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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CBIZ, Inc.

CBZ|124805102

Shares:23.6K

Value:$1.8M

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

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:32.1K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$552.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.7K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$552.1M)

46654Q609

Shares:21.1K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$552.1M)

464287507

IJH|464287507

Shares:26.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$552.1M)

Eaton Corp plc

ETN|G29183103

Shares:5.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$552.1M)

ANSYS INC

ANSS|03662Q105

Shares:4.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$552.1M)

46432F842

IEFA|46432F842

Shares:19.1K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$552.1M)

Remitly Global, Inc.

RELY|75960P104

Shares:67.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$552.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$552.1M)

AMAZON COM INC

AMZN|023135106

Shares:6.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$552.1M)

464287408

IVE|464287408

Shares:6.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$552.1M)

808524607

SCHA|808524607

Shares:49.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$552.1M)

922908553

VNQ|922908553

Shares:12.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$552.1M)

46435G243

Shares:42.7K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$552.1M)

46435G516

ESGD|46435G516

Shares:12.2K

Value:$999.0K

% of Portfolio:0.2% ($999.0K/$552.1M)

VISA INC.

V|92826C839

Shares:2.7K

Value:$963.1K

% of Portfolio:0.2% ($963.1K/$552.1M)

46090A804

Shares:19.1K

Value:$897.0K

% of Portfolio:0.2% ($897.0K/$552.1M)

AMGEN INC

AMGN|031162100

Shares:2.7K

Value:$852.4K

% of Portfolio:0.2% ($852.4K/$552.1M)

Alphabet Inc.

GOOG|02079K107

Shares:5.4K

Value:$842.1K

% of Portfolio:0.2% ($842.1K/$552.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CBIZ, Inc.(CBZcusip124805102)	23.6K	QoQ 0.00% (-0) YoY -2.83% (-690)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$552.1M)	QoQ -7.29% (-$141.1K) YoY -6.10% (-$116.6K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	32.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$552.1M)	QoQ -8.77% (-$161.8K) YoY +25.17% (+$338.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.7K	QoQ -2.94% (-202) YoY -1.79% (-122)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$552.1M)	QoQ -0.67% (-$11.2K) YoY +20.26% (-$275.5K)
(cusip46654Q609)✕	21.1K	QoQ +43.03% (+6.3K) YoY +310.72% (+15.9K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$552.1M)	QoQ +30.25% (+$361.1K) YoY +331.67% (+$1.2M)
(IJHcusip464287507)	26.2K	QoQ +6.12% (-1.5K) YoY +44.05% (+8.0K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$552.1M)	QoQ -0.61% (-$9.5K) YoY +38.38% (+$423.7K)
Eaton Corp plc(ETNcusipG29183103)	5.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$552.1M)	QoQ -18.09% (-$334.4K) YoY -13.06% (-$227.5K)
ANSYS INC(ANSScusip03662Q105)	4.7K	QoQ +0.10% (-5) YoY +0.10% (-5)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$552.1M)	QoQ -6.05% (-$96.2K) YoY -8.71% (-$142.5K)
(IEFAcusip46432F842)	19.1K	QoQ -16.26% (-3.7K) YoY +138.18% (+11.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$552.1M)	QoQ -9.86% (-$158.1K) YoY +142.77% (+$849.4K)
Remitly Global, Inc.(RELYcusip75960P104)	67.3K	QoQ -8.91% (-6.6K) YoY -9.88% (-7.4K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$552.1M)	QoQ -16.05% (-$267.9K) YoY -9.62% (-$149.2K)
Alphabet Inc.(GOOGLcusip02079K305)	8.5K	QoQ +3.54% (-292) YoY +33.69% (+2.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$552.1M)	QoQ -15.41% (-$240.1K) YoY +36.98% (+$355.8K)
AMAZON COM INC(AMZNcusip023135106)	6.3K	QoQ +7.11% (-419) YoY +46.96% (+2.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$552.1M)	QoQ -7.11% (-$91.9K) YoY +55.01% (+$426.2K)
(IVEcusip464287408)	6.1K	QoQ +1.28% (+77) YoY +0.41% (+25)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$552.1M)	QoQ +1.12% (+$12.9K) YoY +2.43% (+$27.6K)
(SCHAcusip808524607)	49.4K	QoQ +2.86% (-1.4K) YoY +82.24% (-22.3K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$552.1M)	QoQ -6.79% (-$84.4K) YoY -13.28% (-$177.2K)
(VNQcusip922908553)	12.1K	QoQ +88.46% (+5.7K) YoY +180.13% (+7.8K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$552.1M)	QoQ +91.55% (+$521.9K) YoY +193.27% (+$719.6K)
(cusip46435G243)✕	42.7K	QoQ +80.78% (+19.1K) YoY +106.59% (+22.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$552.1M)	QoQ +82.90% (+$483.6K) YoY +110.89% (+$561.0K)
(ESGDcusip46435G516)	12.2K	QoQ +6.25% (+720) YoY -13.25% (-1.9K)	All Managers (Combined)	$999.0K	0.2% ($999.0K/$552.1M)	QoQ +14.00% (+$122.7K) YoY -11.32% (-$127.6K)
VISA INC.(Vcusip92826C839)	2.7K	QoQ -11.38% (-353) YoY +44.10% (+841)	All Managers (Combined)	$963.1K	0.2% ($963.1K/$552.1M)	QoQ -1.73% (-$17.0K) YoY +80.95% (+$430.9K)
(cusip46090A804)✕	19.1K	QoQ -46.72% (-16.8K) YoY -88.96% (-154.1K)	All Managers (Combined)	$897.0K	0.2% ($897.0K/$552.1M)	QoQ -46.12% (-$767.8K) YoY -88.93% (-$7.2M)
AMGEN INC(AMGNcusip031162100)	2.7K	QoQ +0.03% (+1) YoY -1.93% (-54)	All Managers (Combined)	$852.4K	0.2% ($852.4K/$552.1M)	QoQ +19.57% (+$139.6K) YoY +7.45% (-$59.1K)
Alphabet Inc.(GOOGcusip02079K107)	5.4K	QoQ +9.08% (-449) YoY +54.70% (+1.9K)	All Managers (Combined)	$842.1K	0.2% ($842.1K/$552.1M)	QoQ -10.50% (-$98.9K) YoY +58.74% (+$311.6K)