Schneider Downs Wealth Management Advisors, LP Portfolio Holdings
Schneider Downs Wealth Management Advisors, LP
- $517 Million
- Q4 2024
Schneider Downs Wealth Management Advisors, LP has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $517 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $57.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $50.1M, Schwab Strategic Tr Us Large C with a value of $42.5M, Indexiq Active ETF Tr Iq Macka with a value of $36.5M, and Schwab Strategic Tr Us Large C with a value of $34.7M.
Examining the 13F form we can see an increase of $38.7M in the current position value, from $478M to 517M.
Below you can find more details about Schneider Downs Wealth Management Advisors, LP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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