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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$298,000 0.06% of portfolio
1,426
Q1 2025 Reduced 4.55%
$0
$310,000 0.06% of portfolio
3,139
Q1 2025 Reduced 1.57%
$182B
$336,000 0.06% of portfolio
2,244
Q1 2025 Added 10.76%
$0
$316,000 0.06% of portfolio
583
Q1 2025 New
$377B
$305,000 0.06% of portfolio
834
Q4 2024 Reduced 4.03%
$143B
$297,000 0.06% of portfolio
4,192
Q1 2025 Added 13.39%
$2.41B
$328,000 0.06% of portfolio
8,200
Q3 2024 New
$0
$261,000 0.05% of portfolio
3,395
Q4 2024 Reduced 6.83%
$203B
$272,000 0.05% of portfolio
9,641
Q1 2025 Added 0.3%
$12.6B
$294,000 0.05% of portfolio
6,961
Q1 2025 Reduced 5.43%
$31.6B
$287,000 0.05% of portfolio
1,016
Q1 2025 Added 0.1%
$0
$270,000 0.05% of portfolio
1,105
Q1 2023 New
$0
$251,000 0.05% of portfolio
2,165
Q4 2024 Reduced 6.32%
$0
$277,000 0.05% of portfolio
3,356
Q3 2024 Reduced 8.75%
$72.7B
$283,000 0.05% of portfolio
3,379
Q4 2024 Reduced 6.81%
$0
$245,000 0.05% of portfolio
3,207
Q4 2022 Reduced 65.78%
$206B
$269,000 0.05% of portfolio
2,999
Q1 2025 Reduced 14.14%
$33B
$293,000 0.05% of portfolio
3,016
Q1 2025 Reduced 59.87%
$386B
$281,000 0.05% of portfolio
1,650
Q1 2025 Added 7.14%
$0
$256,000 0.05% of portfolio
2,742
Q1 2025 Added 7.45%
$69.9B
$239,000 0.04% of portfolio
1,562
Q1 2025 New
$23.8B
$239,000 0.04% of portfolio
33
Q3 2024 New
$562B
$212,000 0.04% of portfolio
387
Q4 2024 New
$0
$209,000 0.04% of portfolio
1,127
Q1 2025 Added 0.09%
$13.9B
$196,000 0.04% of portfolio
11,000
Q3 2024 New
$42.8B
$235,000 0.04% of portfolio
5,140
Q1 2025 Added 0.04%
$146B
$213,000 0.04% of portfolio
1,753
Q1 2025 Added 0.06%
$0
$211,000 0.04% of portfolio
1,315
Q3 2024 New
$12.3B
$230,000 0.04% of portfolio
2,706
Q3 2024 New
$0
$211,000 0.04% of portfolio
821
Q3 2024 Reduced 0.97%
$235B
$226,000 0.04% of portfolio
1,710
Q1 2025 New
$0
$215,000 0.04% of portfolio
3,920
Q4 2024 Added 0.03%
$1.94B
$95,000 0.02% of portfolio
12,500
Q4 2023 New
$2.39B
$63,000 0.01% of portfolio
10,000
Q4 2024 Reduced 3.01%
$56.6M
$12,000 0.0% of portfolio
23,820
Q4 2023 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 43.03%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q4 2022 New
Federated Hermes ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.19%
-
$0 0.0% of portfolio
-
Q4 2023 New
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 14.16%

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
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email