Schwallier Wealth Management LLC Timothy Plan U S Sm Cap Core E Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 6,743 shares of TPSC stock, worth $271,203. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,743
Previous 6,631 1.69%
Holding current value
$271,203
Previous $257 Million 9.28%
% of portfolio
0.17%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$38.56 - $42.17 $4,318 - $4,723
112 Added 1.69%
6,743 $280 Million
Q2 2025

Aug 14, 2025
SELL
$32.77 - $38.72 $10,191 - $12,041
-311 Reduced 4.48%
6,631 $257 Million
Q1 2025

Aug 14, 2025
BUY
$36.14 - $40.81 $250,883 - $283,303
6,942 New
6,942 $257 Million

Others Institutions Holding TPSC

# of Institutions
90
Shares Held
3.83M
Call Options Held
0
Put Options Held
0
View Full List

About TIMOTHY PLAN U S SM CAP CORE E

TPSC Quotes by TradingView
  • Ticker TPSC
  • Sector ETFs
  • Industry ETFs
More about TPSC
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