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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$258M
$453,000 0.06% of portfolio
21,656
Q3 2025 Added 25.14%
$62.7M
$19,000 0.0% of portfolio
23,820
Q4 2023 New

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
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