Schulz Wealth, Ltd. Vanguard Transaction History
Schulz Wealth, Ltd.
- $151 Billion
- Q3 2025
A detailed history of Schulz Wealth, Ltd. transactions in Vanguard stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 47,624 shares of VGSH stock, worth $2.8 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
47,624
Previous 42,450
12.19%
Holding current value
$2.8 Million
Previous $2.5 Billion
12.32%
% of portfolio
1.85%
Previous 1.87%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio