Schwallier Wealth Management LLC PIMCO ETF TR Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025
Number of Shares
780,572
Previous 734,081 6.33%
Holding current value
$21 Billion
Previous $19.5 Billion 7.54%
% of portfolio
13.08%
Previous 11.91%

Shares

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

Nov 14, 2025
BUY
N/A
46,491 Added 6.33%
780,572 $21 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
191,663 Added 35.33%
734,081 $19.5 Billion
Q1 2025

Aug 14, 2025
BUY
N/A
542,418 New
542,418 $14.3 Billion
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