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

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

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 DDFY; Country of operation —; Class EQUI DUAL 15 MAY; Shares before 0.
Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 0.
Q2 2026: Stock DDFZ; Country of operation —; Class EQTY DUL DIRCT15; Shares before 0.
Q2 2026: Stock OKTA; Country of operation United States; Class CL A; 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.

Quarter	Stock	Country of operation	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	DDFY INNOVATOR ETFS TRUST		EQUI DUAL 15 MAY	121,446	+121,446	$0	$2,432,563	+$2,432,563	2026-08-26
Q2 2026	PANW PALO ALTO NETWORKS INC	United States	COM	3,520	+3,520	$0	$1,200,390	+$1,200,390	2026-08-26
Q2 2026	DDFZ INNOVATOR ETFS TRUST		EQTY DUL DIRCT15	36,262	+36,262	$0	$703,120	+$703,120	2026-08-26
Q2 2026	OKTA OKTA INC	United States	CL A	2,284	+2,284	$0	$311,652	+$311,652	2026-08-26
Q2 2026	CSCO CISCO SYS INC	United States	COM	1,900	+1,900	$0	$223,174	+$223,174	2026-08-26
Q1 2025	OKTA OKTA INC	United States	CL A	2,284	+2,284	$0	$240,322	+$240,322	2025-04-29
Q4 2024	MA MASTERCARD INCORPORATED	United States	CL A	395	+395	$0	$207,995	+$207,995	2025-02-05
Q3 2024	BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	460	+460	$0	$211,720	+$211,720	2024-10-25
Q1 2024	MA MASTERCARD INCORPORATED	United States	CL A	450	+450	$0	$216,707	+$216,707	2024-04-10

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