Schneider Downs Wealth Management Advisors, LP Portfolio Holdings
Q3 2025•147 long positions•$839.5M portfolio value
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Holding152 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $138.0M 16.44% | +$133.8M Bought | 3.43% 2.7M shares | 79.8K → 2.7M +$133.8M | +3,229.03% | $4.0B Mid Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $73.8M 8.79% | +$2.0M Bought | — 1.7M shares | 1.7M → 1.7M +$2.0M | +2.76% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $70.0M 8.33% | -$421.8K Sold | — 238.2K shares | 239.6K → 238.2K −$421.8K | -0.6% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $54.5M 6.49% | +$9.8M Bought | — 2.2M shares | 1.8M → 2.2M +$9.8M | +21.97% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $51.2M 6.1% | -$1.2M Sold | — 1.6M shares | 1.6M → 1.6M −$1.2M | -2.24% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $39.4M 4.7% | +$1.3M Bought | — 598.3K shares | 578.9K → 598.3K +$1.3M | +3.34% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $37.1M 4.42% | -$3.8M Sold | — 1.4M shares | 1.6M → 1.4M −$3.8M | -9.21% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $33.4M 3.98% | +$3.1M Bought | — 313.5K shares | 284.2K → 313.5K +$3.1M | +10.31% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $26.3M 3.13% | +$959.6K Bought | — 532.9K shares | 513.4K → 532.9K +$959.6K | +3.79% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $22.3M 2.66% | +$766.5K Bought | — 157.6K shares | 152.2K → 157.6K +$766.5K | +3.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.4M 2.31% | -$1.5M Sold | — 41.3K shares | 44.6K → 41.3K −$1.5M | -7.4% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $17.0M 2.02% | +$1.5M Bought | — 365.3K shares | 332.1K → 365.3K +$1.5M | +9.97% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.0M 1.66% | +$1.9M Bought | — 301.7K shares | 260.9K → 301.7K +$1.9M | +15.64% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $13.1M 1.56% | -$1.7M Sold | — 219.2K shares | 247.9K → 219.2K −$1.7M | -11.58% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $13.1M 1.56% | -$145.5K Sold | — 441.2K shares | 446.1K → 441.2K −$145.5K | -1.1% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $12.7M 1.51% | +$36.1K Bought | — 20.8K shares | 20.7K → 20.8K +$36.1K | +0.28% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $12.0M 1.43% | -$83.7K Sold | — 100.8K shares | 101.5K → 100.8K −$83.7K | -0.69% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $10.7M 1.27% | +$324.7K Bought | — 421.0K shares | 408.2K → 421.0K +$324.7K | +3.13% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.8M 1.17% | +$130.4K Bought | — 33.0K shares | 32.6K → 33.0K +$130.4K | +1.34% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $8.5M 1.02% | -$74.2K Sold | — 293.4K shares | 296.0K → 293.4K −$74.2K | -0.86% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.6M 0.908% | -$73.9K Sold | — 11.4K shares | 11.6K → 11.4K −$73.9K | -0.96% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $7.6M 0.907% | -$634.9K Sold | — 152.0K shares | 164.7K → 152.0K −$634.9K | -7.7% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $7.4M 0.877% | +$426.8K Bought | 0.0% 28.9K shares | 27.2K → 28.9K +$426.8K | +6.15% | $3.78T Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $7.3M 0.864% | — | — 75.1K shares | — | — | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $5.7M 0.675% | -$2.3M Sold | — 60.7K shares | 85.3K → 60.7K −$2.3M | -28.83% | — — | Q1 2018 Held for 7y 8m | |
Software - Infrastructure Technology | $5.6M 0.664% | -$6.0M Sold | 0.0% 10.8K shares | 22.3K → 10.8K −$6.0M | -51.67% | $3.85T Mega Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $5.0M 0.598% | -$68.7K Sold | — 64.1K shares | 65.0K → 64.1K −$68.7K | -1.35% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $4.6M 0.549% | -$31.3K Sold | 0.264% 274.8K shares | 276.7K → 274.8K −$31.3K | -0.67% | $1.7B Small Cap | Q4 2022 Held for 2y 11m | |
Financial - Capital Markets Financial Services | $3.7M 0.444% | +$7.2K Bought | 0.011% 21.6K shares | 21.5K → 21.6K +$7.2K | +0.19% | $34.4B Large Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.6M 0.428% | -$123.2K Sold | — 5.4K shares | 5.6K → 5.4K −$123.2K | -3.31% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $3.1M 0.375% | — | — 26.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 0.374% | -$11.6K Sold | — 26.0K shares | 26.1K → 26.0K −$11.6K | -0.37% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.8M 0.338% | -$43.0K Sold | — 122.0K shares | 123.8K → 122.0K −$43.0K | -1.49% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $2.8M 0.328% | — | — 21.9K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 0.325% | -$24.2K Sold | — 34.8K shares | 35.1K → 34.8K −$24.2K | -0.88% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 0.319% | +$100.6K Bought | — 12.8K shares | 12.4K → 12.8K +$100.6K | +3.9% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.7M 0.317% | -$420.2K Sold | — 30.5K shares | 35.3K → 30.5K −$420.2K | -13.64% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $2.6M 0.315% | -$6.0M Sold | — 110.9K shares | 364.8K → 110.9K −$6.0M | -69.59% | — — | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $2.4M 0.284% | — | 0.003% 11.9K shares | — | — | $79.1B Large Cap | Q1 2018 Held for 7y 8m | |
Unknown Unknown | $2.3M 0.278% | -$25.9K Sold | — 6.6K shares | 6.6K → 6.6K −$25.9K | -1.1% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $2.3M 0.27% | — | 0.0% 3.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.2M 0.268% | -$15.9K Sold | — 10.9K shares | 11.0K → 10.9K −$15.9K | -0.7% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.2M 0.266% | — | — 57.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $2.2M 0.263% | +$165.0K Bought | 0.0% 7.0K shares | 6.5K → 7.0K +$165.0K | +8.08% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $2.2M 0.263% | +$3.4K Bought | 0.002% 32.2K shares | 32.1K → 32.2K +$3.4K | +0.16% | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.26% | — | — 6.7K shares | — | — | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.1M 0.246% | -$577.1K Sold | — 61.8K shares | 79.1K → 61.8K −$577.1K | -21.88% | — — | Q1 2017 Held for 8y 8m | |
Internet Content & Information Communication Services | $2.1M 0.245% | +$215.4K Bought | 0.0% 8.5K shares | 7.6K → 8.5K +$215.4K | +11.7% | $2.95T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.0M 0.241% | -$66.4K Sold | — 8.0K shares | 8.2K → 8.0K −$66.4K | -3.17% | — — | Q4 2015 Held for 9y 11m | |
Oil & Gas Integrated Energy | $1.9M 0.223% | +$58.7K Bought | 0.0% 16.6K shares | 16.1K → 16.6K +$58.7K | +3.24% | $480.68B Mega Cap | Q2 2021 Held for 4y 5m |
