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CIK: 0001665359
Total reported value
$1.1B
$1.1B
141 檔
21.8%
As reported in its official Q1 2025 Form 13F filing, Schneider Downs Wealth Management Advisors, LP's tracked investment portfolio stood at $1.1B with 141 total positions.
In Q1 2025, Schneider Downs Wealth Management Advisors, LP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.82% | -0.19% | +6.27% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.40% | -0.46% | +7.44% | |
| 3 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 7.65% | -0.77% | +15.74% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.16% | +0.07% | +3.41% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.03% | -0.07% | +0.77% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 5.66% | -0.35% | +10.77% | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.58% | -0.40% | +36.63% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 4.22% | +0.22% | +14.68% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.79% | -0.01% | +2.14% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.15% | +0.15% | -18.59% | |
| 11 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 2.08% | -0.08% | +3.19% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.98% | -0.09% | +32.12% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.88% | -0.03% | +18.41% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.08% | +1.10% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.63% | -0.19% | +14.68% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.58% | -0.03% | +0.18% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | +0.37% | -1.23% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.55% | — | +13.35% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | -0.05% | -3.88% | |
| 20 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.17% | -0.04% | -7.04% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.06% | +0.44% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.16% | -0.06% | +0.02% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.92% | -0.05% | +0.52% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.14% | -9.63% | |
| 25 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.76% | -0.03% | +3.96% | |
| 26 | FHI | Federated Hermes Inc | Stock-Financials | 0.66% | +1.37% | +12.64% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.02% | +14.28% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.09% | -0.65% | |
| 29 | RJF | Raymond James Financial Inc | Stock-Financials | 0.54% | -0.03% | — | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.44% | -0.02% | -0.72% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.03% | — | |
| 32 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.41% | — | -3.17% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +0.94% | |
| 34 | PRCH | Porch Group Inc | Stock-Other | 0.37% | +0.17% | — | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.06% | -4.93% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.35% | +0.01% | -0.12% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | +0.18% | -0.90% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | +0.03% | +3.74% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | +4.73% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | -0.03% | -31.22% | |
| 41 | CBZ | Cbiz Inc | Stock-Other | 0.32% | — | — | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.30% | -0.03% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.02% | -2.94% | |
| 44 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.28% | +0.01% | +43.03% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | -0.01% | +6.13% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.27% | +0.12% | — | |
| 47 | AKX | Ansys Inc | Stock-Other | 0.27% | — | +0.11% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | +0.01% | -16.27% | |
| 49 | RELY | Remitly Global Inc | Stock-Other | 0.25% | +0.02% | -8.91% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.04% | +3.55% |
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 141 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VO, SPDW, MMIT) accounted for 21.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
VO
市值: $59.7M
During Q1 2025, Schneider Downs Wealth Management Advisors, LP's top holdings by market value included VO (10.8%)、SPDW (10.4%)、MMIT (7.7%). The largest single position, VO, represented 10.8% of total portfolio value.
In Q1 2025, Schneider Downs Wealth Management Advisors, LP made 50 total portfolio adjustments, initiating 50 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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