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Facebook Inc cl a shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 700 572.38
2024-06-30 $354k 701 504.46
2024-03-31 $316k 651 485.31
2023-12-31 $231k 653 353.96

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

Top funds holding Facebook Inc cl a

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Capital World Investors
Capital Research Global Investors
Capital Research and Management Company - Division 3
Susquehanna International
Citadel Advisors
Northern Trust
Bank of America Corporation
Legal & General Group

View all funds holding Facebook Inc cl a