A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,211 shares of OEF stock, worth $322,162. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,211
Previous 1,398 13.38%
Holding current value
$322,162
Previous $371,000 13.21%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025

SELL
N/A
-187 Reduced 13.38%
1,211 $322,000
Q1 2025

May 13, 2025

BUY
N/A
17 Added 1.23%
1,398 $371,000
Q4 2024

Feb 04, 2025

BUY
N/A
225 Added 19.46%
1,381 $367,000
Q4 2023

Feb 09, 2024

BUY
$193.71 - $224.12 $223,928 - $259,082
1,156 New
1,156 $258,000

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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.