Schneider Downs Wealth Management Advisors, LP Sells in Q4 2024

Schneider Downs Wealth Management Advisors, LP

  • $517 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FMNB
Farmers National Banc Corp

Financial Services
-77.9K
- 45.63%
$13.69 - $15.98 $1.07M - $1.24M
92.8K $1.32M
IEMG
Ishares Inc

ETFs
-6.96K
- 2.51%
N/A
271K $14.5M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-12.8K
- 22.57%
$24.61 - $25.12 $315K - $321K
43.9K $1.08M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.4K
- 2.46%
$26.63 - $30.23 $63.9K - $72.6K
95K $2.53M
MSFT
Microsoft Corp

Technology
-173
- 0.74%
$406.35 - $454.46 $70.3K - $78.6K
23.2K $9.77M
XLE
Energy Sector Spdr

ETFs
-2.17K
- 45.96%
$83.32 - $97.27 $181K - $211K
2.55K $218K
PCAR
Paccar Inc

Industrials
-2.38K
- 24.01%
$97.92 - $118.41 $233K - $281K
7.52K $781K
AMGN
Amgen Inc

Healthcare
-37
- 1.33%
$258.78 - $328.31 $9.57K - $12.1K
2.74K $712K
XOM
Exxon Mobil Corp

Energy
-82
- 0.5%
$105.51 - $125.37 $8.65K - $10.3K
16.2K $1.74M
GTO
Invesco Actively Managed ETF T

ETFs
-1K
- 2.72%
$46.33 - $48.41 $46.4K - $48.5K
35.9K $1.66M
XLU
Utilities Sector Spdr

ETFs
-1.15K
- 27.91%
$74.89 - $82.93 $85.7K - $95K
2.96K $223K
UBER
Uber Technologies, Inc

Technology
-5
- 0.08%
$59.93 - $86.34 $300 - $432
6.48K $390K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.46K
- 14.05%
$95.27 - $107.82 $139K - $158K
8.94K $923K
FHI
Federated Hermes, Inc.

Financial Services
-11.5K
- 12.6%
$36.01 - $43.31 $412K - $496K
79.5K $3.27M
JNJ
Johnson & Johnson

Healthcare
-95
- 2.96%
$143.34 - $165.86 $13.6K - $15.8K
3.11K $449K
IWR
Ishares Russell Mid Cap ETF

ETFs
-996
- 1.3%
$87.25 - $95.52 $86.9K - $95.1K
75.4K $6.66M
VIG
Vanguard Dividend Appreciation

ETFs
-373
- 14.71%
N/A
2.16K $393K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-473
- 3.05%
$30.42 - $36.45 $14.4K - $17.2K
15.1K $478K
MRK
Merck & Co., Inc.

Healthcare
-67
- 1.88%
$96.31 - $114.76 $6.45K - $7.69K
3.49K $347K
EEM
Ishares Msci Emerging Markets

ETFs
-426
- 5.1%
$41.82 - $47.36 $17.8K - $20.2K
7.92K $331K
PG
Procter & Gamble CO

Consumer Defensive
-172
- 10.05%
$161.05 - $179.7 $27.7K - $30.9K
1.54K $258K
VB
Vanguard Small Cap ETF

ETFs
-179
- 7.2%
$233.76 - $261.58 $41.8K - $46.8K
2.31K $554K
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 4.03%
$385.02 - $431.37 $13.5K - $15.1K
834 $324K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-224
- 2.74%
$86.65 - $94.9 $19.4K - $21.3K
7.94K $689K
VT
Vanguard Total World Stk Index

ETFs
-146
- 6.32%
$117.09 - $123.07 $17.1K - $18K
2.17K $254K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-76
- 2.33%
$96.64 - $101.23 $7.34K - $7.69K
3.19K $309K
VBR
Vanguard Small Cap Value ETF

ETFs
-94
- 7.7%
$197.36 - $217.3 $18.6K - $20.4K
1.13K $223K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-249
- 6.83%
$78.43 - $87.17 $19.5K - $21.7K
3.4K $272K
IWM
Ishares Russell 2000 ETF

ETFs
-40
- 1.28%
$216.13 - $242.4 $8.65K - $9.7K
3.08K $681K
BK
Bank Of New York Mellon Corp

Financial Services
-247
- 6.81%
$70.82 - $81.87 $17.5K - $20.2K
3.38K $259K
Brookfield Asset Managmt LTD
-1.18K
- 14.16%
N/A
7.15K $0
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 2.45%
$873.59 - $994.69 $16.6K - $18.9K
756 $692K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-310
- 3.01%
$4.34 - $10.57 $1.35K - $3.28K
10K $87K
WMT
Walmart Inc.

Consumer Defensive
-396
- 4.87%
$79.1 - $95.7 $31.3K - $37.9K
7.74K $699K
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.35%
$570.51 - $610.59 $11.4K - $12.2K
5.7K $3.36M
NFLX
Netflix Inc

Communication Services
-50
- 7.39%
$687.65 - $936.56 $34.4K - $46.8K
627 $558K
AMZN
Amazon Com Inc

Consumer Cyclical
-134
- 2.22%
$180.88 - $232.93 $24.2K - $31.2K
5.89K $1.29M
AAPL
Apple Inc.

Technology
-677
- 2.29%
$221.69 - $259.02 $150K - $175K
28.8K $7.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-380
- 0.9%
$370.24 - $418.94 $141K - $159K
41.8K $16.8M
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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