Schwallier Wealth Management LLC Purchases in Q3 2025

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
46.5K
+ 6.33%
N/A
781K $21B
SCHC
Schwab Strategic Tr Intl Small

ETFs
22.1K
New
$42.28 - $45.71 $935K - $1.01M
22.1K $1.01B
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
48.9K
New
$20.07 - $20.17 $982K - $987K
48.9K $983M
PLW
Invesco 1 30 Laddered Treasury

ETFs
18.7K
+ 6.56%
N/A
303K $8.42B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.87K
+ 6.77%
$50.53 - $50.82 $398K - $400K
124K $6.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.5K
+ 9.13%
$72.65 - $78.68 $182K - $197K
29.9K $2.34B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
430
+ 0.32%
$39.8 - $42.86 $17.1K - $18.4K
135K $5.76B
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
7K
+ 8.59%
$47.36 - $47.65 $331K - $333K
88.4K $4.19B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.9K
+ 55.84%
$48.5 - $50.19 $286K - $296K
16.5K $824M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
12.7K
New
$21.89 - $23.17 $278K - $294K
12.7K $293M
VO
Vanguard Mid Cap ETF

ETFs
951
New
$279.83 - $293.74 $266K - $279K
951 $279M
CAT
Caterpillar Inc

Industrials
450
New
$390.92 - $477.15 $176K - $215K
450 $215M
FTCS
First Trust Capital Strength E

ETFs
1.95K
+ 18.74%
$89.72 - $93.74 $175K - $183K
12.4K $1.16B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.22K
+ 52.04%
$50.81 - $51.07 $113K - $113K
6.48K $331M
Northern Lts Fd Tr Iv
198
+ 8.09%
N/A
2.64K $659M
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 1.69%
$293.94 - $444.72 $3.23K - $4.89K
661 $294M
VIG
Vanguard Dividend Appreciation

ETFs
165
+ 5.32%
N/A
3.26K $704M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 10.18%
$27.61 - $29.15 $40.3K - $42.6K
15.8K $460M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.31K
+ 8.54%
$33.76 - $35.55 $44.1K - $46.4K
16.6K $585M
IEMG
Ishares Inc

ETFs
197
+ 3.5%
N/A
5.83K $384M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.25K
+ 7.82%
$23.8 - $24.29 $29.8K - $30.4K
17.3K $417M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
112
+ 1.69%
$38.56 - $42.17 $4.32K - $4.72K
6.74K $280M
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 1.0%
$282.78 - $316.06 $2.26K - $2.53K
812 $256M
MSFT
Microsoft Corp

Technology
15
+ 2.25%
$491.09 - $535.64 $7.37K - $8.03K
682 $353M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.25%
$620.67 - $670.08 $621 - $670
406 $272M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.29%
$134.94 - $145.86 $675 - $729
1.72K $250M
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 2.11%
$211.65 - $238.24 $7.41K - $8.34K
1.69K $372M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.27%
$695.21 - $791.73 $1.39K - $1.58K
740 $543M
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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