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Pimco shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 781k 26.84
2025-06-30 $20M 734k 26.54
2025-03-31 $14M 542k 26.35

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pacer Fds Tr Pac Asset Fltg (FLRT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Schwallier Wealth Management

Top funds holding Pimco

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Krilogy Financial
CWM

View all funds holding Pimco