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Schwallier Wealth Management’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Schwallier Wealth Management’s Portfolio TPSC Stock Details TPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,605
Closed -$280K – 73
2026
Q1 		$280K Sell
6,605
-104
-2% -$4.54K 0.2% 50
2025
Q4 		$293K Sell
6,709
-34
-0.5% -$1.4K 0.19% 43
2025
Q3 		$280K Buy
6,743
+112
+2% +$4.54K 0.18% 41
2025
Q2 		$257K Sell
6,631
-311
-4% -$11.5K 0.16% 45
2025
Q1 		$257K Buy
+6,942
New +$270K 0.19% 48

Other funds holding TPSC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Schwallier Wealth Management sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q2 2026, closing a stake of 6,605 shares — an estimated $280K sold.

Schwallier Wealth Management first reported a position in TPSC in Q1 2025 and held it in 5 quarters. The position peaked at $293K in Q4 2025. 95 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

  • Schwallier Wealth Management reported no remaining Timothy Plan US Small Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Schwallier Wealth Management sold 6,605 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $280K.
  • Schwallier Wealth Management first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2025 and held it in 5 quarters.
  • Schwallier Wealth Management's Timothy Plan US Small Cap Core ETF position peaked at $293K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

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