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

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

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 MA; Country of operation United States; Class CL A; Shares before 398.
Q2 2026: Stock COST; Country of operation United States; Class COM; Shares before 331.
Q1 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 3,301.
Q1 2025: Stock WMT; Country of operation United States; Class COM; Shares before 4,460.

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	MA MASTERCARD INCORPORATED	United States	CL A	398	395	-3	$227,210	$202,872	-$24,338	2026-08-26
Q2 2026	COST COSTCO WHOLESALE CORPORATION	United States	COM	331	328	-3	$285,435	$306,834	+$21,399	2026-08-26
Q1 2025	AAPL APPLE INC	United States	COM	3,301	3,278	-23	$826,636	$728,142	-$98,494	2025-04-29
Q1 2025	WMT WALMART INC	United States	COM	4,460	4,209	-251	$402,961	$369,508	-$33,453	2025-04-29
Q1 2025	MSFT MICROSOFT CORP	United States	COM	566	549	-17	$238,569	$206,089	-$32,480	2025-04-29
Q1 2025	COST COSTCO WHSL CORP NEW	United States	COM	330	328	-2	$302,369	$310,216	+$7,847	2025-04-29
Q4 2024	AAPL APPLE INC	United States	COM	3,569	3,301	-268	$831,577	$826,636	-$4,941	2025-02-05
Q2 2024	AAPL APPLE INC	United States	COM	3,633	3,569	-64	$622,987	$751,703	+$128,716	2024-07-25
Q2 2024	RSG REPUBLIC SVCS INC	United States	COM	1,420	1,310	-110	$271,845	$254,585	-$17,260	2024-07-25
Q2 2024	COST COSTCO WHSL CORP NEW	United States	COM	356	326	-30	$260,816	$277,097	+$16,281	2024-07-25
Q2 2024	AMZN AMAZON COM INC	United States	COM	2,620	2,380	-240	$472,596	$459,935	-$12,661	2024-07-25
Q2 2024	WMT WALMART INC	United States	COM	4,761	4,401	-360	$286,469	$297,992	+$11,523	2024-07-25
Q2 2024	MSFT MICROSOFT CORP	United States	COM	547	527	-20	$230,134	$235,543	+$5,409	2024-07-25

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