Schulz Wealth, LTD. Portfolio Holdings
Q3 2025•64 long positions•$151.3M portfolio value
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Holding67 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $33.7M 22.31% | +$3.1M Bought | — 874.9K shares | 795.7K → 874.9K +$3.1M | +9.95% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.7M 8.39% | +$1.3M Bought | — 172.7K shares | 155.0K → 172.7K +$1.3M | +11.47% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.7M 7.74% | +$1.3M Bought | — 350.3K shares | 312.1K → 350.3K +$1.3M | +12.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.5M 5.61% | +$107.0K Bought | — 169.7K shares | 167.5K → 169.7K +$107.0K | +1.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.4M 4.9% | -$147.3K Sold | — 150.5K shares | 153.5K → 150.5K −$147.3K | -1.95% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.3M 4.85% | +$1.4M Bought | — 82.5K shares | 66.7K → 82.5K +$1.4M | +23.62% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.6M 3.71% | -$60.5K Sold | — 134.6K shares | 136.0K → 134.6K −$60.5K | -1.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.4M 3.54% | -$16.1K Sold | — 105.9K shares | 106.3K → 105.9K −$16.1K | -0.3% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.4M 2.89% | — | — 111.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.1M 2.71% | +$358.9K Bought | — 101.1K shares | 92.2K → 101.1K +$358.9K | +9.59% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 2.54% | -$36.5K Sold | — 100.9K shares | 101.9K → 100.9K −$36.5K | -0.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 2.51% | -$47.8K Sold | — 99.8K shares | 101.0K → 99.8K −$47.8K | -1.24% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.0M 1.97% | +$1.3M Bought | — 69.6K shares | 38.5K → 69.6K +$1.3M | +80.66% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 1.95% | +$1.2M Bought | — 76.6K shares | 45.8K → 76.6K +$1.2M | +67.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 1.85% | +$304.5K Bought | — 47.6K shares | 42.5K → 47.6K +$304.5K | +12.19% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.2M 1.46% | -$130.0K Sold | — 56.6K shares | 60.0K → 56.6K −$130.0K | -5.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 1.38% | -$39.5K Sold | — 38.2K shares | 38.9K → 38.2K −$39.5K | -1.86% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 1.22% | -$6.1K Sold | — 45.4K shares | 45.6K → 45.4K −$6.1K | -0.33% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 1.17% | — | — 38.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 1.13% | — | — 32.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.998% | — | — 37.6K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.908% | +$1.4M New | — 43.1K shares | 0 → 43.1K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.808% | +$242.9K Bought | — 20.4K shares | 16.3K → 20.4K +$242.9K | +24.81% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.2M 0.79% | — | — 24.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.718% | -$80.6K Sold | — 27.9K shares | 30.0K → 27.9K −$80.6K | -6.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $979.6K 0.648% | — | — 23.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $926.3K 0.612% | — | — 24.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $904.7K 0.598% | — | — 19.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $836.7K 0.553% | — | 0.0% 3.3K shares | — | — | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $773.0K 0.511% | — | 0.003% 1.6K shares | — | — | $24.4B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $702.4K 0.464% | — | — 29.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $690.8K 0.457% | +$37.3K Bought | — 1.0K shares | 981.0 → 1.0K +$37.3K | +5.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $681.0K 0.45% | — | — 12.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $611.6K 0.404% | — | — 12.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $599.6K 0.396% | — | — 13.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $595.2K 0.393% | — | — 15.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $572.1K 0.378% | -$3.2K Sold | — 12.5K shares | 12.6K → 12.5K −$3.2K | -0.55% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $547.0K 0.362% | — | — 13.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $522.6K 0.345% | — | 0.0% 2.4K shares | — | — | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $515.8K 0.341% | +$36.1K Bought | — 1.1K shares | 1.0K → 1.1K +$36.1K | +7.52% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $512.4K 0.339% | — | — 23.7K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $475.6K 0.314% | — | — 19.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $433.8K 0.287% | — | 0.0% 4.2K shares | — | — | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $406.0K 0.268% | — | — 2.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $396.6K 0.262% | — | — 1.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $385.5K 0.255% | — | — 7.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $377.2K 0.249% | -$61.3K Sold | — 11.8K shares | 13.7K → 11.8K −$61.3K | -13.97% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $351.1K 0.232% | — | — 732.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $338.2K 0.224% | — | — 8.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $337.2K 0.223% | +$51.8K Bought | 0.0% 651.0 shares | 551.0 → 651.0 +$51.8K | +18.15% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m |
