Schneider Downs Wealth Management Advisors, LP Portfolio Holdings

Schneider Downs Wealth Management Advisors, LP

  • $815 Million
  • Q3 2025

Schneider Downs Wealth Management Advisors, LP has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $815 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Federated Hermes, Inc. with a value of $138M, Spdr Ser Tr Fds Spdr Portfolio with a value of $73.8M, Vanguard Mid Cap ETF with a value of $70M, Indexiq Active ETF Tr Iq Macka with a value of $54.5M, and Schwab Strategic Tr Us Large C with a value of $51.2M.

Examining the 13F form we can see an increase of $166M in the current position value, from $649M to 815M.

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

Portfolio value $815 Million
ETFs: $602 Million
Financial Services: $153 Million
Technology: $22.8 Million
Communication Services: $4.98 Million
Consumer Cyclical: $4.49 Million
Industrials: $3.07 Million
Consumer Defensive: $2.69 Million
Healthcare: $2.08 Million
Other: $3.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.38B
$138 Million 16.92% of portfolio
2,657,263
Q3 2025 Added 3,229.03%
$0
$73.8 Million 9.05% of portfolio
1,725,265
Q3 2025 Added 2.76%
$0
$70 Million 8.58% of portfolio
238,178
Q3 2025 Reduced 0.6%
$0
$54.5 Million 6.68% of portfolio
2,242,166
Q3 2025 Added 21.97%
$0
$51.2 Million 6.28% of portfolio
1,603,876
Q3 2025 Reduced 2.24%
$0
$37.1 Million 4.55% of portfolio
1,407,417
Q3 2025 Reduced 9.21%
$0
$33.4 Million 4.09% of portfolio
313,542
Q3 2025 Added 10.31%
$0
$32.1 Million 3.94% of portfolio
598,279
Q3 2025 Added 3.34%
$0
$26.3 Million 3.22% of portfolio
532,894
Q3 2025 Added 3.79%
$0
$22.3 Million 2.73% of portfolio
157,583
Q3 2025 Added 3.56%
$0
$19.4 Million 2.37% of portfolio
41,333
Q3 2025 Reduced 7.4%
$0
$17 Million 2.08% of portfolio
365,251
Q3 2025 Added 9.97%
$0
$14 Million 1.71% of portfolio
301,703
Q3 2025 Added 15.64%
$0
$13.1 Million 1.61% of portfolio
219,170
Q3 2025 Reduced 11.58%
$0
$13.1 Million 1.6% of portfolio
441,180
Q3 2025 Reduced 1.1%
$0
$12.7 Million 1.56% of portfolio
20,761
Q3 2025 Added 0.28%
$0
$9.83 Million 1.21% of portfolio
33,021
Q3 2025 Added 1.34%
$0
$8.54 Million 1.05% of portfolio
293,421
Q3 2025 Reduced 0.86%
$0
$7.62 Million 0.93% of portfolio
11,441
Q3 2025 Reduced 0.96%
$0
$7.61 Million 0.93% of portfolio
151,988
Q3 2025 Reduced 7.7%
$4.3T
$7.36 Million 0.9% of portfolio
28,918
Q3 2025 Added 6.15%
$0
$7.25 Million 0.89% of portfolio
75,142
Q2 2025 Reduced 0.32%
$0
$5.67 Million 0.7% of portfolio
60,718
Q3 2025 Reduced 28.83%
$3.78T
$5.57 Million 0.68% of portfolio
10,754
Q3 2025 Reduced 51.67%
$0
$5.02 Million 0.62% of portfolio
64,106
Q3 2025 Reduced 1.35%
$1.03B
$4.62 Million 0.57% of portfolio
274,816
Q3 2025 Reduced 0.67%
$34.1B
$3.73 Million 0.46% of portfolio
21,588
Q3 2025 Added 0.19%
$0
$3.59 Million 0.44% of portfolio
5,371
Q3 2025 Reduced 3.31%
$0
$3.15 Million 0.39% of portfolio
26,116
Q2 2025 Added 192.16%
$0
$3.14 Million 0.38% of portfolio
25,980
Q3 2025 Reduced 0.37%
$0
$2.84 Million 0.35% of portfolio
121,959
Q3 2025 Reduced 1.49%
$0
$2.75 Million 0.34% of portfolio
21,863
Q1 2025 Reduced 3.17%
$0
$2.68 Million 0.33% of portfolio
12,832
Q3 2025 Added 3.9%
$0
$2.66 Million 0.33% of portfolio
30,477
Q3 2025 Reduced 13.64%
$0
$2.73 Million 0.33% of portfolio
34,814
Q3 2025 Reduced 0.88%
$0
$2.64 Million 0.32% of portfolio
110,927
Q3 2025 Reduced 69.59%
$130B
$2.34 Million 0.29% of portfolio
6,571
Q3 2025 Reduced 1.1%
$74.3B
$2.38 Million 0.29% of portfolio
11,865
Q2 2025 Added 7.09%
$453B
$2.26 Million 0.28% of portfolio
3
Q1 2025 New
$0
$2.25 Million 0.28% of portfolio
10,893
Q3 2025 Reduced 0.7%
$0
$2.18 Million 0.27% of portfolio
6,653
Q1 2025 Added 3.74%
$0
$2.23 Million 0.27% of portfolio
57,831
Q2 2025 New
$881B
$2.21 Million 0.27% of portfolio
6,996
Q3 2025 Added 8.08%
$0
$2.06 Million 0.25% of portfolio
61,765
Q3 2025 Reduced 21.88%
$1.65T
$2.06 Million 0.25% of portfolio
8,460
Q3 2025 Added 11.7%
$0
$2.03 Million 0.25% of portfolio
7,971
Q3 2025 Reduced 3.17%
$490B
$1.87 Million 0.23% of portfolio
16,591
Q3 2025 Added 3.24%
$2.39T
$1.49 Million 0.18% of portfolio
6,788
Q3 2025 Added 21.37%
$0
$1.46 Million 0.18% of portfolio
22,437
Q3 2025 Reduced 0.39%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $815 Million
  • Prior Value $649 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 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