Schneider Downs Wealth Management Advisors, LP Purchases in Q3 2025

Schneider Downs Wealth Management Advisors, LP

  • $815 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FHI
Federated Hermes, Inc.

Financial Services
2.58M
+ 3229.03%
$44.78 - $54.1 $115M - $139M
2.66M $138M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
404K
+ 21.97%
$23.69 - $24.32 $9.57M - $9.82M
2.24M $54.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46.4K
+ 2.76%
$39.8 - $42.86 $1.85M - $1.99M
1.73M $73.8M
MUB
Ishares National Muni Bond ETF

ETFs
29.3K
+ 10.31%
$103.24 - $106.68 $3.02M - $3.13M
314K $33.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.42K
+ 3.56%
$131.47 - $143.64 $712K - $778K
158K $22.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
40.8K
+ 15.64%
$45.26 - $46.63 $1.85M - $1.9M
302K $14M
AAPL
Apple Inc.

Technology
1.68K
+ 6.15%
$202.38 - $256.87 $339K - $431K
28.9K $7.36M
JPIE
J P Morgan Exchange Traded Fd
33.1K
+ 9.97%
$46.01 - $46.55 $1.52M - $1.54M
365K $17M
IEMG
Ishares Inc

ETFs
19.3K
+ 3.34%
N/A
598K $32.1M
VNLA
Janus Henderson Short Duration

ETFs
19.5K
+ 3.79%
$48.99 - $49.29 $954K - $960K
533K $26.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
438
+ 1.34%
$276.51 - $305.12 $121K - $134K
33K $9.83M
GOOGL
Alphabet Inc.

Communication Services
886
+ 11.7%
$174.36 - $254.72 $154K - $226K
8.46K $2.06M
NVDA
Nvidia Corp

Technology
2.6K
+ 51.76%
$153.3 - $186.58 $399K - $486K
7.64K $1.42M
RJF
Raymond James Financial Inc

Financial Services
42
+ 0.19%
$154.64 - $176.43 $6.49K - $7.41K
21.6K $3.73M
GOOG
Alphabet Inc.

Communication Services
35
+ 0.66%
$175.16 - $255.24 $6.13K - $8.93K
5.31K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
523
+ 8.08%
$282.78 - $316.06 $148K - $165K
7K $2.21M
VBR
Vanguard Small Cap Value ETF

ETFs
482
+ 3.9%
$195.41 - $212.37 $94.2K - $102K
12.8K $2.68M
SPGI
S&P Global Inc.

Financial Services
546
New
$484.94 - $564.15 $265K - $308K
546 $265K
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 21.37%
$211.65 - $238.24 $253K - $285K
6.79K $1.49M
AWK
American Water Works Company, Inc.

Utilities
1.57K
New
$135.05 - $147.0 $212K - $230K
1.57K $218K
MA
Mastercard Inc

Financial Services
380
New
$550.18 - $598.96 $209K - $228K
380 $216K
EEM
Ishares Msci Emerging Markets

ETFs
4.05K
New
$48.07 - $53.4 $195K - $216K
4.05K $216K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.22K
New
$67.16 - $93.48 $149K - $207K
2.22K $206K
BAC
Bank Of America Corp

Financial Services
3.89K
New
$44.92 - $52.42 $175K - $204K
3.89K $200K
HD
Home Depot, Inc.

Consumer Cyclical
391
+ 49.06%
$357.4 - $423.42 $140K - $166K
1.19K $481K
V
Visa Inc.

Financial Services
566
+ 21.72%
$332.09 - $358.86 $188K - $203K
3.17K $1.08M
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.11%
$121.35 - $144.54 $971 - $1.16K
7.06K $1.02M
PKOH
Park Ohio Holdings Corp

Industrials
4.35K
+ 25.14%
$15.56 - $22.91 $67.7K - $99.7K
21.7K $453K
JNJ
Johnson & Johnson

Healthcare
341
+ 14.54%
$155.17 - $185.42 $52.9K - $63.2K
2.69K $498K
XOM
Exxon Mobil Corp

Energy
521
+ 3.24%
$105.83 - $117.22 $55.1K - $61.1K
16.6K $1.87M
IJS
Ishares S&P Smallcap 600 Value

ETFs
18
+ 0.2%
$98.99 - $112.2 $1.78K - $2.02K
8.85K $978K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 12.63%
$459.11 - $506.91 $59.7K - $65.9K
1.16K $582K
META
Meta Platforms, Inc.

Communication Services
115
+ 10.12%
$695.21 - $791.73 $79.9K - $91K
1.25K $918K
PEP
Pepsico Inc

Consumer Defensive
359
+ 17.88%
$133.81 - $152.16 $48K - $54.6K
2.37K $332K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.29K
+ 6.26%
$22.89 - $23.7 $52.5K - $54.3K
38.9K $916K
NEE
Nextera Energy Inc

Utilities
342
+ 5.28%
$69.77 - $77.54 $23.9K - $26.5K
6.83K $515K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.93%
$184.85 - $231.54 $2.22K - $2.78K
1.31K $302K
NUSC
Nuveen Esg Small Cap ETF

ETFs
463
+ 4.76%
$40.43 - $44.52 $18.7K - $20.6K
10.2K $449K
IJK
Ishares S&P Midcap 400 Growth

ETFs
14
+ 0.13%
$91.28 - $97.59 $1.28K - $1.37K
10.5K $1M
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$250.97 - $282.66 $251 - $283
1.8K $507K
UBER
Uber Technologies, Inc

Technology
200
+ 3.01%
$86.91 - $99.57 $17.4K - $19.9K
6.84K $670K
MO
Altria Group, Inc.

Consumer Defensive
168
+ 3.62%
$57.75 - $67.68 $9.7K - $11.4K
4.81K $317K
MRK
Merck & Co., Inc.

Healthcare
400
+ 15.62%
$77.6 - $87.37 $31K - $34.9K
2.96K $248K
ABT
Abbott Laboratories

Healthcare
340
+ 20.14%
$120.51 - $136.62 $41K - $46.5K
2.03K $271K
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.08%
$94.4 - $104.27 $566 - $626
7.52K $775K
PG
Procter & Gamble CO

Consumer Defensive
296
+ 19.65%
$150.47 - $161.22 $44.5K - $47.7K
1.8K $276K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.15K
+ 2.68%
$25.0 - $25.33 $28.6K - $29K
43.8K $1.11M
VNQ
Vanguard Specialized Funds Van

ETFs
30
+ 0.26%
$88.47 - $93.24 $2.65K - $2.8K
11.6K $1.06M
CSCO
Cisco Systems, Inc.

Technology
229
+ 4.26%
$66.2 - $71.79 $15.2K - $16.4K
5.6K $383K
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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