Schneider Downs Wealth Management Advisors, LP Portfolio Holdings

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 2025

Schneider Downs Wealth Management Advisors, LP has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $649 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $68M, Vanguard Mid Cap ETF with a value of $67.1M, Schwab Strategic Tr Us Large C with a value of $47.9M, Indexiq Active ETF Tr Iq Macka with a value of $43.8M, and Schwab Strategic Tr Us Large C with a value of $37.9M.

Examining the 13F form we can see an increase of $113M in the current position value, from $536M to 649M.

Below you can find more details about Schneider Downs Wealth Management Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $649 Million
ETFs: $572 Million
Technology: $26 Million
Financial Services: $16.2 Million
Industrials: $4.62 Million
Communication Services: $4.19 Million
Consumer Cyclical: $4 Million
Consumer Defensive: $2.52 Million
Healthcare: $1.78 Million
Other: $2.93 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.65B
$3.54 Million 0.54% of portfolio
79,821
Q2 2025 Reduced 10.82%
$3.24B
$1.68 Million 0.26% of portfolio
23,369
Q2 2025 Reduced 1.16%
$3.26B
$1.18 Million 0.18% of portfolio
62,848
Q2 2025 Reduced 6.67%
$2.41B
$328,000 0.05% of portfolio
8,200
Q3 2024 New
$8.04B
$265,000 0.04% of portfolio
2,697
Q2 2025 Reduced 0.33%
$2.55B
$69,000 0.01% of portfolio
10,000
Q4 2024 Reduced 3.01%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $649 Million
  • Prior Value $536 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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