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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
Q2 		$217K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Schwallier Wealth Management's SLV Position: Q2 2026 in Review

Schwallier Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 4,049 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #68.

Schwallier Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Schwallier Wealth Management held 4,049 shares of iShares Silver Trust worth $217K as of Q2 2026.
  • Schwallier Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.14% of Schwallier Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Schwallier Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Schwallier Wealth Management's iShares Silver Trust position peaked at $305K in Q4 2025.
  • 1,419 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.