Schwallier Wealth Management LLC PIMCO ETF TR Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025
Number of Shares
734,081
Previous 542,418 35.33%
Holding current value
$19.5 Billion
Previous $14.3 Billion 36.31%
% of portfolio
11.91%
Previous 10.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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