Schulz Wealth, LTD. historic quarter change: USA ETF, Sold out
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 CORE EQUITY 2; Shares before 899,072.
- Q2 2026: Stock BUFR; Country of operation —; Class FT VEST LADDERED; Shares before 325,189.
- Q2 2026: Stock DFCF; Country of operation —; Class CORE FIXED INCOM; Shares before 80,536.
- Q2 2026: Stock LOCT; Country of operation —; Class PREMIUM INC 15 B; Shares before 29,500.
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 |
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| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 899,072 | 0 | -899,072 | $35,594,264 | $0 | -$35,594,264 | 2026-08-26 |
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| Q2 2026 | BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 325,189 | 0 | -325,189 | $11,140,975 | $0 | -$11,140,975 | 2026-08-26 |
|---|
| Q2 2026 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 80,536 | 0 | -80,536 | $3,427,612 | $0 | -$3,427,612 | 2026-08-26 |
|---|
| Q2 2026 | LOCT
INNOVATOR ETFS TRUST | | PREMIUM INC 15 B | 29,500 | 0 | -29,500 | $707,197 | $0 | -$707,197 | 2026-08-26 |
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| Q2 2026 | JULH
INNOVATOR ETFS TRUST | | PREM INC 20 BARR | 19,000 | 0 | -19,000 | $483,678 | $0 | -$483,678 | 2026-08-26 |
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| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 4,110 | 0 | -4,110 | $329,681 | $0 | -$329,681 | 2026-08-26 |
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| Q2 2026 | PSEP
INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 5,615 | 0 | -5,615 | $245,479 | $0 | -$245,479 | 2026-08-26 |
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| Q2 2026 | BUFD
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 8,628 | 0 | -8,628 | $243,655 | $0 | -$243,655 | 2026-08-26 |
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| Q4 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 4,087 | 0 | -4,087 | $320,166 | $0 | -$320,166 | 2026-02-05 |
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| Q4 2025 | DOCT
FIRST TR EXCHNG TRADED FD VI | | FT VEST UQ EQT | 4,991 | 0 | -4,991 | $215,627 | $0 | -$215,627 | 2026-02-05 |
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| Q3 2025 | GDEC
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 12,544 | 0 | -12,544 | $440,996 | $0 | -$440,996 | 2025-10-17 |
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| Q3 2025 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 1,039 | 0 | -1,039 | $202,661 | $0 | -$202,661 | 2025-10-17 |
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| Q2 2025 | VFMO
VANGUARD WELLINGTON FD | | US MOMENTUM | 86,511 | 0 | -86,511 | $13,124,565 | $0 | -$13,124,565 | 2025-07-07 |
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| Q2 2025 | NJUL
INNOVATOR ETFS TRUST | | GRWT100 PWR BUF | 3,400 | 0 | -3,400 | $204,091 | $0 | -$204,091 | 2025-07-07 |
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| Q1 2025 | DSEP
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 9,934 | 0 | -9,934 | $402,793 | $0 | -$402,793 | 2025-04-29 |
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| Q2 2024 | BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST FD OF BU | 321,463 | 0 | -321,463 | $8,988,105 | $0 | -$8,988,105 | 2024-07-25 |
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| Q2 2024 | BUFD
FIRST TR EXCHNG TRADED FD VI | | VEST FUND OF DEP | 15,759 | 0 | -15,759 | $371,755 | $0 | -$371,755 | 2024-07-25 |
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| Q1 2024 | BUFR
FIRST TR EXCHNG TRADED FD VI | | CBOE VEST US EQ | 330,707 | 0 | -330,707 | $8,786,885 | $0 | -$8,786,885 | 2024-04-10 |
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| Q1 2024 | FDEC
FIRST TR EXCHNG TRADED FD VI | | FT CBOE EQTY BFR | 162,590 | 0 | -162,590 | $6,339,384 | $0 | -$6,339,384 | 2024-04-10 |
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| Q1 2024 | FSEP
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST US | 119,954 | 0 | -119,954 | $4,826,949 | $0 | -$4,826,949 | 2024-04-10 |
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| Q1 2024 | GNOV
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST US | 118,015 | 0 | -118,015 | $3,741,064 | $0 | -$3,741,064 | 2024-04-10 |
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| Q1 2024 | GJUL
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST U S | 61,187 | 0 | -61,187 | $1,962,885 | $0 | -$1,962,885 | 2024-04-10 |
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| Q1 2024 | FJUL
FIRST TR EXCHNG TRADED FD VI | | CBOE VEST US EQT | 44,228 | 0 | -44,228 | $1,840,769 | $0 | -$1,840,769 | 2024-04-10 |
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| Q1 2024 | GSEP
FIRST TR EXCHNG TRADED FD VI | | FT CBOE EQ MODER | 58,144 | 0 | -58,144 | $1,837,932 | $0 | -$1,837,932 | 2024-04-10 |
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| Q1 2024 | FMAR
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST MAR | 38,105 | 0 | -38,105 | $1,438,589 | $0 | -$1,438,589 | 2024-04-10 |
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| Q1 2024 | GMAY
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST U S | 35,956 | 0 | -35,956 | $1,183,082 | $0 | -$1,183,082 | 2024-04-10 |
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| Q1 2024 | GMAR
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST US | 33,496 | 0 | -33,496 | $1,118,920 | $0 | -$1,118,920 | 2024-04-10 |
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| Q1 2024 | GAPR
FIRST TR EXCHNG TRADED FD VI | | FT CBOE US EQ MD | 32,987 | 0 | -32,987 | $1,079,823 | $0 | -$1,079,823 | 2024-04-10 |
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| Q1 2024 | DDEC
FIRST TR EXCHNG TRADED FD VI | | FT CBOE DEEP BFR | 28,293 | 0 | -28,293 | $1,011,687 | $0 | -$1,011,687 | 2024-04-10 |
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| Q1 2024 | DSEP
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST US | 24,269 | 0 | -24,269 | $884,175 | $0 | -$884,175 | 2024-04-10 |
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| Q1 2024 | GJUN
FIRST TR EXCHNG TRADED FD VI | | CBOE VEST US EQT | 27,586 | 0 | -27,586 | $877,014 | $0 | -$877,014 | 2024-04-10 |
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| Q1 2024 | GJAN
FIRST TR EXCHNG TRADED FD VI | | CBOE VEST US EQT | 24,030 | 0 | -24,030 | $828,554 | $0 | -$828,554 | 2024-04-10 |
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| Q1 2024 | KNG
FIRST TR EXCHANGE-TRADED FD | | FT CBOE VEST S&P | 14,500 | 0 | -14,500 | $749,360 | $0 | -$749,360 | 2024-04-10 |
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| Q1 2024 | BUFD
FIRST TR EXCHNG TRADED FD VI | | CBOE VEST FD DEP | 29,707 | 0 | -29,707 | $674,349 | $0 | -$674,349 | 2024-04-10 |
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| Q1 2024 | DMAR
FIRST TR EXCHNG TRADED FD VI | | FT CBOE VEST US | 17,629 | 0 | -17,629 | $596,819 | $0 | -$596,819 | 2024-04-10 |
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| Q1 2024 | FOCT
FIRST TR EXCHNG TRADED FD VI | | VEST US EQTY BUF | 13,507 | 0 | -13,507 | $525,287 | $0 | -$525,287 | 2024-04-10 |
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| Q1 2024 | FNOV
FIRST TR EXCHNG TRADED FD VI | | CBOE EQT BUFER | 10,110 | 0 | -10,110 | $429,815 | $0 | -$429,815 | 2024-04-10 |
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| Q1 2024 | FAUG
FIRST TR EXCHNG TRADED FD VI | | VEST US BUFFER | 7,867 | 0 | -7,867 | $319,636 | $0 | -$319,636 | 2024-04-10 |
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| Q1 2024 | UAUG
INNOVATOR ETFS TR | | US EQT ULTRA BF | 7,315 | 0 | -7,315 | $224,863 | $0 | -$224,863 | 2024-04-10 |
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| Q1 2024 | DOCT
FIRST TR EXCHNG TRADED FD VI | | VEST US EQT DEP | 6,118 | 0 | -6,118 | $222,448 | $0 | -$222,448 | 2024-04-10 |
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| Q1 2024 | GAUG
FIRST TR EXCHNG TRADED FD VI | | FT US EQ MOD BUF | 6,555 | 0 | -6,555 | $206,876 | $0 | -$206,876 | 2024-04-10 |
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