Schneider Downs Wealth Management Advisors, LP Portfolio Holdings

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 2025

Schneider Downs Wealth Management Advisors, LP has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $536 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $59.7M, Spdr Ser Tr Fds Spdr Portfolio with a value of $57.4M, Indexiq Active ETF Tr Iq Macka with a value of $42.2M, Schwab Strategic Tr Us Large C with a value of $39.5M, and Schwab Strategic Tr Us Large C with a value of $33.3M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $517M to 536M.

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

Portfolio value $536 Million
ETFs: $466 Million
Technology: $22.9 Million
Financial Services: $16.5 Million
Industrials: $5.08 Million
Communication Services: $4.03 Million
Consumer Cyclical: $3.33 Million
Energy: $2.28 Million
Healthcare: $2.08 Million
Other: $3.34 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $536 Million
  • Prior Value $517 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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