SD

Schneider Downs Wealth Management Advisors, LP

13F
Schneider Downs Wealth Management Advisors, LP
Last update 2025-05-13 141 Stocks (5 new)
Value $552.00 Mil Turnover 7 %
Countries:
Top Holdings: VO(10.82%)SPDW(10.40%)MMIT(7.65%)SCHG(7.16%)SCHX(6.03%)
Summary Stock Picks Current Portfolio
Schneider Downs Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VO
Vanguard Mid-Cap ETF
230,998
59,740.6
+6.27%
10.820
+0.64%
0.080
+16.32%
+8.70%
80,548.8
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
1,576,264
57,391.8
+7.44%
10.400
+0.72%
0.240
+12.67%
+19.87%
26,951.4
 
MMIT
NYLI MacKay Muni Intermediate ETF
1,760,782
42,205.9
+15.74%
7.650
+1.04%
5.050
+1.13%
+0.46%
1,017.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,578,030
39,513.9
+3.41%
7.160
+0.24%
0.110
+25.66%
+6.92%
45,305.9
 
SCHX
Schwab U.S. Large-Cap ETF
1,508,271
33,302.6
+0.77%
6.030
+0.05%
0.070
+19.93%
+7.89%
56,889.6
 
MUB
iShares National Muni Bond ETF
296,578
31,271.2
+10.77%
5.660
+0.55%
0.080
+0.46%
-1.56%
38,301.5
 
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
514,863
25,305.5
+36.63%
4.580
+1.23%
0.980
+1.71%
+2.92%
2,630.9
 
IJT
ISHARES TRUST
186,965
23,277.2
+14.68%
4.220
+0.54%
0.410
+16.31%
+0.47%
6,141.9
 
IWF
iShares Russell 1000 Growth ETF
42,675
15,409.4
+2.14%
2.790
+0.06%
0.020
+27.24%
+8.36%
113,776.0
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
220,321
11,890.7
-18.59%
2.150
-0.49%
0.010
+18.91%
+18.34%
99,158.0
 

Schneider Downs Wealth Management Advisors, LP's Historical Top Holdings Breakdowns

Schneider Downs Wealth Management Advisors, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
2025-03-31
Add
Add
+1.23%
●
48.89 ($49.03) 49.21
$49.13
0.20%
Add 36.63%
514,863
138,046
MMIT
NYLI MacKay Muni Intermediate ETF
2025-03-31
Add
Add
+1.04%
●
23.87 ($24.12) 24.37
$23.70
-1.76%
Add 15.74%
1,760,782
239,406
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+0.72%
●
33.84 ($36.14) 37.77
$40.22
11.29%
Add 7.44%
1,576,264
109,102
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.64%
●
251.87 ($268.43) 277.95
$284.74
6.08%
Add 6.27%
230,998
13,620
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.55%
●
104.71 ($106.35) 107.68
$103.24
-2.92%
Add 10.77%
296,578
28,839
IJT
ISHARES TRUST
2025-03-31
Add
Add
+0.54%
●
121 ($133.74) 142.28
$135.43
1.26%
Add 14.68%
186,965
23,937
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.49%
●
50.83 ($53.83) 55.94
$61.05
13.41%
Reduce -18.59%
220,321
-50,304
JPIE
JPMorgan Income ETF
2025-03-31
Add
Add
+0.48%
●
45.46 ($45.88) 46.18
$46.09
0.46%
Add 32.12%
237,357
57,700
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.43%
●
663000 ($729331) 801950
$710,978.50
-2.52%
New holding
3
3
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.29%
●
102.49 ($112.84) 119.96
$111.87
-0.86%
Add 18.41%
99,406
15,457

Schneider Downs Wealth Management Advisors, LP Total Holding History ($B)

To

Schneider Downs Wealth Management Advisors, LP's Asset Allocation

To

Schneider Downs Wealth Management Advisors, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Schneider Downs Wealth Management Advisors, LP's Hypothetical Growth since 2025-03-31

Schneider Downs Wealth Management Advisors, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Schneider Downs Wealth Management Advisors, LP's Holdings Heat Map

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Schneider Downs Wealth Management Advisors, LP's Holdings Bubble Chart

Schneider Downs Wealth Management Advisors, LP News

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