Schneider Downs Wealth Management Advisors, LP Purchases in Q1 2025

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109K
+ 7.44%
$33.84 - $37.77 $3.69M - $4.12M
1.58M $57.4M
VNLA
Janus Henderson Short Duration

ETFs
138K
+ 36.63%
$48.89 - $49.21 $6.75M - $6.79M
515K $25.3M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
239K
+ 15.74%
$23.87 - $24.35 $5.71M - $5.83M
1.76M $42.2M
MUB
Ishares National Muni Bond ETF

ETFs
28.8K
+ 10.77%
$104.71 - $107.69 $3.02M - $3.11M
297K $31.3M
JPIE
J P Morgan Exchange Traded Fd
57.7K
+ 32.12%
$45.46 - $46.18 $2.62M - $2.66M
237K $10.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
VO
Vanguard Mid Cap ETF

ETFs
13.6K
+ 6.27%
$251.87 - $277.95 $3.43M - $3.79M
231K $59.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.2K
+ 14.68%
$44.41 - $45.98 $1.12M - $1.16M
197K $9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
23.9K
+ 14.68%
$121.0 - $142.28 $2.9M - $3.41M
187K $23.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.5K
+ 18.41%
$102.49 - $119.96 $1.58M - $1.85M
99.4K $10.4M
HWM
Howmet Aerospace Inc.

Industrials
4.36K
New
$110.79 - $139.39 $482K - $607K
4.36K $564K
VEA
Vanguard Ftse Developed Market

ETFs
301
+ 0.18%
$47.4 - $52.99 $14.3K - $15.9K
171K $8.7M
FHI
Federated Hermes, Inc.

Financial Services
10K
+ 12.64%
$37.58 - $41.51 $377K - $417K
89.5K $3.65M
VGT
Vanguard Information Technolog

ETFs
583
New
$542.38 - $646.34 $316K - $377K
583 $316K
SPY
Spdr S&P 500 ETF Trust

ETFs
725
+ 14.28%
$551.42 - $612.93 $400K - $444K
5.8K $3.25M
WELL
Welltower Inc.

Real Estate
1.56K
New
$124.05 - $156.86 $194K - $245K
1.56K $239K
ABT
Abbott Laboratories

Healthcare
1.71K
New
$111.1 - $140.22 $190K - $240K
1.71K $226K
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$258.59 - $327.36 $259 - $327
2.74K $852K
SCHV
Schwab Strategic Tr Us Large C

ETFs
981
+ 0.52%
$25.77 - $27.6 $25.3K - $27.1K
191K $5.08M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
720
+ 6.26%
$75.32 - $84.77 $54.2K - $61K
12.2K $998K
NFLX
Netflix Inc

Communication Services
40
+ 6.38%
$828.4 - $1058.6 $33.1K - $42.3K
667 $621K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 5.29%
$890.62 - $1076.86 $35.6K - $43.1K
796 $752K
T
At&T Inc.

Communication Services
29
+ 0.3%
$21.56 - $28.28 $625 - $820
9.64K $272K
QQQ
Invesco Qqq Trust, Series 1

ETFs
217
+ 18.16%
$468.34 - $539.52 $102K - $117K
1.41K $662K
XLE
Energy Sector Spdr

ETFs
190
+ 7.45%
$85.7 - $93.96 $16.3K - $17.9K
2.74K $256K
NEE
Nextera Energy Inc

Utilities
495
+ 13.39%
$66.96 - $76.16 $33.1K - $37.7K
4.19K $297K
XLU
Utilities Sector Spdr

ETFs
278
+ 9.4%
$74.7 - $80.27 $20.8K - $22.3K
3.24K $255K
PEP
Pepsico Inc

Consumer Defensive
218
+ 10.76%
$142.64 - $156.42 $31.1K - $34.1K
2.24K $336K
JHML
John Hancock Multifactor Large

ETFs
2.36K
+ 3.96%
$66.07 - $73.03 $156K - $172K
62K $4.18M
PG
Procter & Gamble CO

Consumer Defensive
110
+ 7.14%
$158.56 - $176.26 $17.4K - $19.4K
1.65K $281K
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.09%
$58.74 - $64.87 $294 - $324
5.69K $350K
IVE
Ishares S&P 500 Value ETF

ETFs
77
+ 1.28%
$185.78 - $198.58 $14.3K - $15.3K
6.09K $1.16M
MFC
Manulife Financial Corp

Financial Services
16
+ 0.1%
$28.41 - $31.82 $455 - $509
15.9K $495K
OEF
Ishares S&P 100 ETF

ETFs
17
+ 1.23%
N/A
1.4K $371K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.06%
$112.81 - $126.16 $113 - $126
1.75K $213K
JGRO
J P Morgan Exchange Traded Fd
6.34K
+ 43.03%
N/A
21.1K $0
Federated Hermes ETF Trust
14.2K
+ 3.19%
N/A
459K $0
GLW
Corning Inc

Technology
2
+ 0.04%
$44.91 - $54.25 $89.8 - $109
5.14K $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.51K
+ 6.13%
$57.21 - $65.8 $86.5K - $99.5K
26.2K $1.53M
META
Meta Platforms, Inc.

Communication Services
13
+ 1.01%
$576.36 - $736.67 $7.49K - $9.58K
1.3K $747K
NUSC
Nuveen Esg Small Cap ETF

ETFs
993
+ 7.44%
$37.9 - $43.9 $37.6K - $43.6K
14.3K $549K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.09%
$183.02 - $207.75 $183 - $208
1.13K $209K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.16%
$84.5 - $105.05 $1.01K - $1.26K
7.75K $680K
VTI
Vanguard Total Stock Market Et

ETFs
240
+ 3.74%
$271.18 - $303.12 $65.1K - $72.7K
6.65K $1.83M
XLK
Technology Sector Spdr

ETFs
30
+ 1.7%
$206.38 - $242.18 $6.19K - $7.27K
1.8K $371K
IJS
Ishares S&P Smallcap 600 Value

ETFs
14
+ 0.3%
$96.3 - $112.23 $1.35K - $1.57K
4.73K $461K
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.29%
$198.1 - $229.79 $1.78K - $2.07K
3.09K $617K
IVW
Ishares S&P 500 Growth ETF

ETFs
880
+ 4.73%
$92.45 - $106.69 $81.4K - $93.9K
19.5K $1.81M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.38K
+ 2.87%
$23.16 - $27.04 $31.9K - $37.2K
49.4K $1.16M
Activity Summary
Buys All Purchases 63 New Holdings 5 Increased Positions 58 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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