Schneider Downs Wealth Management Advisors, LP
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationpittsburgh, PA
- CIK0001665359
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
146 | $668.85M | SPDW, VO, SCHG, MMIT | 13F-HR | Jul 31, 2025 | 000117266125002836 | ||
141 | $552.07M | VO, SPDW, MMIT, SCHG | 13F-HR | May 13, 2025 | 000117266125001763 | ||
138 | $531.63M | VO, SPDW, SCHG, MMIT | 13F-HR | Feb 4, 2025 | 000117266125000497 | ||
143 | $488.55M | VO, SPDW, SCHG, MMIT | 13F-HR | Nov 6, 2024 | 000117266124004487 | ||
131 | $449.45M | VO, SPDW, SCHG, MMIT | 13F-HR | Aug 7, 2024 | 000117266124003127 | ||
136 | $433.71M | SPDW, VO, SCHG, MMIT | 13F-HR | May 8, 2024 | 000117266124002081 | ||
121 | $384.53M | SPDW, VO, SCHG, SCHX | 13F-HR | Feb 9, 2024 | 000117266124000608 | ||
108 | $431.73M | FHI, VO, SPDW, SCHG | 13F-HR | Nov 6, 2023 | 000117266123003632 | ||
111 | $437.71M | FHI, VO, SPDW, SCHG | 13F-HR | Jul 31, 2023 | 000117266123002685 | ||
115 | $486.80M | FHI, VO, SCHG, SPDW | 13F-HR | May 4, 2023 | 000117266123001851 | ||
113 | $456.15M | FHI, VO, SCHG, SPDW | 13F-HR | Feb 1, 2023 | 000166535923000001 | ||
132 | $341.33M | FHI, VO, SCHG, MUB | 13F-HR | Oct 26, 2022 | 000166535922000006 | ||
142 | $357.80M | FHI, VO, MUB, SCHG | 13F-HR | Jul 13, 2022 | 000166535922000005 | ||
149 | $392.39M | FHI, VO, SCHG, SCHX | 13F-HR | May 2, 2022 | 000166535922000004 | ||
153 | $418.56M | FHI, VO, SCHG, MUB | 13F-HR | Jan 31, 2022 | 000166535922000001 | ||
147 | $387.11M | FHI, VO, SCHG, MUB | 13F-HR | Oct 14, 2021 | 000166535921000005 | ||
138 | $386.07M | FHI, VO, VNLA, MUB | 13F-HR | Jul 20, 2021 | 000166535921000004 | ||
134 | $409.14M | FHI, VO, VNLA, MUB | 13F-HR | Apr 26, 2021 | 000166535921000003 | ||
94 | $359.15M | FHI, VO, VNLA, MUB | 13F-HR | Jan 21, 2021 | 000166535921000002 | ||
100 | $298.18M | FHI, VO, MUB, SCHG | 13F-HR | Oct 14, 2020 | 000166535920000005 | ||
93 | $292.70M | FHI, VO, SCHG, SCHX | 13F-HR | Jul 15, 2020 | 000166535920000004 | ||
90 | $272.81M | FHI, SPDW, VO, SCHF | 13F-HR | Apr 21, 2020 | 000166535920000003 | ||
70 | $335.13M | FHI, VO, SCHF, SCHG | 13F-HR | Jan 23, 2020 | 000166535920000001 | ||
66 | $321.62M | FHI, VO, IWR, SCHF | 13F-HR | Nov 5, 2019 | 000166535919000005 | ||
72 | $286.56M | FHI, VO, VEA, IWR | 13F-HR | Jul 16, 2019 | 000166535919000003 | ||
67 | $265.24M | FHI, VO, VEA, IWR | 13F-HR | May 1, 2019 | 000166535919000002 | ||
66 | $231.40M | FHI, VO, VEA, IWR | 13F-HR | Jan 31, 2019 | 000166535919000001 | ||
56 | $157.90M | FHI, VO, VEA, IWR | 13F-HR | Oct 18, 2018 | 000166535918000005 | ||
53 | $150.55M | FHI, VO, VEA, IWR | 13F-HR | Jul 24, 2018 | 000166535918000004 | ||
53 | $177.03M | FHI, VO, VEA, IWR | 13F-HR | Apr 17, 2018 | 000166535918000002 | ||
54 | $177.31M | FHI, VO, VEA, IWR | NEW HOLDINGS | Apr 17, 2018 | 000166535918000003 | ||
45 | $173.00M | FHI, VEA, VO, IWR | 13F-HR | Jan 22, 2018 | 000166535918000001 | ||
42 | $155.16M | FHI, VEA, VO, IWR | 13F-HR | Oct 11, 2017 | 000166535917000004 | ||
45 | $152.35M | FHI, VEA, VO, IWR | 13F-HR | Jul 12, 2017 | 000166535917000003 | ||
46 | $146.22M | FHI, VEA, IWR, VO | 13F-HR | Apr 13, 2017 | 000166535917000002 | ||
30 | $147.08M | FHI, VEA, IWR, VO | 13F-HR | Jan 17, 2017 | 000166535917000001 | ||
33 | $154.41M | FHI, VEA, IWR, VO | 13F-HR | Oct 18, 2016 | 000166535916000004 | ||
29 | $148.25M | FHI, IWR, VO, SCHF | 13F-HR | Jul 13, 2016 | 000166535916000003 | ||
27 | $143.47M | FHI, IWR, VO, VEA | 13F-HR | Apr 21, 2016 | 000166535916000002 | ||
27 | $86.28M | FHI, IWR, VO, VEA | 13F-HR | Feb 3, 2016 | 000166535916000001 |