Schneider Downs Wealth Management Advisors, LP
Q1 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
141
- Value ($000)
$552,072
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001665359
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $59.74M | 11 % | 230,998 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $57.39M | 10 % | 1,576,264 | ||
MMIT NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 | $42.21M | 8 % | 1,760,782 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $39.51M | 7 % | 1,578,030 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $33.30M | 6 % | 1,508,271 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $31.27M | 6 % | 296,578 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $25.31M | 5 % | 514,863 | ||
IJT ISHARES TR | S&P SML 600 GWT | 464287887 | $23.28M | 4 % | 186,965 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $15.41M | 3 % | 42,675 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $11.89M | 2 % | 220,321 |
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