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Public Storage shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Public Storage (PSA) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Public Storage

Tip: Access up to 7 years of quarterly data

All positions including Public Storage held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Storage by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $309k 849 363.94
2024-06-30 $242k 842 287.67
2024-03-31 $242k 833 290.22
2023-12-31 $252k 825 304.98

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 Public Storage

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Cohen & Steers Capital Management
Charles Schwab Investment Management
APG Asset Management US
Dimensional Fund Advisors
Capital Research and Management Company - Division 3
Morgan Stanley
Northern Trust
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Public Storage