 2026	GSEP FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	96,780	95,087	-1,693	$3,749,257	$3,894,764	+$145,507	2026-08-26
Q2 2026	FJUL FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33,708	33,695	-13	$1,884,810	$2,006,200	+$121,390	2026-08-26
Q2 2026	GNOV FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	97,716	90,959	-6,757	$3,881,280	$3,801,631	-$79,649	2026-08-26
Q2 2026	PJUL INNOVATOR ETFS TRUST	US EQTY PWR BUF	12,501	10,353	-2,148	$580,421	$505,330	-$75,091	2026-08-26
Q2 2026	GJUN FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	56,646	55,886	-760	$2,243,170	$2,301,944	+$58,774	2026-08-26
Q2 2026	PJAN INNOVATOR ETFS TRUST	US EQTY PWR BUF	17,290	17,285	-5	$812,976	$855,435	+$42,459	2026-08-26
Q2 2026	DMAR FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	13,417	13,413	-4	$558,881	$599,997	+$41,116	2026-08-26
Q2 2026	VTV VANGUARD INDEX FDS	VALUE ETF	1,494	1,398	-96	$285,260	$304,605	+$19,345	2026-08-26
Q2 2026	PMAY INNOVATOR ETFS TRUST	US EQTY PWR BUF	25,889	24,634	-1,255	$1,024,946	$1,017,384	-$7,562	2026-08-26

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