Schneider Downs Wealth Management Advisors, LP Closed Holding Positions

Schneider Downs Wealth Management Advisors, LP

  • $478 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PLD
Prologis, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
2,163
$108.43 - $173.01 $235K - $374K
ROK
Rockwell Automation, Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
887
$191.09 - $284.48 $169K - $252K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
1,781
$69.84 - $121.86 $124K - $217K
Tristate Cap Hldgs Inc
Q2 2022 Filed on Jul 13, 2022
59,445
N/A
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
187
$628.16 - $1145.45 $117K - $214K
IYW
Ishares Dj Us Tech ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
2,000
$77.53 - $105.04 $155K - $210K
USB
Us Bancorp \De\

Financial Services
Q2 2022 Filed on Jul 13, 2022
3,969
$45.41 - $53.07 $180K - $211K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
1,093
$139.3 - $249.32 $152K - $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Jul 13, 2022
4,879
$40.48 - $47.83 $198K - $233K
IIVI
Ii Vi Inc

Technology
Q2 2022 Filed on Jul 13, 2022
3,333
$50.95 - $71.88 $170K - $240K
AMAT
Applied Materials Inc

Technology
Q2 2022 Filed on Jul 13, 2022
1,980
$89.59 - $129.44 $177K - $256K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 02, 2022
951
$156.73 - $233.51 $149K - $222K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
2,207
$85.12 - $113.16 $188K - $250K
F
Ford Motor CO

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
12,721
$15.74 - $25.19 $200K - $320K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 02, 2022
4,382
$95.6 - $107.05 $419K - $469K
SPGI
S&P Global Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
605
$373.37 - $461.1 $226K - $279K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
359
$549.77 - $688.37 $197K - $247K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
Q4 2021 Filed on Jan 31, 2022
48,497
$5.36 - $7.06 $260K - $342K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2021 Filed on Jan 31, 2022
1,581
$125.34 - $141.49 $198K - $224K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Jan 31, 2022
2,018
$99.53 - $127.75 $201K - $258K
CRM
Salesforce, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
761
$247.21 - $309.96 $188K - $236K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2021 Filed on Jan 31, 2022
4,422
$50.83 - $51.21 $225K - $226K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2021 Filed on Oct 14, 2021
7,000
$49.4 - $49.69 $346K - $348K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Oct 14, 2021
1,506
$118.69 - $138.49 $179K - $209K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2021 Filed on Jul 20, 2021
3,296
$82.08 - $82.43 $271K - $272K
TFX
Teleflex Inc

Healthcare
Q2 2021 Filed on Jul 20, 2021
493
$385.96 - $443.85 $190K - $219K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2020 Filed on Jan 21, 2021
5,715
$61.66 - $67.88 $352K - $388K
ROKU
Roku, Inc

Communication Services
Q4 2020 Filed on Jan 21, 2021
1,700
$200.0 - $360.56 $340K - $613K
QDF
Flexshares Quality Dividend In

ETFs
Q4 2020 Filed on Jan 21, 2021
7,300
$43.38 - $49.48 $317K - $361K
IQDF
Flexshares International Quali

ETFs
Q4 2020 Filed on Jan 21, 2021
18,400
$20.11 - $24.27 $370K - $447K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2020 Filed on Jan 21, 2021
7,028
$29.7 - $37.47 $209K - $263K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2020 Filed on Oct 14, 2020
8,952
$32.11 - $36.44 $287K - $326K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q2 2020 Filed on Jul 15, 2020
2,730
$135.3 - $179.75 $369K - $491K
EFV
Msci Eafe Value ETF

ETFs
Q2 2020 Filed on Jul 15, 2020
21,335
$33.95 - $43.67 $724K - $932K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2020 Filed on Jul 15, 2020
2,310
$101.08 - $131.0 $233K - $303K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2020 Filed on Jul 15, 2020
4,900
$67.79 - $86.78 $332K - $425K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2020 Filed on Jul 15, 2020
5,799
$74.44 - $109.12 $432K - $633K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2020 Filed on Apr 21, 2020
30,306
$15.07 - $19.34 $457K - $586K
C
Citigroup Inc

Financial Services
Q1 2020 Filed on Apr 21, 2020
4,750
$35.39 - $81.91 $168K - $389K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on Apr 21, 2020
13,021
$10.55 - $20.53 $137K - $267K
AIG
American International Group, Inc.

Financial Services
Q1 2020 Filed on Apr 21, 2020
4,400
$18.78 - $54.47 $82.6K - $240K
TAST
Carrols Restaurant Group, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
15,800
$1.07 - $7.09 $16.9K - $112K
Invesco Exchng Traded Fd Tr
Q4 2019 Filed on Jan 23, 2020
11,495
N/A
Sanofi
Q3 2019 Filed on Nov 05, 2019
25,000
N/A
AGFS
Agro Fresh Solutions, Inc.

Consumer Defensive
Q1 2019 Filed on May 01, 2019
24,000
$3.12 - $4.96 $74.9K - $119K
Pacific Mercantile Bancorp
Q1 2019 Filed on May 01, 2019
12,026
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2019 Filed on May 01, 2019
4,983
$45.48 - $52.64 $227K - $262K
SFE
Safeguard Scientifics Inc

Financial Services
Q1 2019 Filed on May 01, 2019
14,902
$8.5 - $11.2 $127K - $167K
Aetna Inc New
Q4 2018 Filed on Jan 31, 2019
1,470
N/A
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