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Global X Fds shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 48k 59.71

More positions owned by Schwallier Wealth Management

Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust St Lon Treas Etf (SPTL)
Spdr Series Trust St Por Treas Etf (SPTB)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Schwab Strategic Tr Mortgage Backed (SMBS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Inf Tech Etf (VGT)
Blackrock Etf Trust Isha Us Them Etf (THRO)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)

View all positions for Schwallier Wealth Management

Top funds holding Global X Fds

Bank of America Corporation
Harel Insurance Investments & Financial Services
LPL Financial
Jpmorgan Chase & Co
Mirae Asset Global Etfs Holdings
Morgan Stanley
Bank Of Montreal
Envestnet Asset Management
Raymond James Financial
Resources Investment Advisors
Merit Financial Group
Advisor Group Holdings
Stifel Financial
Northwestern Mutual Wealth Management Company
Sanctuary Advisors

View all funds holding Global X Fds