Schneider Downs Wealth Management Advisors, LP Sells in Q1 2025

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-50.3K
- 18.59%
N/A
220K $11.8M
MSFT
Microsoft Corp

Technology
-286
- 1.23%
$375.39 - $447.2 $107K - $128K
22.9K $8.59M
FMNB
Farmers National Banc Corp

Financial Services
-55.7K
- 60.03%
$12.8 - $14.51 $713K - $808K
37.1K $483K
GTO
Invesco Actively Managed ETF T

ETFs
-16.8K
- 46.73%
$45.9 - $47.37 $770K - $794K
19.1K $896K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-29.7K
- 31.22%
$25.81 - $28.52 $765K - $846K
65.3K $1.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.7K
- 9.63%
$49.25 - $50.66 $526K - $541K
100K $4.97M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-20.7K
- 7.04%
$23.43 - $24.23 $485K - $502K
274K $6.46M
PCAR
Paccar Inc

Industrials
-4.5K
- 59.87%
$96.91 - $112.51 $436K - $506K
3.02K $293K
RELY
Remitly Global, Inc.

Technology
-6.59K
- 8.91%
$19.49 - $27.14 $128K - $179K
67.3K $1.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-716
- 3.17%
$101.98 - $115.66 $73K - $82.8K
21.9K $2.24M
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 0.65%
$554.06 - $615.85 $20.5K - $22.8K
5.67K $3.18M
IEFA
Ishares Tr

ETFs
-3.71K
- 16.27%
$69.57 - $78.65 $258K - $292K
19.1K $1.44M
EFG
Msci Eafe Growth ETF

ETFs
-1.1K
- 15.75%
$96.1 - $106.37 $106K - $117K
5.88K $588K
MRK
Merck & Co., Inc.

Healthcare
-494
- 14.14%
$83.01 - $101.02 $41K - $49.9K
3K $269K
VNQ
Vanguard Specialized Funds Van

ETFs
-993
- 7.61%
$85.55 - $94.34 $85K - $93.7K
12.1K $1.09M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.21K
- 2.74%
$24.6 - $24.99 $29.6K - $30.1K
42.7K $1.07M
VIG
Vanguard Dividend Appreciation

ETFs
-102
- 4.72%
N/A
2.06K $375K
V
Visa Inc.

Financial Services
-353
- 11.38%
$306.92 - $362.71 $108K - $128K
2.75K $963K
JNJ
Johnson & Johnson

Healthcare
-484
- 15.56%
$142.06 - $167.7 $68.8K - $81.2K
2.63K $435K
JPM
Jpmorgan Chase & CO

Financial Services
-202
- 2.94%
$225.19 - $279.95 $45.5K - $56.5K
6.66K $1.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-50
- 1.57%
$95.85 - $99.25 $4.79K - $4.96K
3.14K $310K
ABBV
Abb Vie Inc.

Healthcare
-68
- 4.55%
$169.2 - $216.66 $11.5K - $14.7K
1.43K $298K
X
United States Steel Corp

Basic Materials
-400
- 5.43%
$30.47 - $43.0 $12.2K - $17.2K
6.96K $294K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.78%
$442.66 - $534.52 $3.98K - $4.81K
1.14K $607K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-892
- 0.72%
$18.36 - $20.51 $16.4K - $18.3K
124K $2.45M
XOM
Exxon Mobil Corp

Energy
-146
- 0.9%
$105.44 - $118.93 $15.4K - $17.4K
16.1K $1.91M
GLD
Spdr Gold Trust

ETFs
-357
- 4.93%
$243.19 - $288.14 $86.8K - $103K
6.89K $1.99M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.44K
- 3.88%
$74.85 - $84.89 $257K - $292K
85.2K $6.96M
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
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