Schneider-Downs-Wealth-Management-Advisors-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NVR",
  "GDX",
  "RJF",
  "ABT",
  "ABBV",
  null,
  "VONG",
  null,
  "GOOGL",
  "T",
  null,
  null,
  null,
  "HD",
  "MCD",
  "QBTS",
  null,
  "HWM",
  null,
  "MUB",
  "META",
  "IVW",
  "PKOH",
  "IJH",
  "PRCH",
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "PCAR",
  "ANSS",
  "IJR",
  "EFG",
  "KKR",
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  "AMGN",
  null,
  "RELY",
  "IEFA",
  "SCHX",
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "TJX",
  "UBER",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "RKLB",
  "VIG",
  "TRS",
  "IWO",
  "PTON",
  "GORO",
  "BN.TO",
  null,
  "X",
  "IWR",
  "FMNB",
  "FHI",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "VGT",
  "VEA",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WELL",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LBRDK",
  "MFC",
  null,
  null,
  null,
  "DIA",
  null,
  "LULU",
  "BK",
  "BRK-A",
  "BRK-B",
  "BIP",
  "BAM.TO",
  "CBZ",
  "LNG",
  "CSCO",
  "COST",
  "GLW",
  "IJT",
  "IJJ",
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 141
Total Value: 552072112
Accession Number: 0001172661-25-001763
Form Type: 13F-HR
CIK: schneider-downs-wealth-management-advisors-lp
Manager Name: Schneider-Downs-Wealth-Management-Advisors-Lp

Data Enrichment

77% identified

109 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

141 positions • $552.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:29.0K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$552.1M)

464287499

IWR|464287499

Shares:75.4K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$552.1M)

808524409

Shares:191.2K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$552.1M)

922907746

VTEB|922907746

Shares:100.1K

Value:$5.0M

% of Portfolio:0.9% ($5.0M/$552.1M)

47804J107

Shares:62.0K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$552.1M)

FEDERATED HERMES, INC.

FHI|314211103

Shares:89.5K

Value:$3.6M

% of Portfolio:0.7% ($3.6M/$552.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:5.8K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$552.1M)

464287200

IVV|464287200

Shares:5.7K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$552.1M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:21.5K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$552.1M)

808524805

SCHF|808524805

Shares:123.8K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$552.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$552.1M)

464288570

Shares:21.9K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$552.1M)

78464A854

SPLG|78464A854

Shares:34.0K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$552.1M)

Porch Group, Inc.

PRCH|733245104

Shares:283.3K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$552.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:6.9K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$552.1M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:11.1K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$552.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:16.1K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$552.1M)

922908769

VTI|922908769

Shares:6.7K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$552.1M)

464287309

IVW|464287309

Shares:19.5K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$552.1M)

808524706

Shares:65.3K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$552.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	29.0K	QoQ +0.44% (-127) YoY -28.34% (-11.5K)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$552.1M)	QoQ -10.90% (-$787.6K) YoY -7.18% (-$497.9K)
(IWRcusip464287499)	75.4K	QoQ +0.01% (-14) YoY -20.48% (-19.4K)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$552.1M)	QoQ -3.74% (-$249.8K) YoY -19.55% (-$1.6M)
(cusip808524409)✕	191.2K	QoQ +0.51% (+981) YoY +225.94% (+132.6K)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$552.1M)	QoQ +2.48% (+$123.1K) YoY +14.02% (+$625.1K)
(VTEBcusip922907746)	100.1K	QoQ -9.63% (-10.7K) YoY +119.00% (+54.4K)	All Managers (Combined)	$5.0M	0.9% ($5.0M/$552.1M)	QoQ -10.55% (-$586.1K) YoY +114.76% (+$2.7M)
(cusip47804J107)✕	62.0K	QoQ +3.95% (+2.4K) YoY +22.37% (+11.3K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$552.1M)	QoQ +0.62% (+$26.2K) YoY +27.40% (+$899.2K)
FEDERATED HERMES, INC.(FHIcusip314211103)	89.5K	QoQ +12.64% (+10.0K) YoY +27.90% (+19.5K)	All Managers (Combined)	$3.6M	0.7% ($3.6M/$552.1M)	QoQ +11.70% (+$382.5K) YoY +44.36% (+$1.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	5.8K	QoQ +14.27% (+725) YoY +27.56% (+1.3K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$552.1M)	QoQ +9.07% (+$270.0K) YoY +36.42% (+$866.7K)
(IVVcusip464287200)	5.7K	QoQ -0.64% (-37) YoY +2.66% (+147)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$552.1M)	QoQ -5.16% (-$173.5K) YoY +9.72% (+$282.2K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	21.5K	QoQ 0.00% (-0) YoY +363.85% (+16.9K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$552.1M)	QoQ -10.57% (-$353.8K) YoY +401.74% (+$2.4M)
(SCHFcusip808524805)	123.8K	QoQ -0.71% (-892) YoY +90.78% (-58.9K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$552.1M)	QoQ +6.15% (-$142.0K) YoY -3.28% (-$83.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$552.1M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip464288570)✕	21.9K	QoQ +258.40% (+15.8K) YoY +110.64% (+11.5K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$552.1M)	QoQ +232.92% (+$1.6M) YoY +113.98% (+$1.2M)
(SPLGcusip78464A854)	34.0K	QoQ +0.94% (-317) YoY +3.12% (+1.0K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$552.1M)	QoQ -3.71% (-$86.3K) YoY +10.21% (+$207.1K)
Porch Group, Inc.(PRCHcusip733245104)	283.3K	QoQ 0.00% (+0) YoY -0.11% (-335)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$552.1M)	QoQ +48.17% (+$671.4K) YoY +68.94% (-$842.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	6.9K	QoQ -4.92% (-357) YoY -5.18% (-377)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$552.1M)	QoQ +13.14% (-$230.6K) YoY +32.79% (-$490.4K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	11.1K	QoQ -0.11% (-13) YoY +138.56% (+6.4K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$552.1M)	QoQ -8.96% (-$191.8K) YoY +159.46% (+$1.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	16.1K	QoQ -0.90% (-146) YoY -5.75% (-981)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$552.1M)	QoQ +9.56% (-$166.9K) YoY -3.57% (-$70.8K)
(VTIcusip922908769)	6.7K	QoQ +3.74% (-240) YoY -38.10% (-4.1K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$552.1M)	QoQ -1.61% (-$30.0K) YoY -34.54% (-$964.9K)
(IVWcusip464287309)	19.5K	QoQ +4.73% (-880) YoY +4.73% (+880)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$552.1M)	QoQ -4.24% (-$80.0K) YoY +15.14% (+$237.7K)
(cusip808524706)✕	65.3K	QoQ -31.21% (-29.7K) YoY -35.76% (-36.4K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$552.1M)	QoQ -28.79% (-$728.3K) YoY -29.86% (-$767.0K)