Schneider Downs Wealth Management Advisors, LP Purchases in Q2 2025

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
359K
+ 162.77%
N/A
579K $31.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
103K
+ 6.51%
$32.66 - $40.75 $3.35M - $4.18M
1.68M $68M
VBK
Vanguard Small Cap Growth ETF

ETFs
30.5K
+ 1460.49%
$219.76 - $276.94 $6.7M - $8.45M
32.6K $9.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
62.7K
+ 3.97%
$22.27 - $29.21 $1.4M - $1.83M
1.64M $47.9M
VO
Vanguard Mid Cap ETF

ETFs
8.62K
+ 3.73%
$228.54 - $279.83 $1.97M - $2.41M
240K $67.1M
VEA
Vanguard Ftse Developed Market

ETFs
76.8K
+ 44.85%
$45.65 - $57.01 $3.5M - $4.38M
248K $14.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
42K
+ 2.78%
$19.6 - $24.44 $822K - $1.03M
1.55M $37.9M
JPIE
J P Morgan Exchange Traded Fd
94.8K
+ 39.93%
$45.12 - $46.32 $4.28M - $4.39M
332K $15.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
120K
+ 36.66%
$22.92 - $28.05 $2.74M - $3.36M
446K $12.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.75K
+ 99.07%
$496.48 - $617.85 $2.85M - $3.55M
11.6K $7.14M
SCHV
Schwab Strategic Tr Us Large C

ETFs
105K
+ 54.78%
$23.55 - $27.67 $2.47M - $2.9M
296K $8.19M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
64.6K
+ 64.49%
$48.13 - $49.85 $3.11M - $3.22M
165K $8.07M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
63.8K
+ 32.35%
$44.68 - $45.96 $2.85M - $2.93M
261K $11.9M
VBR
Vanguard Small Cap Value ETF

ETFs
11.2K
+ 995.83%
$162.76 - $195.77 $1.83M - $2.2M
12.4K $2.41M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
57.8K
New
$29.12 - $35.84 $1.68M - $2.07M
57.8K $2.07M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
91.2K
+ 33.35%
$22.81 - $23.8 $2.08M - $2.17M
365K $8.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
17.2K
+ 192.16%
$82.51 - $109.2 $1.42M - $1.88M
26.1K $2.85M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
77.5K
+ 4.4%
$23.36 - $24.11 $1.81M - $1.87M
1.84M $43.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
888
+ 4.48%
$456.74 - $568.03 $406K - $504K
20.7K $11.8M
IEFA
Ishares Tr

ETFs
16.2K
+ 84.83%
$67.83 - $84.09 $1.1M - $1.36M
35.3K $2.95M
VB
Vanguard Small Cap ETF

ETFs
5.93K
+ 256.98%
$193.73 - $237.37 $1.15M - $1.41M
8.23K $1.95M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.61K
+ 33.93%
$82.96 - $110.1 $548K - $727K
26.1K $2.87M
IVE
Ishares S&P 500 Value ETF

ETFs
4.88K
+ 80.22%
$168.34 - $195.42 $822K - $954K
11K $2.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.05K
+ 2.06%
$90.56 - $109.49 $186K - $224K
101K $11.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
126
+ 0.15%
$72.96 - $90.39 $9.19K - $11.4K
85.3K $7.63M
TJX
Tjx Companies Inc

Consumer Cyclical
5.3K
+ 302.34%
$119.13 - $135.03 $631K - $716K
7.05K $870K
VONV
Vanguard Russell 1000 Value Et

ETFs
7.46K
+ 222.41%
$73.19 - $85.21 $546K - $636K
10.8K $921K
JHML
John Hancock Multifactor Large

ETFs
2.97K
+ 4.79%
$59.74 - $73.35 $177K - $218K
65K $4.77M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.7K
+ 21.01%
$24.38 - $30.18 $335K - $414K
79.1K $2.38M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.92K
+ 102.27%
$103.88 - $123.68 $407K - $484K
7.74K $956K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.02K
+ 92.38%
$73.7 - $90.98 $370K - $457K
10.5K $950K
IJUL
Innovator Etfs Tr

ETFs
15.4K
New
$27.51 - $31.94 $425K - $493K
15.4K $493K
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.1K
+ 86.61%
$83.54 - $100.04 $343K - $410K
8.83K $878K
XLE
Energy Sector Spdr

ETFs
4.67K
+ 170.13%
$76.44 - $94.13 $357K - $439K
7.41K $628K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4.05K
New
$65.41 - $79.66 $265K - $323K
4.05K $322K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.13K
+ 3.31%
$58.41 - $72.69 $65.8K - $81.8K
35.1K $2.55M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.36K
New
$101.91 - $134.83 $241K - $318K
2.36K $297K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
10.2K
New
$23.73 - $27.68 $243K - $283K
10.2K $283K
PM
Philip Morris International Inc.

Consumer Defensive
1.53K
New
$149.23 - $184.95 $228K - $283K
1.53K $278K
MO
Altria Group, Inc.

Consumer Defensive
4.64K
New
$55.56 - $60.91 $258K - $283K
4.64K $271K
PNC
Pnc Financial Services Group, Inc.

Financial Services
786
+ 7.09%
$149.76 - $186.42 $118K - $147K
11.9K $2.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.82K
+ 14.87%
$73.02 - $90.22 $133K - $164K
14K $1.25M
VOTE
Engine No 1 ETF Tr

ETFs
2.97K
New
$58.2 - $72.74 $173K - $216K
2.97K $216K
QQQ
Invesco Qqq Trust, Series 1

ETFs
181
+ 12.82%
$416.06 - $551.64 $75.3K - $99.8K
1.59K $878K
SLV
I Shares Silver Trust

ETFs
6.54K
New
$27.08 - $33.74 $177K - $221K
6.54K $214K
ISCB
International Speedway Corp

ETFs
3.57K
New
$47.12 - $58.28 $168K - $208K
3.57K $208K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.05K
New
$166.82 - $194.23 $176K - $205K
1.05K $204K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.74K
+ 22.55%
$22.43 - $23.23 $151K - $157K
36.6K $850K
NEE
Nextera Energy Inc

Utilities
2.29K
+ 54.65%
$64.11 - $75.0 $147K - $172K
6.48K $450K
Activity Summary
Buys All Purchases 57 New Holdings 14 Increased Positions 43 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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