Schneider Downs Wealth Management Advisors, LP Purchases in Q4 2024

Schneider Downs Wealth Management Advisors, LP

  • $517 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
18.8K
+ 9.48%
$261.5 - $284.63 $4.92M - $5.36M
217K $57.4M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
206K
+ 235.14%
$23.79 - $24.6 $4.91M - $5.08M
294K $7.02M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
35K
+ 27.29%
$134.53 - $150.65 $4.7M - $5.27M
163K $22.1M
VNLA
Janus Henderson Short Duration

ETFs
75K
+ 24.84%
$48.82 - $49.11 $3.66M - $3.68M
377K $18.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
71.1K
+ 178.85%
$49.79 - $51.14 $3.54M - $3.63M
111K $5.55M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.15M
+ 304.86%
$25.93 - $105.3 $29.8M - $121M
1.53M $42.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.02M
+ 214.58%
$22.4 - $68.28 $22.9M - $69.7M
1.5M $34.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.1K
+ 20.14%
$113.92 - $127.38 $1.6M - $1.79M
83.9K $9.67M
JPIE
J P Morgan Exchange Traded Fd
32.7K
+ 22.29%
$45.59 - $46.25 $1.49M - $1.51M
180K $8.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.77K
+ 156.46%
$178.39 - $215.0 $1.21M - $1.45M
11.1K $2.14M
IEFA
Ishares Tr

ETFs
16.7K
+ 272.16%
$70.06 - $77.43 $1.17M - $1.29M
22.8K $1.6M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
81K
+ 5.62%
$23.99 - $24.55 $1.94M - $1.99M
1.52M $36.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.41K
+ 7.75%
$521.84 - $558.82 $736K - $788K
19.6K $10.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
203K
+ 239.58%
$27.54 - $83.04 $5.6M - $16.9M
288K $7.98M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.8K
+ 17.66%
$44.87 - $46.86 $1.16M - $1.21M
172K $7.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.2K
+ 83.36%
$61.68 - $67.87 $692K - $761K
24.7K $1.54M
SCHV
Schwab Strategic Tr Us Large C

ETFs
135K
+ 246.49%
$25.79 - $80.4 $3.49M - $10.9M
190K $4.96M
IYE
Ishares Tr

ETFs
11K
New
$43.93 - $51.37 $482K - $563K
11K $499K
SPY
Spdr S&P 500 ETF Trust

ETFs
699
+ 15.96%
$567.81 - $607.81 $397K - $425K
5.08K $2.98M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
19.2K
+ 179.19%
$22.65 - $23.8 $434K - $456K
29.9K $678K
JHML
John Hancock Multifactor Large

ETFs
5.9K
+ 10.98%
$68.78 - $73.44 $406K - $433K
59.7K $4.15M
NUSC
Nuveen Esg Small Cap ETF

ETFs
8.55K
+ 177.94%
$41.74 - $46.2 $357K - $395K
13.4K $559K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.5K
+ 15.49%
$47.29 - $84.74 $70.9K - $127K
11.2K $833K
X
United States Steel Corp

Basic Materials
7.36K
New
$30.14 - $42.31 $222K - $311K
7.36K $250K
MA
Mastercard Inc

Financial Services
387
New
$491.3 - $536.15 $190K - $207K
387 $203K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
713
+ 2.16%
$66.77 - $71.52 $47.6K - $51K
33.7K $2.32M
VTI
Vanguard Total Stock Market Et

ETFs
166
+ 2.66%
$280.04 - $302.45 $46.5K - $50.2K
6.41K $1.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
67
+ 5.94%
$481.22 - $538.17 $32.2K - $36.1K
1.2K $610K
OEF
Ishares S&P 100 ETF

ETFs
225
+ 19.46%
N/A
1.38K $367K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.14%
$264.18 - $304.19 $793 - $913
2.09K $584K
IJS
Ishares S&P Smallcap 600 Value

ETFs
19
+ 0.4%
$104.59 - $118.05 $1.99K - $2.24K
4.72K $512K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.03%
$57.47 - $62.82 $57.5 - $62.8
3.92K $231K
JGRO
J P Morgan Exchange Traded Fd
4.07K
+ 38.23%
N/A
14.7K $0
Federated Hermes ETF Trust
232K
+ 108.84%
N/A
445K $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.06K
+ 10.11%
$75.65 - $83.47 $80K - $88.2K
11.5K $876K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.06K
+ 6.36%
$33.39 - $37.66 $35.4K - $39.9K
17.7K $591K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.8K
+ 96.28%
$22.63 - $47.53 $290K - $608K
26.1K $592K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.9K
+ 91.3%
$25.33 - $51.16 $580K - $1.17M
48K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
53
+ 0.41%
$87.85 - $98.6 $4.66K - $5.23K
13.1K $1.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
61.9K
+ 98.46%
$18.41 - $40.87 $1.14M - $2.53M
125K $2.31M
VEA
Vanguard Ftse Developed Market

ETFs
9.87K
+ 6.13%
$47.57 - $52.44 $469K - $517K
171K $8.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.27K
+ 1.45%
$75.1 - $82.99 $95.1K - $105K
88.6K $6.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109K
+ 8.05%
$34.13 - $37.35 $3.73M - $4.08M
1.47M $50.1M
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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