Schwallier Wealth Management LLC Incresed Positions in Q3 2024

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
58.5K
+ 19.25%
$50.25 - $50.74 $2.94M - $2.97M
362K $18.4B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
20.5K
+ 4.82%
$61.47 - $67.36 $1.26M - $1.38M
445K $29.9B
VTV
Vanguard Value ETF

ETFs
4.68K
+ 6.32%
$159.75 - $174.57 $748K - $817K
78.8K $13.8B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.51K
+ 6.15%
$94.31 - $103.26 $614K - $672K
112K $11.5B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
12.3K
+ 5.11%
$42.76 - $45.16 $527K - $556K
253K $11.3B
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
6.21K
+ 4.12%
$38.22 - $43.47 $237K - $270K
157K $6.8B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
+ 7.63%
$36.98 - $41.55 $424K - $477K
162K $6.65B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.03K
+ 5.39%
$59.61 - $60.15 $479K - $483K
157K $9.4B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
9.6K
+ 167.6%
$39.85 - $42.56 $382K - $408K
15.3K $652M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.59K
+ 3.46%
$92.63 - $105.69 $147K - $168K
47.5K $4.95B
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.6K
+ 16.53%
$93.65 - $97.81 $150K - $156K
11.3K $1.1B
VOE
Vanguard Mid Cap Value Index F

ETFs
441
+ 6.58%
$149.02 - $167.67 $65.7K - $73.9K
7.14K $1.2B
VBR
Vanguard Small Cap Value ETF

ETFs
240
+ 4.07%
$179.99 - $201.6 $43.2K - $48.4K
6.14K $1.23B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
844
+ 3.15%
$60.84 - $67.51 $51.3K - $57K
27.6K $1.86B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.26K
+ 7.58%
$25.45 - $29.53 $57.5K - $66.7K
32K $935M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.87K
+ 18.24%
$28.91 - $32.54 $54K - $60.8K
12.1K $391M
AAPL
Apple Inc.

Technology
83
+ 3.2%
$207.23 - $234.82 $17.2K - $19.5K
2.68K $624M
PSA
Public Storage

Real Estate
7
+ 0.83%
$283.13 - $365.01 $1.98K - $2.56K
849 $309M
BIBL
Northern Lts Fd Tr Iv

ETFs
539
+ 6.86%
$36.61 - $40.67 $19.7K - $21.9K
8.4K $341M
SCHV
Schwab Strategic Tr Us Large C

ETFs
55
+ 1.11%
$73.43 - $80.37 $4.04K - $4.42K
4.99K $401M
MPV
Barings Participation Investors

Financial Services
918
+ 2.23%
$15.2 - $16.95 $14K - $15.6K
42K $712M
SQQQ
Proshares Tr Ultrapro Short Qq

ETFs
10K
+ 14.29%
$7.17 - $10.83 $71.7K - $108K
80K $591M
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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