Schneider Downs Wealth Management Advisors, LP Sells in Q3 2025

Schneider Downs Wealth Management Advisors, LP

  • $815 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-254K
- 69.59%
$22.83 - $23.85 $5.8M - $6.05M
111K $2.64M
MSFT
Microsoft Corp

Technology
-11.5K
- 51.67%
$491.09 - $535.64 $5.65M - $6.16M
10.8K $5.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-24.6K
- 28.83%
$87.29 - $93.61 $2.15M - $2.3M
60.7K $5.67M
ETN
Eaton Corp PLC

Industrials
-3.75K
- 67.41%
$342.99 - $392.76 $1.29M - $1.47M
1.82K $679K
VEA
Vanguard Ftse Developed Market

ETFs
-28.7K
- 11.58%
$56.02 - $60.3 $1.61M - $1.73M
219K $13.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-143K
- 9.21%
$24.46 - $26.5 $3.49M - $3.78M
1.41M $37.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12.7K
- 7.7%
$48.5 - $50.19 $615K - $636K
152K $7.61M
CBZ
Cbiz, Inc.

Industrials
-154
- 0.66%
$51.19 - $77.81 $7.88K - $12K
23.2K $1.23M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.49K
- 69.5%
$284.45 - $324.95 $424K - $484K
654 $209K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-17.3K
- 21.88%
$30.13 - $33.37 $521K - $577K
61.8K $2.06M
NFLX
Netflix Inc

Communication Services
-17
- 2.77%
$1147.87 - $1297.18 $19.5K - $22.1K
596 $714K
OEF
Ishares S&P 100 ETF

ETFs
-187
- 13.38%
N/A
1.21K $322K
FV
First Trust Dorsey Wright Focu

ETFs
-651
- 16.6%
$59.23 - $62.14 $38.6K - $40.5K
3.27K $202K
IBM
International Business Machines Corp

Technology
-3
- 0.19%
$234.77 - $292.47 $704 - $877
1.56K $439K
MCD
Mcdonalds Corp

Consumer Cyclical
-78
- 4.31%
$291.67 - $316.99 $22.8K - $24.7K
1.73K $525K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-261
- 1.03%
$22.9 - $23.58 $5.98K - $6.15K
25.2K $591K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-42
- 2.64%
$546.99 - $602.2 $23K - $25.3K
1.55K $931K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-88
- 0.39%
$62.09 - $66.51 $5.46K - $5.85K
22.4K $1.46M
IWM
Ishares Russell 2000 ETF

ETFs
-38
- 1.21%
$214.92 - $244.84 $8.17K - $9.3K
3.09K $748K
VB
Vanguard Small Cap ETF

ETFs
-261
- 3.17%
$237.58 - $259.17 $62K - $67.6K
7.97K $2.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.85K
- 1.49%
$21.69 - $23.34 $40.1K - $43.1K
122K $2.84M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-755
- 1.57%
$25.29 - $28.33 $19.1K - $21.4K
47.2K $1.32M
IVE
Ishares S&P 500 Value ETF

ETFs
-77
- 0.7%
$194.44 - $206.51 $15K - $15.9K
10.9K $2.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-184
- 3.31%
$620.67 - $670.08 $114K - $123K
5.37K $3.59M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-309
- 0.88%
$72.65 - $78.68 $22.4K - $24.3K
34.8K $2.73M
JHML
John Hancock Multifactor Large

ETFs
-876
- 1.35%
$73.53 - $78.37 $64.4K - $68.7K
64.1K $5.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
-96
- 0.37%
$108.97 - $121.65 $10.5K - $11.7K
26K $3.14M
GLD
Spdr Gold Trust

ETFs
-73
- 1.1%
$300.96 - $355.47 $22K - $25.9K
6.57K $2.34M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.55K
- 0.86%
$27.61 - $29.15 $70.4K - $74.3K
293K $8.54M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.3K
- 7.4%
$420.11 - $472.68 $1.39M - $1.56M
41.3K $19.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-111
- 0.96%
$617.65 - $666.84 $68.6K - $74K
11.4K $7.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.91K
- 1.1%
$28.15 - $30.13 $138K - $148K
441K $13.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-704
- 0.69%
$108.46 - $120.63 $76.4K - $84.9K
101K $12M
PRCH
Porch Group, Inc.

Technology
-1.87K
- 0.67%
$11.85 - $19.04 $22.1K - $35.5K
275K $4.62M
VO
Vanguard Mid Cap ETF

ETFs
-1.44K
- 0.6%
$279.83 - $293.74 $402K - $422K
238K $70M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-36.8K
- 2.24%
$28.92 - $32.19 $1.06M - $1.19M
1.6M $51.2M
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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