Schulz Wealth, Ltd. Vanguard Transaction History
Schulz Wealth, Ltd.
- $134 Billion
- Q2 2025
A detailed history of Schulz Wealth, Ltd. transactions in Vanguard stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 42,450 shares of VGSH stock, worth $2.5 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
42,450
Previous 34,543
22.89%
Holding current value
$2.5 Million
Previous $2.03 Billion
23.08%
% of portfolio
1.87%
Previous 1.55%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,050Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio