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CIK: 0001665359
Total reported value
$1.1B
$1.1B
138 檔
20.8%
According to the latest 13F quarterly dataset, Schneider Downs Wealth Management Advisors, LP managed an equity portfolio of $1.1B at the end of Q4 2024, spanning 138 distinct U.S. exchange-listed positions.
During Q4 2024, Schneider Downs Wealth Management Advisors, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.80% | -0.19% | +9.48% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.42% | -0.46% | +8.05% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.00% | +0.07% | +304.86% | |
| 4 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 6.87% | -0.77% | +5.62% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.53% | -0.07% | +214.58% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 5.37% | -0.35% | +6.21% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 4.15% | +0.22% | +27.29% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.47% | -0.40% | +24.84% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.16% | -0.01% | -0.90% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.66% | +0.15% | -2.51% | |
| 11 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 2.06% | -0.08% | +108.84% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.08% | +7.75% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | +0.37% | -0.74% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | -0.03% | +20.14% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.54% | -0.09% | +22.29% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.54% | -0.03% | +6.13% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.50% | — | +239.58% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.45% | -0.19% | +17.66% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.06% | -2.29% | |
| 20 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.32% | -0.04% | +235.14% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | -0.05% | +1.45% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.25% | -0.06% | -1.30% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.04% | -0.14% | +178.85% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.93% | -0.05% | +246.49% | |
| 25 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.78% | -0.03% | +10.98% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.09% | -0.35% | |
| 27 | RJF | Raymond James Financial Inc | Stock-Financials | 0.63% | -0.03% | — | |
| 28 | FHI | Federated Hermes Inc | Stock-Financials | 0.61% | +1.37% | -12.60% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.02% | +15.96% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.48% | -0.03% | -2.46% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.47% | — | — | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | +2.16% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | -0.02% | +98.46% | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.40% | +0.01% | +156.46% | |
| 35 | CBZ | Cbiz Inc | Stock-Other | 0.36% | — | — | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.03% | +2.66% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.35% | +0.12% | — | |
| 39 | BN | Brookfield CORP | Stock-Financials | 0.35% | -0.03% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.06% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | +0.18% | -0.50% | |
| 42 | RELY | Remitly Global Inc | Stock-Other | 0.31% | +0.02% | — | |
| 43 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.31% | -0.01% | -2.72% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.02% | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.30% | +0.01% | +272.16% | |
| 46 | AKX | Ansys Inc | Stock-Other | 0.30% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.04% | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.01% | +83.36% | |
| 49 | PRCH | Porch Group Inc | Stock-Other | 0.26% | +0.17% | — | |
| 50 | FMNB | Farmers Natl Banc CORP | Stock-Other | 0.25% | — | -45.63% |
According to official SEC Form 13F filings, Schneider Downs Wealth Management Advisors, LP reported a total U.S. public equity portfolio value of $1.1B across 138 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VO, SPDW, SCHG) accounted for 20.8% of total reported equity market value during Q4 2024.
During Q4 2024, Schneider Downs Wealth Management Advisors, LP's top holdings by market value included VO (10.8%)、SPDW (9.4%)、SCHG (8.0%). The largest single position, VO, represented 10.8% of total portfolio value.
In Q4 2024, Schneider Downs Wealth Management Advisors, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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