Ownership history in Schulz Wealth, LTD. · 9 quarters on record
This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in VANGUARD STAR FDS (VXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 171,252 | -1,478 | -0.9% | 8.28% | $12.9M | $75.44 |
| 2025 Q3 | ADDED | 172,730 | +17,780 | +11.5% | 8.39% | $12.7M | $72.14 |
| 2025 Q2 | ADDED | 154,950 | +4,916 | +3.3% | 8.00% | $10.7M | $67.51 |
| 2025 Q1 | ADDED | 150,034 | +13,591 | +10.0% | 7.11% | $9.3M | $60.25 |
| 2024 Q4 | ADDED | 136,443 | +3,021 | +2.3% | 6.17% | $8.0M | $57.00 |
| 2024 Q3 | ADDED | 133,422 | +3,735 | +2.9% | 6.68% | $8.6M | $61.57 |
| 2024 Q2 | REDUCED | 129,687 | -5,056 | -3.8% | 6.62% | $7.8M | $57.10 |
| 2024 Q1 | ADDED | 134,743 | +7,934 | +6.3% | 6.95% | $8.1M | $56.65 |
| 2023 Q4 | INITIATED | 126,809 | — | — | 7.03% | $7.3M | — |
As of 2025 Q4 — sorted by position size