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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
2023-12-31 $252k 825 304.98

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Schwallier Wealth Management

Top funds holding Public Storage

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
APG Asset Management US
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Barrow, Hanley, Mewhinney & Strauss
Bank of New York Mellon
Ing Clarion Real Estate Securities
Massachusetts Financial Services

View all funds holding Public Storage