Schulz Wealth, LTD. quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 12 positions, added to 13, reduced 14, sold out of 8 and left 16 unchanged. The largest increase in value was DFAC (+$42,279,519); the largest decrease was DFAC (-$35,594,264).
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2025-12-31 899,072; Shares 2026-06-30 0.
- BUFR: Country of operation —; Class FT VEST LADDERED; Shares 2025-12-31 325,189; Shares 2026-06-30 0.
- DFCF: Country of operation —; Class CORE FIXED INCOM; Shares 2025-12-31 80,536; Shares 2026-06-30 0.
- LOCT: Country of operation —; Class PREMIUM INC 15 B; Shares 2025-12-31 29,500; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2011780): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-26). 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; share change is the position change.
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