Schneider Downs Wealth Management Advisors, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 141Value: $552.1MLatest: 2025Q1

Schneider Downs Wealth Management Advisors, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 141 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 8

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922908629

VO|922908629

Shares:231.0K

Value:$59.7M

% of Portfolio:10.8% ($59.7M/$552.1M)

78463X889

SPDW|78463X889

Shares:1.6M

Value:$57.4M

% of Portfolio:10.4% ($57.4M/$552.1M)

45409F827

Shares:1.8M

Value:$42.2M

% of Portfolio:7.6% ($42.2M/$552.1M)

808524300

SCHG|808524300

Shares:1.6M

Value:$39.5M

% of Portfolio:7.2% ($39.5M/$552.1M)

808524201

SCHX|808524201

Shares:1.5M

Value:$33.3M

% of Portfolio:6.0% ($33.3M/$552.1M)

464288414

MUB|464288414

Shares:296.6K

Value:$31.3M

% of Portfolio:5.7% ($31.3M/$552.1M)

47103U886

Shares:514.9K

Value:$25.3M

% of Portfolio:4.6% ($25.3M/$552.1M)

464287887

IJT|464287887

Shares:187.0K

Value:$23.3M

% of Portfolio:4.2% ($23.3M/$552.1M)

464287614

IWF|464287614

Shares:42.7K

Value:$15.4M

% of Portfolio:2.8% ($15.4M/$552.1M)

46434G103

IEMG|46434G103

Shares:220.3K

Value:$11.9M

% of Portfolio:2.2% ($11.9M/$552.1M)

31423L404

Shares:458.8K

Value:$11.5M

% of Portfolio:2.1% ($11.5M/$552.1M)

46641Q159

Shares:237.4K

Value:$10.9M

% of Portfolio:2.0% ($10.9M/$552.1M)

464287804

IJR|464287804

Shares:99.4K

Value:$10.4M

% of Portfolio:1.9% ($10.4M/$552.1M)

922908363

VOO|922908363

Shares:19.8K

Value:$10.2M

% of Portfolio:1.8% ($10.2M/$552.1M)

316188309

Shares:197.1K

Value:$9.0M

% of Portfolio:1.6% ($9.0M/$552.1M)

921943858

VEA|921943858

Shares:171.1K

Value:$8.7M

% of Portfolio:1.6% ($8.7M/$552.1M)

MICROSOFT CORP

MSFT|594918104

Shares:22.9K

Value:$8.6M

% of Portfolio:1.6% ($8.6M/$552.1M)

808524508

Shares:326.4K

Value:$8.6M

% of Portfolio:1.5% ($8.6M/$552.1M)

464287465

EFA|464287465

Shares:85.2K

Value:$7.0M

% of Portfolio:1.3% ($7.0M/$552.1M)

45409F843

Shares:273.6K

Value:$6.5M

% of Portfolio:1.2% ($6.5M/$552.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	231.0K	QoQ +6.96% (+15.0K) YoY +32.37% (+56.5K)	All Managers (Combined)	$59.7M	10.8% ($59.7M/$552.1M)	QoQ +4.73% (+$2.7M) YoY +37.01% (+$16.1M)
(SPDWcusip78463X889)	1.6M	QoQ +7.43% (+109.1K) YoY +23.40% (+299.0K)	All Managers (Combined)	$57.4M	10.4% ($57.4M/$552.1M)	QoQ +14.61% (+$7.3M) YoY +25.37% (+$11.6M)
(cusip45409F827)✕	1.8M	QoQ +15.73% (+239.4K) YoY +55.53% (+628.7K)	All Managers (Combined)	$42.2M	7.6% ($42.2M/$552.1M)	QoQ +15.54% (+$5.7M) YoY +52.85% (+$14.6M)
(SCHGcusip808524300)	1.6M	QoQ +3.40% (-52.0K) YoY +305.99% (+1.2M)	All Managers (Combined)	$39.5M	7.2% ($39.5M/$552.1M)	QoQ -7.09% (-$3.0M) YoY +9.64% (+$3.5M)
(SCHXcusip808524201)	1.5M	QoQ +0.76% (-11.5K) YoY +244.10% (+1.1M)	All Managers (Combined)	$33.3M	6.0% ($33.3M/$552.1M)	QoQ -4.01% (-$1.4M) YoY +22.42% (+$6.1M)
(MUBcusip464288414)	296.6K	QoQ +10.77% (+28.8K) YoY +45.90% (+93.3K)	All Managers (Combined)	$31.3M	5.7% ($31.3M/$552.1M)	QoQ +9.61% (+$2.7M) YoY +42.97% (+$9.4M)
(cusip47103U886)✕	514.9K	QoQ +36.63% (+138.0K) YoY +103.97% (+262.4K)	All Managers (Combined)	$25.3M	4.6% ($25.3M/$552.1M)	QoQ +37.30% (+$6.9M) YoY +106.70% (+$13.1M)
(IJTcusip464287887)	187.0K	QoQ +14.68% (+23.9K) YoY +60.70% (+70.6K)	All Managers (Combined)	$23.3M	4.2% ($23.3M/$552.1M)	QoQ +5.47% (+$1.2M) YoY +53.04% (+$8.1M)
(IWFcusip464287614)	42.7K	QoQ +2.14% (-896) YoY +2.22% (+929)	All Managers (Combined)	$15.4M	2.8% ($15.4M/$552.1M)	QoQ -8.15% (-$1.4M) YoY +9.51% (+$1.3M)
(IEMGcusip46434G103)	220.3K	QoQ -18.58% (-50.3K) YoY -20.00% (-55.1K)	All Managers (Combined)	$11.9M	2.2% ($11.9M/$552.1M)	QoQ -15.85% (-$2.2M) YoY -16.33% (-$2.3M)
(cusip31423L404)✕	458.8K	QoQ +3.18% (+14.2K) YoY +876.74% (+411.9K)	All Managers (Combined)	$11.5M	2.1% ($11.5M/$552.1M)	QoQ +4.73% (+$519.4K) YoY +881.84% (+$10.3M)
(cusip46641Q159)✕	237.4K	QoQ +32.11% (+57.7K) YoY +126.11% (+132.4K)	All Managers (Combined)	$10.9M	2.0% ($10.9M/$552.1M)	QoQ +33.42% (+$2.7M) YoY +128.64% (+$6.2M)
(IJRcusip464287804)	99.4K	QoQ +19.47% (+16.2K) YoY +47.71% (+32.1K)	All Managers (Combined)	$10.4M	1.9% ($10.4M/$552.1M)	QoQ +8.43% (+$808.3K) YoY +39.76% (+$3.0M)
(VOOcusip922908363)	19.8K	QoQ +1.10% (-216) YoY -9.78% (-2.1K)	All Managers (Combined)	$10.2M	1.8% ($10.2M/$552.1M)	QoQ -3.57% (-$377.0K) YoY -3.55% (-$375.0K)
(cusip316188309)✕	197.1K	QoQ +14.67% (+25.2K) YoY NEW(+197.1K)	All Managers (Combined)	$9.0M	1.6% ($9.0M/$552.1M)	QoQ +16.67% (+$1.3M) YoY NEW(+$9.0M)
(VEAcusip921943858)	171.1K	QoQ +0.17% (+301) YoY +4.22% (+6.9K)	All Managers (Combined)	$8.7M	1.6% ($8.7M/$552.1M)	QoQ +6.48% (+$529.5K) YoY +5.59% (+$460.6K)
MICROSOFT CORP(MSFTcusip594918104)	22.9K	QoQ -1.23% (-286) YoY -4.03% (-963)	All Managers (Combined)	$8.6M	1.6% ($8.6M/$552.1M)	QoQ -12.03% (-$1.2M) YoY -14.37% (-$1.4M)
(cusip808524508)✕	326.4K	QoQ +13.34% (+38.4K) YoY +296.00% (+244.0K)	All Managers (Combined)	$8.6M	1.5% ($8.6M/$552.1M)	QoQ +7.16% (+$572.1K) YoY +27.41% (+$1.8M)
(EFAcusip464287465)	85.2K	QoQ -3.87% (-3.4K) YoY +33.22% (+21.2K)	All Managers (Combined)	$7.0M	1.3% ($7.0M/$552.1M)	QoQ +3.90% (-$261.5K) YoY +36.34% (+$1.9M)
(cusip45409F843)✕	273.6K	QoQ -7.03% (-20.7K) YoY +175.13% (+174.1K)	All Managers (Combined)	$6.5M	1.2% ($6.5M/$552.1M)	QoQ -7.85% (-$551.3K) YoY +167.54% (+$4.0M)