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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Schneider-Downs-Wealth-Management-Advisors-Lp
Data Enrichment
77% identified109 identified32 unidentified
Holdings
141 positions • $552.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
23.8K | All Managers (Combined) | $12.1K | 0.0% ($12.1K/$552.1M) |