Schneider Downs Wealth Management Advisors, LP Purchases in Q3 2024

Schneider Downs Wealth Management Advisors, LP

  • $478 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
8.19K
+ 4.3%
$237.84 - $263.83 $1.95M - $2.16M
199K $52.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46.7K
+ 3.56%
$33.74 - $37.96 $1.58M - $1.77M
1.36M $51M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
163K
+ 12.77%
$24.07 - $24.62 $3.92M - $4.01M
1.44M $35.4M
MUB
Ishares National Muni Bond ETF

ETFs
25.6K
+ 11.29%
$106.13 - $108.7 $2.71M - $2.78M
252K $27.4M
VNLA
Janus Henderson Short Duration

ETFs
50.5K
+ 20.08%
$48.34 - $49.08 $2.44M - $2.48M
302K $14.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.01K
+ 5.79%
$127.29 - $141.5 $893K - $992K
128K $17.9M
RJF
Raymond James Financial Inc

Financial Services
16.9K
+ 363.85%
$106.39 - $125.13 $1.8M - $2.11M
21.5K $2.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
820
+ 0.22%
$92.63 - $105.69 $76K - $86.7K
377K $39.3M
FHI
Federated Hermes, Inc.

Financial Services
21.7K
+ 31.41%
$32.18 - $37.3 $699K - $811K
90.9K $3.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.07K
+ 3.05%
$105.53 - $118.34 $218K - $245K
69.9K $8.17M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.4K
+ 7.69%
$44.65 - $47.21 $466K - $493K
146K $6.83M
JPIE
J P Morgan Exchange Traded Fd
11K
+ 8.11%
$45.17 - $46.39 $498K - $511K
147K $6.82M
META
Meta Platforms, Inc.

Communication Services
850
+ 195.85%
$453.41 - $572.44 $385K - $487K
1.28K $735K
UBER
Uber Technologies, Inc

Technology
6.48K
New
$58.48 - $77.47 $379K - $502K
6.48K $487K
NFLX
Netflix Inc

Communication Services
677
New
$598.55 - $722.26 $405K - $489K
677 $480K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
421
+ 0.5%
$75.47 - $83.18 $31.8K - $35K
84.8K $7.05M
SCHV
Schwab Strategic Tr Us Large C

ETFs
880
+ 1.63%
$73.43 - $80.37 $64.6K - $70.7K
54.9K $4.41M
V
Visa Inc.

Financial Services
1.33K
+ 75.4%
$253.74 - $291.56 $338K - $389K
3.1K $852K
JHML
John Hancock Multifactor Large

ETFs
1.87K
+ 3.61%
$62.62 - $69.44 $117K - $130K
53.8K $3.73M
AMZN
Amazon Com Inc

Consumer Cyclical
2.03K
+ 50.64%
$161.02 - $200.0 $326K - $405K
6.03K $1.12M
BRP
Brp Group, Inc.

Financial Services
8.2K
New
$35.8 - $40.92 $294K - $336K
8.2K $328K
NVR
Nvr Inc

Consumer Cyclical
33
New
$7421.51 - $9811.8 $245K - $324K
33 $323K
IVV
Ishares Core S&P 500 ETF

ETFs
238
+ 4.34%
$520.18 - $576.82 $124K - $137K
5.72K $3.3M
GOOGL
Alphabet Inc.

Communication Services
2.3K
+ 38.69%
$148.65 - $191.18 $341K - $439K
8.23K $1.36M
FNB
Fnb Corp

Financial Services
17.8K
New
$13.41 - $15.55 $238K - $276K
17.8K $250K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
404
+ 41.39%
$405.19 - $478.57 $164K - $193K
1.38K $635K
GLW
Corning Inc

Technology
5.14K
New
$37.76 - $46.2 $194K - $237K
5.14K $231K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
New
$149.02 - $167.67 $196K - $220K
1.32K $220K
MO
Altria Group, Inc.

Consumer Defensive
4.24K
New
$45.95 - $54.71 $195K - $232K
4.24K $216K
T
At&T Inc.

Communication Services
9.61K
New
$18.21 - $22.28 $175K - $214K
9.61K $211K
LBRDK
Liberty Broadband Corp

Communication Services
2.71K
New
$52.66 - $78.14 $142K - $211K
2.71K $209K
TJX
Tjx Companies Inc

Consumer Cyclical
1.75K
New
$107.93 - $120.23 $189K - $211K
1.75K $205K
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.8K
New
$38.89 - $42.97 $187K - $206K
4.8K $205K
PPG
Ppg Industries Inc

Basic Materials
1.54K
New
$118.32 - $134.55 $182K - $207K
1.54K $204K
GOOG
Alphabet Inc.

Communication Services
1.46K
+ 41.82%
$149.54 - $192.66 $218K - $281K
4.94K $826K
JPM
Jpmorgan Chase & CO

Financial Services
610
+ 9.75%
$194.9 - $224.8 $119K - $137K
6.87K $1.45M
VNQ
Vanguard Specialized Funds Van

ETFs
37
+ 0.29%
$82.97 - $98.97 $3.07K - $3.66K
13K $1.27M
PNC
Pnc Financial Services Group, Inc.

Financial Services
315
+ 7.86%
$156.14 - $187.2 $49.2K - $59K
4.33K $799K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
150
+ 0.98%
$27.14 - $35.2 $4.07K - $5.28K
15.5K $544K
RKLB
Rocket Lab Usa, Inc.

Industrials
11K
New
$4.54 - $9.78 $49.9K - $108K
11K $106K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 4.2%
$333.64 - $405.2 $11.7K - $14.2K
869 $352K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
+ 4.25%
$240.48 - $267.94 $20.4K - $22.8K
2.09K $557K
IJS
Ishares S&P Smallcap 600 Value

ETFs
20
+ 0.43%
$95.81 - $109.03 $1.92K - $2.18K
4.7K $506K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.16%
$179.99 - $201.6 $360 - $403
1.22K $244K
NVDA
Nvidia Corp

Technology
300
+ 4.05%
$98.91 - $134.91 $29.7K - $40.5K
7.71K $936K
VT
Vanguard Total World Stk Index

ETFs
9
+ 0.39%
$107.72 - $119.96 $969 - $1.08K
2.31K $276K
JGRO
J P Morgan Exchange Traded Fd
3.5K
+ 48.97%
N/A
10.7K $0
MRK
Merck & Co., Inc.

Healthcare
38
+ 1.08%
$111.15 - $128.97 $4.22K - $4.9K
3.56K $404K
Activity Summary
Buys All Purchases 49 New Holdings 14 Increased Positions 35 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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