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.

Portfolio value $517 Million
ETFs: $449 Million
Technology: $24.7 Million
Financial Services: $15.2 Million
Industrials: $5.6 Million
Communication Services: $4.23 Million
Consumer Cyclical: $3.58 Million
Energy: $2.09 Million
Consumer Defensive: $1.96 Million
Other: $2.99 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $517 Million
  • Prior Value $478 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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