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Pacer Fds Tr shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr (FLRT) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2M 89k 47.12
2025-09-30 $4.2M 88k 47.39
2025-06-30 $3.9M 81k 47.60
2025-03-31 $2.6M 56k 47.09

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pacer Fds Tr Aristotle Pacifi (FLRT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Schwallier Wealth Management

Top funds holding Pacer Fds Tr

LPL Financial
Foundations Investment Advisors
Cetera Investment Advisers
Advisor Group Holdings
Raymond James Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Octavia Wealth Advisors
Goss Wealth Management
Envestnet Asset Management
Assetmark
Mml Investors Services
Verus Capital Partners
Winebrenner Capital Management
Strategic Blueprint

View all funds holding Pacer Fds Tr