Schneider Downs Wealth Management Advisors, LP Reduced Holdings in Q2 2025

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-34.8K
- 18.61%
$108.87 - $133.04 $3.79M - $4.63M
152K $20.2M
MUB
Ishares National Muni Bond ETF

ETFs
-12.3K
- 4.16%
$102.31 - $105.8 $1.26M - $1.31M
284K $29.7M
AAPL
Apple Inc.

Technology
-1.73K
- 5.96%
$172.42 - $223.89 $298K - $386K
27.2K $5.59M
GTO
Invesco Actively Managed ETF T

ETFs
-9.73K
- 50.9%
$45.73 - $47.2 $445K - $459K
9.39K $440K
RELY
Remitly Global, Inc.

Technology
-4.49K
- 6.67%
$18.65 - $24.49 $83.7K - $110K
62.8K $1.18M
XOM
Exxon Mobil Corp

Energy
-3
- 0.02%
$99.93 - $119.04 $300 - $357
16.1K $1.73M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-4.61K
- 32.14%
$33.38 - $40.81 $154K - $188K
9.74K $396K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.65K
- 13.96%
$51.16 - $62.02 $187K - $227K
22.5K $1.4M
CBZ
Cbiz, Inc.

Industrials
-274
- 1.16%
$66.19 - $79.64 $18.1K - $21.8K
23.4K $1.68M
FHI
Federated Hermes, Inc.

Financial Services
-9.68K
- 10.82%
$35.85 - $44.32 $347K - $429K
79.8K $3.54M
AMGN
Amgen Inc

Healthcare
-36
- 1.32%
$262.28 - $309.85 $9.44K - $11.2K
2.7K $753K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.09K
- 23.08%
$30.87 - $39.17 $126K - $160K
13.6K $533K
JNJ
Johnson & Johnson

Healthcare
-282
- 10.73%
$146.36 - $159.82 $41.3K - $45.1K
2.35K $358K
PEP
Pepsico Inc

Consumer Defensive
-236
- 10.52%
$128.02 - $151.37 $30.2K - $35.7K
2.01K $265K
MRK
Merck & Co., Inc.

Healthcare
-438
- 14.6%
$73.47 - $87.12 $32.2K - $38.2K
2.56K $202K
VNQ
Vanguard Specialized Funds Van

ETFs
-522
- 4.33%
$79.79 - $91.42 $41.7K - $47.7K
11.5K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
-90
- 4.74%
$285.55 - $321.23 $25.7K - $28.9K
1.81K $528K
ABBV
Abb Vie Inc.

Healthcare
-133
- 9.33%
$170.16 - $206.27 $22.6K - $27.4K
1.29K $240K
VNLA
Janus Henderson Short Duration

ETFs
-1.44K
- 0.28%
$48.74 - $49.2 $70.1K - $70.7K
513K $25.3M
NVDA
Nvidia Corp

Technology
-2.71K
- 35.0%
$94.31 - $157.99 $255K - $428K
5.03K $794K
PG
Procter & Gamble CO

Consumer Defensive
-144
- 8.73%
$157.66 - $172.39 $22.7K - $24.8K
1.51K $239K
V
Visa Inc.

Financial Services
-142
- 5.17%
$308.27 - $373.31 $43.8K - $53K
2.61K $925K
COST
Costco Wholesale Corp

Consumer Defensive
-52
- 6.53%
$908.13 - $1056.85 $47.2K - $55K
744 $736K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-648
- 2.48%
$22.68 - $23.28 $14.7K - $15.1K
25.4K $591K
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 4.44%
$335.24 - $380.78 $12.4K - $14.1K
797 $292K
WELL
Welltower Inc.

Real Estate
-75
- 4.8%
$136.49 - $155.22 $10.2K - $11.6K
1.49K $228K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-61
- 1.94%
$96.84 - $99.46 $5.91K - $6.07K
3.08K $305K
JGRO
J P Morgan Exchange Traded Fd
-1.21K
- 5.72%
N/A
19.9K $0
Federated Hermes ETF Trust
-50.7K
- 11.05%
N/A
408K $0
ABT
Abbott Laboratories

Healthcare
-22
- 1.29%
$123.95 - $138.08 $2.73K - $3.04K
1.69K $229K
MFC
Manulife Financial Corp

Financial Services
-70
- 0.44%
$26.93 - $32.44 $1.89K - $2.27K
15.8K $506K
RTX
Raytheon Technologies Corp

Industrials
-165
- 6.25%
$113.75 - $148.48 $18.8K - $24.5K
2.47K $361K
GOOGL
Alphabet Inc.

Communication Services
-948
- 11.12%
$144.7 - $178.6 $137K - $169K
7.57K $1.33M
BK
Bank Of New York Mellon Corp

Financial Services
-67
- 1.98%
$73.31 - $91.62 $4.91K - $6.14K
3.31K $301K
CSCO
Cisco Systems, Inc.

Technology
-311
- 5.47%
$53.19 - $69.38 $16.5K - $21.6K
5.37K $372K
AMZN
Amazon Com Inc

Consumer Cyclical
-719
- 11.39%
$167.32 - $223.3 $120K - $161K
5.59K $1.23M
LBRDK
Liberty Broadband Corp

Communication Services
-9
- 0.33%
$73.65 - $101.29 $663 - $912
2.7K $265K
GLD
Spdr Gold Trust

ETFs
-247
- 3.58%
$273.71 - $316.29 $67.6K - $78.1K
6.64K $2.03M
WMT
Walmart Inc.

Consumer Defensive
-231
- 2.98%
$81.79 - $99.98 $18.9K - $23.1K
7.52K $735K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.38K
- 2.79%
$20.42 - $25.3 $28.1K - $34.8K
48K $1.21M
IBM
International Business Machines Corp

Technology
-53
- 3.28%
$221.03 - $294.78 $11.7K - $15.6K
1.56K $460K
META
Meta Platforms, Inc.

Communication Services
-161
- 12.41%
$484.66 - $738.09 $78K - $119K
1.14K $838K
GOOG
Alphabet Inc.

Communication Services
-120
- 2.23%
$146.58 - $180.01 $17.6K - $21.6K
5.27K $934K
ANSS
Ansys Inc

Technology
-8
- 0.17%
$284.19 - $351.22 $2.27K - $2.81K
4.71K $1.65M
NFLX
Netflix Inc

Communication Services
-54
- 8.1%
$855.86 - $1339.13 $46.2K - $72.3K
613 $820K
JPM
Jpmorgan Chase & CO

Financial Services
-191
- 2.87%
$210.28 - $289.91 $40.2K - $55.4K
6.47K $1.88M
IVV
Ishares Core S&P 500 ETF

ETFs
-110
- 1.94%
$498.8 - $620.9 $54.9K - $68.3K
5.56K $3.45M
IWR
Ishares Russell Mid Cap ETF

ETFs
-240
- 0.32%
$74.88 - $91.97 $18K - $22.1K
75.1K $6.91M
PRCH
Porch Group, Inc.

Technology
-6.59K
- 2.33%
$4.66 - $11.94 $30.7K - $78.7K
277K $3.26M
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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