• 13F History

Schneider Downs Wealth Management Advisors, LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$532M
Signature - Title
Nancy L. Skeans - Chief Compliance Officer
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Schneider Downs Wealth Management Advisors, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Schneider Downs Wealth Management Advisors, LP reported 138 stock holdings with total value $532M as of Q4 2024. Top holdings included VO, SPDW, SCHG, MMIT, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 138 $532M +$114M -$5.93M +$108M VO, SPDW, SCHG, MMIT, SCHX 13F-HR 2/4/2025, 07:34 PM
Q3 2024 143 $489M +$26M -$12M +$14M VO, SPDW, SCHG, MMIT, SCHX 13F-HR 11/6/2024, 04:06 PM
Q2 2024 131 $449M +$33.9M -$20M +$13.9M VO, SPDW, SCHG, MMIT, SCHX 13F-HR 8/7/2024, 03:01 PM
Q1 2024 136 $434M +$37.6M -$9.71M +$27.9M SPDW, VO, SCHG, MMIT, SCHX 13F-HR 5/8/2024, 03:39 PM
Q4 2023 121 $385M +$35.1M -$115M -$79.4M SPDW, VO, SCHG, SCHX, MMIT 13F-HR 2/9/2024, 11:22 AM
Q3 2023 114 $432M +$22.4M -$10.1M +$12.3M FHI, VO, SPDW, SCHG, SCHX 13F-HR 11/6/2023, 04:24 PM
Q2 2023 111 $438M +$13.7M -$53.7M -$40M FHI, VO, SPDW, SCHG, SCHX 13F-HR 7/31/2023, 03:22 PM
Q1 2023 115 $487M +$9.44M -$13.9M -$4.43M FHI, VO, SCHG, SPDW, SCHX 13F-HR 5/4/2023, 03:02 PM
Q4 2022 113 $456M +$118M -$10.4M +$108M FHI, VO, SCHG, SPDW, SCHX 13F-HR 2/1/2023, 03:35 PM
Q3 2022 132 $341M +$8.26M -$9M -$735K FHI, VO, SCHG, MUB, SCHX 13F-HR 10/26/2022, 12:56 PM
Q2 2022 141 $354M +$23.3M -$5.07M +$18.2M FHI, VO, MUB, SCHG, SCHX 13F-HR 7/13/2022, 11:07 AM
Q1 2022 149 $392M +$36.8M -$10.9M +$25.9M FHI, VO, SCHG, SCHX, MUB 13F-HR 5/2/2022, 02:17 PM
Q4 2021 153 $419M +$12.1M -$14.4M -$2.3M FHI, VO, SCHG, MUB, SCHX 13F-HR 1/31/2022, 10:41 AM
Q3 2021 147 $387M +$13.2M -$5.91M +$7.28M FHI, VO, SCHG, MUB, VNLA 13F-HR 10/14/2021, 11:00 AM
Q2 2021 138 $386M +$10.8M -$61M -$50.1M FHI, VO, VNLA, MUB, SCHG 13F-HR 7/20/2021, 10:05 AM
Q1 2021 134 $409M +$36.3M -$5.59M +$30.7M FHI, VO, VNLA, MUB, SCHG 13F-HR 4/26/2021, 05:30 PM
Q4 2020 94 $359M +$30.1M -$27.7M +$2.37M FHI, VO, VNLA, MUB, SCHG 13F-HR 1/21/2021, 08:10 AM
Q3 2020 100 $297M +$25.3M -$12.1M +$13.1M FHI, VO, MUB, SCHG, SCHX 13F-HR 10/14/2020, 01:58 PM
Q2 2020 93 $293M +$15.9M -$49.7M -$33.8M FHI, VO, SCHG, SCHX, MUB 13F-HR 7/15/2020, 01:44 PM
Q1 2020 90 $273M +$60.4M -$4.77M +$55.7M FHI, SPDW, VO, SCHF, SCHG 13F-HR 4/21/2020, 01:32 PM
Q4 2019 70 $334M +$8.57M -$4.29M +$4.28M FHI, VO, SCHF, SCHG, VEA 13F-HR 1/23/2020, 04:14 PM
Q3 2019 66 $322M +$45M -$6.68M +$38.3M FHI, VO, IWR, SCHF, VEA 13F-HR 11/5/2019, 01:56 PM
Q2 2019 72 $287M +$8.54M -$6.59M +$1.95M FHI, VO, VEA, IWR, SCHF 13F-HR 7/16/2019, 10:01 AM
Q1 2019 67 $265M +$14.8M -$5.15M +$9.61M FHI, VO, VEA, IWR, SCHF 13F-HR 5/1/2019, 11:19 AM
Q4 2018 66 $231M +$88.9M -$2.07M +$86.8M FHI, VO, VEA, IWR, SCHF 13F-HR 1/31/2019, 08:25 AM
Q3 2018 56 $158M +$5.66M -$2.67M +$2.99M FHI, VO, VEA, IWR, IWF 13F-HR 10/18/2018, 02:08 PM
Q2 2018 53 $151M +$9.9M -$1.56M +$8.35M FHI, VO, VEA, IWR, IWF 13F-HR 7/24/2018, 07:51 AM
Q1 2018 54 $177M FHI, VO, VEA, IWR, SCHF New Holdings 4/17/2018, 03:00 PM
Q1 2018 53 $177M +$18.5M -$2.27M +$16.3M FHI, VO, VEA, IWR, SCHF 13F-HR 4/17/2018, 02:17 PM
Q4 2017 45 $173M +$2.69M -$6.34M -$3.65M FHI, VEA, VO, IWR, SCHF 13F-HR 1/22/2018, 01:25 PM
Q3 2017 42 $155M +$797K -$3.85M -$3.06M FHI, VEA, VO, IWR, SCHF 13F-HR 10/11/2017, 02:13 PM
Q2 2017 45 $152M +$3.09M -$3.22M -$129K FHI, VEA, VO, IWR, SCHF 13F-HR 7/12/2017, 11:49 AM
Q1 2017 46 $146M +$8.82M -$6.43M +$2.39M FHI, VEA, IWR, VO, IWF 13F-HR 4/13/2017, 09:47 AM
Q4 2016 30 $147M +$3.96M -$3.73M +$233K FHI, VEA, IWR, VO, IWF 13F-HR 1/17/2017, 11:29 AM
Q3 2016 33 $154M +$10.3M -$8.74M +$1.53M FHI, VEA, IWR, VO, SCHF 13F-HR 10/18/2016, 03:10 PM
Q2 2016 29 $148M +$4.93M -$563K +$4.37M FHI, IWR, VO, SCHF, VNQ 13F-HR 7/13/2016, 09:10 AM
Q1 2016 27 $143M +$60.1M -$2.29M +$57.8M FHI, IWR, VO, VEA, IWF 13F-HR 4/21/2016, 09:35 AM
Q4 2015 27 $86.3M FHI, IWR, VO, VEA, IWF 13F-HR 2/3/2016, 08:21 AM