Schwallier Wealth Management
SLV icon

Schwallier Wealth Management’s iShares Silver Trust SLV Stock Holding History

Schwallier Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$575K Buy
10,549
+6,500
+161% +$368K 0.37% 38
2026
Q2 		$216K Hold
4,049
– – 0.14% 68
2026
Q1 		$276K Hold
4,049
– – 0.2% 52
2025
Q4 		$305K Buy
+4,049
New +$203K 0.2% 41

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Schwallier Wealth Management's SLV Position: Q3 2026 in Review

Schwallier Wealth Management increased its iShares Silver Trust (SLV) stake by 161% in Q3 2026, buying an estimated $368K and bringing the position to 10,549 shares worth $575K. The position accounts for 0.37% of the portfolio, ranked #38.

Schwallier Wealth Management first reported a position in SLV in Q4 2025 and has held it in 4 quarters since. 862 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Schwallier Wealth Management held 10,549 shares of iShares Silver Trust worth $575K as of Q3 2026.
  • Schwallier Wealth Management bought 6,500 iShares Silver Trust shares in Q3 2026, an estimated $368K.
  • iShares Silver Trust made up 0.37% of Schwallier Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Schwallier Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 4 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.