Schwallier Wealth Management LLC Purchases and Sells in Q3 2025

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

Top Buys

Incresed Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
PIMCO ETF TR
46.5K
+ 6.33%
N/A
781K $21B
18.7K
+ 6.56%
N/A
303K $8.42B
7.87K
+ 6.77%
$50.53 - $50.82 $398K - $400K
124K $6.3B
2.5K
+ 9.13%
$72.65 - $78.68 $182K - $197K
29.9K $2.34B
430
+ 0.32%
$39.8 - $42.86 $17.1K - $18.4K
135K $5.76B
7K
+ 8.59%
$47.36 - $47.65 $331K - $333K
88.4K $4.19B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
22.1K
New
$42.28 - $45.71 $935K - $1.01M
22.1K $1.01B
48.9K
New
$20.07 - $20.17 $982K - $987K
48.9K $983M
12.7K
New
$21.89 - $23.17 $278K - $294K
12.7K $293M
951
New
$279.83 - $293.74 $266K - $279K
951 $279M
450
New
$390.92 - $477.15 $176K - $215K
450 $215M

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-117K
- 92.87%
$59.81 - $60.11 $7.02M - $7.05M
9.01K $539M
-20.5K
- 16.7%
$50.47 - $50.74 $1.04M - $1.04M
102K $5.19B
-24.6K
- 5.69%
$70.77 - $73.59 $1.74M - $1.81M
408K $29.9B
-14K
- 74.64%
$43.1 - $44.6 $603K - $624K
4.76K $211M
-5.95K
- 59.21%
$98.53 - $107.1 $586K - $637K
4.1K $430M
-412
- 28.51%
$181.46 - $212.2 $74.8K - $87.4K
1.03K $205M
View all
Activity Summary
Buys All Purchases 29 New Holdings 5 Increased Positions 24 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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