Robert R Schulz Portfolio
Invests via Schulz Wealth, LTD. | Managed by Robert R. Schulz, Austin M. Smith
Invests via Schulz Wealth, LTD.
Managed by Robert R. Schulz, Austin M. Smith
Automatically Tracked
Robert R Schulz Profile
Veteran private equity and investment management executive focused on middle-market transactions, portfolio operations and capital strategy. Robert R Schulz combines operational oversight with deal origination experience across industrials and business services, and has led buyouts, carve-outs and growth equity investments. Known for strategic cost transformation, governance improvement and exit readiness, typically engaging with sponsor-backed and family-owned companies to drive EBITDA expansion.
Veteran private equity and investment management executive focused on middle-market transactions, portfolio operations and capital strategy. Robert R Schulz combines operational oversight with deal origination experience across industrials and business services, and has led buyouts, carve-outs and growth equity investments. Known for strategic cost transformation, governance improvement and exit readiness, typically engaging with sponsor-backed and family-owned companies to drive EBITDA expansion.
Investment Philosophy & Strategy
Focused on middle‑market private equity, he targets industrials and business‑services companies where operational interventions unlock value. Prefers buyouts, carve‑outs and growth equity deals with sponsor‑backed or family owners, applying rigorous cost transformation, governance upgrades and exit planning to expand EBITDA. Investment horizon typically 3–7 years with control or influential minority stakes; disciplined capital allocation favors targeted capex, working‑capital optimization and bolt‑on consolidation to de‑risk growth.
Focused on middle‑market private equity, he targets industrials and business‑services companies where operational interventions unlock value. Prefers buyouts, carve‑outs and growth equity deals with sponsor‑backed or family owners, applying rigorous cost transformation, governance upgrades and exit planning to expand EBITDA. Investment horizon typically 3–7 years with control or influential minority stakes; disciplined capital allocation favors targeted capex, working‑capital optimization and bolt‑on consolidation to de‑risk growth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
44.98%
Gain +1.45%
Monthly
1.17%
Yearly
15%
Drawdown
14.85%
$197.5M
Equity
Holdings
$197.5M
Investment
$155.53M
$45.91M
Profit +$2.08M
Realized
$3.95M
Unrealized
$41.97M
Dividends
$4.38M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.45%
Profit
$2.08M
Win %
82%
This Week
Compared To Last Week
Gain
1.17%
Profit
$2.28M
Win %
82%
This Month
Compared to last month
Gain
2.43%
Profit
$4.68M
Win %
82%
This Year
Compared to last year
Gain
2.57%
Profit
$4.94M
Win %
83%
AAPL Apple Inc.
+1.15%
+$12,559.9 
BUCK Simplify Treasury Option Income ETF
+0.51%
+$4,240.32 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.27%
+$3,391.5 
FOCT FT Vest U.S. Equity Buffer ETF
+0.08%
+$562.55 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$176.29 
AMZN Amazon.com Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
GJAN FT Vest US Equity Moderate Fund B
0%
$0 
MA Mastercard Incorporated
0%
$0 
MSFT Microsoft Corp.
0%
+$0.01 
OKTA Okta Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WMT Walmart Inc.
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
BJAN Innovator U.S. Equity Buffer ETF - January
0%
$0 
BJUL Innovator U.S. Equity Buffer ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
DDEC FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DMAR FT Vest US Equity Deep Buffer Fund
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
FAUG FT Vest U.S. Equity Buffer ETF
0%
$0 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
0%
$0 
FMAR FT Vest U.S. Equity Buffer ETF
0%
$0 
FJUL FT Vest US Equity Buffer ETF
0%
$0 
FNOV FT Vest US Equity Buffer ETF
0%
$0 
FSEP FT Vest U.S. Equity Buffer E Fund
0%
$0 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
0%
$0 
GAUG FT Vest US Equity Moderate Fund
0%
$0 
GFEB FT VEST US Equity Moderate Fund
0%
$0 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
0%
$0 
GJUN FT Vest US Equity Moderate Fund
0%
$0 
GJUL FT Vest US Equity Moderate Class B
0%
$0 
GMAR FT Vest US Equity Moderate B Fund
0%
$0 
GSEP FT Vest US Equity Moderate B Fund
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
0%
$0 
PAUG Innovator U.S. Equity Power Buffer ETF - August
0%
$0 
PAPR Innovator U.S. Equity Power Buffer ETF April
0%
$0 
PMAY Innovator U.S. Equity Power Buffer ETF - May
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SDVD FT Vest Smid Rising Dividend Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.01 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.01 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
ZALT Innovator U.S. Equity 10% Buffer ETF
0%
$0 
GNOV FT Vest US Equity Moderate B Fund
0%
$0 
GOCT FT Vest US Equity Moderate Fund
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
0%
$0 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 350 | Longs Won 305/350 87% | Profit Factor 146.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $602,654.78 |
| Average Win $151,568.49 | Best Trade (Aug 31) $9.31M | Sharpe Ratio -91.87 |
| Average Loss -$7,013 | Worst Trade (Aug 31) -$38,682.31 | Z-Score 21.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $131,179.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,538 | $705,375.5 | $1.11M | - | $403,610.6 | 57.22% | +1.146% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 343,070 | $7.13M | $7.13M | - | -$6,861.09 | -0.1% | 0.0 |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 214,146 | $4.4M | $4.4M | - | -$0.15 | - | 0.0 |
| AMZN Amazon.com Inc | 2,420 | $371,045.7 | $631,765.2 | - | $260,719.5 | 70.27% | 0.0 |
| AVDV Avantis International Small Cap Value ETF | 103,193 | $7.9M | $11.63M | - | $3.73M | 47.17% | 0.0 |
| AVUS Avantis U.S. Equity ETF | 23,664 | $3.03M | $3.09M | - | $54,427.32 | 1.8% | 0.0 |
| BJAN Innovator U.S. Equity Buffer ETF - January | 32,130 | $1.32M | $1.93M | - | $619,275.45 | 47.09% | 0.0 |
| BJUL Innovator U.S. Equity Buffer ETF | 5,125 | $192,853.48 | $283,643.12 | - | $90,789.64 | 47.08% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 560 | $261,772.49 | $282,419.2 | - | $20,646.71 | 7.89% | 0.0 |
| BUCK Simplify Treasury Option Income ETF | 35,336 | $827,569 | $829,159.24 | - | $1,590.24 | 0.19% | +0.514% |
| BUFR FT Vestladder Buffer ETF-USD I | 342,573 | $9.65M | $12.78M | - | $3.14M | 32.5% | 0.0 |
 COST Costco Wholesale Corporation | 328 | $218,520.14 | $313,607.36 | - | $95,087.22 | 43.51% | -0.405% |
| CSCO Cisco Systems, Inc. | 1,900 | $223,174 | $211,109 | - | -$12,065 | -5.41% | 0.0 |
| DDEC FT Vest U.S. Equity Deep Buffer Fund | 12,927 | $462,237.23 | $623,859.61 | - | $161,622.38 | 34.97% | 0.0 |
| DDFY Innovator Equity Dual Directional 15 Buffer ETF - May | 121,446 | $2.43M | $2.47M | - | $41,874.96 | 1.72% | 0.0 |
| DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June | 36,262 | $703,120 | $714,724.02 | - | $11,604.02 | 1.65% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 953,100 | $30.66M | $43.4M | - | $12.75M | 41.57% | 0.0 |
 DFCF Dimensional Core Fixed Income ETF | 87,540 | $3.73M | $3.65M | - | -$76,902.08 | -2.06% | -0.12% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 11,762 | $293,579.66 | $472,832.4 | - | $179,252.74 | 61.06% | 0.0 |
| DMAR FT Vest US Equity Deep Buffer Fund | 13,413 | $454,088.9 | $609,288.21 | - | $155,199.31 | 34.18% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Robert R Schulz?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard U.S. Momentum Factor Fund - $1.75M, Vanguard Ultra-Short Bond ETF - $1.09M, Dimensional U.S. Core Equity 2 ETF - $836,488.92, Vanguard Total International Stock Index Fund Investor Shares - $770,396.83, and Avantis International Small Cap Value ETF - $481,220.11. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Okta Inc - $23,845 and Mastercard Incorporated - $15,987.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert R Schulz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.38M earned over time. The largest contributors to dividend income include Vanguard Ultra-Short Bond ETF - $1.06M, Vanguard Total International Stock Index Fund Investor Shares - $732,730.61, Dimensional U.S. Core Equity 2 ETF - $726,009.9, Avantis International Small Cap Value ETF - $473,857.16, and Fidelity S&P 500 Dividend Aristocrats ETF - $270,673.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert R Schulz's monthly returns?
Robert R Schulz's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Robert R Schulz's strategy be considered aggressive or moderate?
Robert R Schulz's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robert R Schulz's strategy?
Robert R Schulz's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
