Schneider Downs Wealth Management Advisors, LP Portfolio Holdings

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 2025

Schneider Downs Wealth Management Advisors, LP has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $649 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $68M, Vanguard Mid Cap ETF with a value of $67.1M, Schwab Strategic Tr Us Large C with a value of $47.9M, Indexiq Active ETF Tr Iq Macka with a value of $43.8M, and Schwab Strategic Tr Us Large C with a value of $37.9M.

Examining the 13F form we can see an increase of $113M in the current position value, from $536M to 649M.

Below you can find more details about Schneider Downs Wealth Management Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $649 Million
ETFs: $572 Million
Technology: $26 Million
Financial Services: $16.2 Million
Industrials: $4.62 Million
Communication Services: $4.19 Million
Consumer Cyclical: $4 Million
Consumer Defensive: $2.52 Million
Healthcare: $1.78 Million
Other: $2.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68 Million 10.47% of portfolio
1,678,854
Q2 2025 Added 6.51%
$0
$67.1 Million 10.33% of portfolio
239,614
Q2 2025 Added 3.73%
$0
$47.9 Million 7.38% of portfolio
1,640,699
Q2 2025 Added 3.97%
$0
$43.8 Million 6.75% of portfolio
1,838,266
Q2 2025 Added 4.4%
$0
$37.9 Million 5.83% of portfolio
1,550,228
Q2 2025 Added 2.78%
$0
$31.1 Million 4.78% of portfolio
578,939
Q2 2025 Added 162.77%
$0
$29.7 Million 4.57% of portfolio
284,243
Q2 2025 Reduced 4.16%
$0
$25.3 Million 3.89% of portfolio
513,425
Q2 2025 Reduced 0.28%
$0
$20.2 Million 3.12% of portfolio
152,166
Q2 2025 Reduced 18.61%
$0
$19 Million 2.92% of portfolio
44,636
Q2 2025 Added 4.6%
$0
$15.4 Million 2.37% of portfolio
332,128
Q2 2025 Added 39.93%
$0
$14.1 Million 2.18% of portfolio
247,874
Q2 2025 Added 44.85%
$0
$12.5 Million 1.93% of portfolio
446,089
Q2 2025 Added 36.66%
$0
$11.9 Million 1.84% of portfolio
260,891
Q2 2025 Added 32.35%
$0
$11.8 Million 1.81% of portfolio
20,702
Q2 2025 Added 4.48%
$0
$11.1 Million 1.71% of portfolio
101,455
Q2 2025 Added 2.06%
$0
$9.02 Million 1.39% of portfolio
32,583
Q2 2025 Added 1,460.49%
$0
$8.5 Million 1.31% of portfolio
364,805
Q2 2025 Added 33.35%
$0
$8.19 Million 1.26% of portfolio
295,971
Q2 2025 Added 54.78%
$0
$8.07 Million 1.24% of portfolio
164,668
Q2 2025 Added 64.49%
$0
$7.63 Million 1.17% of portfolio
85,309
Q2 2025 Added 0.15%
$0
$7.14 Million 1.1% of portfolio
11,552
Q2 2025 Added 99.07%
$0
$6.91 Million 1.06% of portfolio
75,142
Q2 2025 Reduced 0.32%
$3.69T
$5.59 Million 0.86% of portfolio
27,242
Q2 2025 Reduced 5.96%
$0
$4.77 Million 0.73% of portfolio
64,982
Q2 2025 Added 4.79%
$4.65B
$3.54 Million 0.54% of portfolio
79,821
Q2 2025 Reduced 10.82%
$0
$3.45 Million 0.53% of portfolio
5,555
Q2 2025 Reduced 1.94%
$36.2B
$3.3 Million 0.51% of portfolio
21,546
Q3 2024 Added 363.85%
$1.55B
$3.26 Million 0.5% of portfolio
276,683
Q2 2025 Reduced 2.33%
$0
$2.95 Million 0.45% of portfolio
35,290
Q2 2025 Added 84.83%
$0
$2.85 Million 0.44% of portfolio
26,116
Q2 2025 Added 192.16%
$0
$2.87 Million 0.44% of portfolio
26,076
Q2 2025 Added 33.93%
$0
$2.74 Million 0.42% of portfolio
123,807
Q1 2025 Reduced 0.72%
$0
$2.55 Million 0.39% of portfolio
35,123
Q2 2025 Added 3.31%
$0
$2.54 Million 0.39% of portfolio
21,863
Q1 2025 Reduced 3.17%
$0
$2.41 Million 0.37% of portfolio
12,350
Q2 2025 Added 995.83%
$0
$2.38 Million 0.37% of portfolio
79,060
Q2 2025 Added 21.01%
$423B
$2.19 Million 0.34% of portfolio
3
Q1 2025 New
$77.3B
$2.21 Million 0.34% of portfolio
11,865
Q2 2025 Added 7.09%
$0
$2.14 Million 0.33% of portfolio
10,970
Q2 2025 Added 80.22%
$0
$2.07 Million 0.32% of portfolio
57,831
Q2 2025 New
$106B
$2.03 Million 0.31% of portfolio
6,644
Q2 2025 Reduced 3.58%
$0
$2.02 Million 0.31% of portfolio
6,653
Q1 2025 Added 3.74%
$145B
$1.99 Million 0.31% of portfolio
5,569
Q1 2024 Added 0.98%
$0
$1.95 Million 0.3% of portfolio
8,232
Q2 2025 Added 256.98%
$859B
$1.88 Million 0.29% of portfolio
6,473
Q2 2025 Reduced 2.87%
$442B
$1.73 Million 0.27% of portfolio
16,070
Q2 2025 Reduced 0.02%
$3.24B
$1.68 Million 0.26% of portfolio
23,369
Q2 2025 Reduced 1.16%
$32.6B
$1.65 Million 0.25% of portfolio
4,707
Q2 2025 Reduced 0.17%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $649 Million
  • Prior Value $536 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email