Schwallier Wealth Management LLC Purchases in Q2 2025

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
59.5K
+ 15.94%
$59.24 - $71.39 $3.52M - $4.25M
433K $30.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
111K
+ 22.07%
$22.27 - $29.21 $2.47M - $3.24M
613K $17.9B
Pimco ETF Tr
192K
+ 35.33%
N/A
734K $19.5B
VTV
Vanguard Value ETF

ETFs
18K
+ 17.94%
$153.67 - $176.74 $2.76M - $3.18M
118K $20.9B
PLW
Invesco 1 30 Laddered Treasury

ETFs
72K
+ 33.86%
N/A
285K $7.82B
JMEE
J P Morgan Exchange Traded Fd

ETFs
25K
+ 26.16%
$49.07 - $59.23 $1.23M - $1.48M
120K $7.13B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29.8K
+ 28.62%
$32.66 - $40.75 $974K - $1.22M
134K $5.43B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
44.5K
+ 18.24%
$17.76 - $22.1 $790K - $983K
288K $6.37B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
29.8K
+ 34.52%
$49.79 - $50.75 $1.49M - $1.51M
116K $5.9B
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
25.8K
+ 46.48%
$45.89 - $47.6 $1.19M - $1.23M
81.4K $3.88B
Proshares Tr
43.5K
New
N/A
43.5K $851M
DMAR
First Tr Ex Tr Viii Cboe Vest
20.1K
New
$35.55 - $39.57 $713K - $794K
20.1K $794M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
8.09K
New
$36.71 - $42.81 $297K - $346K
8.09K $346M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
9.16K
New
$33.92 - $37.71 $311K - $345K
9.16K $345M
IEMG
Ishares Inc

ETFs
5.63K
New
N/A
5.63K $338M
LNC
Lincoln National Corp

Financial Services
8.08K
New
$28.95 - $37.27 $234K - $301K
8.08K $280M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.23K
+ 4.7%
$58.41 - $72.69 $71.8K - $89.3K
27.4K $1.99B
FMC
Fmc Corp

Basic Materials
6.45K
New
$33.98 - $44.06 $219K - $284K
6.45K $269M
IVV
Ishares Core S&P 500 ETF

ETFs
405
New
$498.8 - $620.9 $202K - $251K
405 $252M
JPM
Jpmorgan Chase & CO

Financial Services
804
New
$210.28 - $289.91 $169K - $233K
804 $233M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.71K
New
$108.06 - $135.3 $185K - $231K
1.71K $232M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.26K
New
$50.52 - $50.92 $215K - $217K
4.26K $217M
TSLA
Tesla, Inc.

Consumer Cyclical
650
New
$221.86 - $362.89 $144K - $236K
650 $206M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.96K
+ 59.91%
$48.13 - $49.85 $190K - $197K
10.6K $518M
VOE
Vanguard Mid Cap Value Index F

ETFs
906
+ 14.11%
$141.87 - $164.49 $129K - $149K
7.33K $1.21B
VBR
Vanguard Small Cap Value ETF

ETFs
482
+ 9.2%
$162.76 - $195.77 $78.5K - $94.4K
5.72K $1.12B
MPV
Barings Participation Investors

Financial Services
846
+ 1.92%
$15.85 - $20.11 $13.4K - $17K
45K $905M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.36K
+ 9.74%
$27.43 - $34.32 $37.2K - $46.5K
15.3K $524M
Northern Lts Fd Tr Iv
22
+ 0.91%
N/A
2.45K $561M
FTCS
First Trust Capital Strength E

ETFs
284
+ 2.81%
$81.6 - $92.39 $23.2K - $26.2K
10.4K $946M
GLD
Spdr Gold Trust

ETFs
62
+ 5.71%
$273.71 - $316.29 $17K - $19.6K
1.15K $350M
SCHV
Schwab Strategic Tr Us Large C

ETFs
65
+ 0.45%
$23.55 - $27.67 $1.53K - $1.8K
14.4K $397M
PSA
Public Storage

Real Estate
13
+ 1.49%
$266.31 - $309.77 $3.46K - $4.03K
887 $260M
DHR
Danaher Corp

Healthcare
1
+ 0.07%
$174.64 - $205.16 $175 - $205
1.45K $285M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 29 Reductions 16 Sold out 13 Options Calls 0 Puts 0
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