Notify me when Schneider Downs Wealth Management Advisors, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 156 | $887,148,409 | +$43,336,767 | -$4,163,560 | +$39,173,207 | FHI, SPDW, VO, MMIT, SCHG | 13F-HR | 12 Feb 2026, 15:46 |
| Q3 2025 | 148 | $842,723,159 | +$163,086,583 | -$29,940,014 | +$133,146,569 | FHI, SPDW, VO, MMIT, SCHG | 13F-HR | 17 Nov 2025, 15:18 |
| Q2 2025 | 146 | $668,846,157 | +$88,458,630 | -$14,647,407 | +$73,811,223 | SPDW, VO, SCHG, MMIT, SCHX | 13F-HR | 31 Jul 2025, 13:45 |
| Q1 2025 | 141 | $552,072,112 | +$41,001,066 | -$8,680,579 | +$32,320,487 | VO, SPDW, MMIT, SCHG, SCHX | 13F-HR | 13 May 2025, 15:04 |
| Q4 2024 | 138 | $531,631,605 | +$113,902,718 | -$5,931,245 | +$107,971,473 | VO, SPDW, SCHG, MMIT, SCHX | 13F-HR | 04 Feb 2025, 19:34 |
| Q3 2024 | 143 | $488,551,458 | +$25,982,925 | -$11,965,555 | +$14,017,370 | VO, SPDW, SCHG, MMIT, SCHX | 13F-HR | 06 Nov 2024, 16:06 |
| Q2 2024 | 131 | $449,446,886 | +$33,864,309 | -$19,964,606 | +$13,899,703 | VO, SPDW, SCHG, MMIT, SCHX | 13F-HR | 07 Aug 2024, 15:01 |
| Q1 2024 | 136 | $433,707,309 | +$37,649,900 | -$9,712,621 | +$27,937,279 | SPDW, VO, SCHG, MMIT, SCHX | 13F-HR | 08 May 2024, 15:39 |
| Q4 2023 | 121 | $384,526,484 | +$35,140,755 | -$114,544,098 | -$79,403,343 | SPDW, VO, SCHG, SCHX, MMIT | 13F-HR | 09 Feb 2024, 11:22 |
| Q3 2023 | 108 | $431,725,153 | +$22,378,187 | -$10,082,427 | +$12,295,760 | FHI, VO, SPDW, SCHG, SCHX | 13F-HR | 06 Nov 2023, 16:24 |
| Q2 2023 | 111 | $437,705,170 | +$13,685,044 | -$58,465,849 | -$44,780,805 | FHI, VO, SPDW, SCHG, SCHX | 13F-HR | 31 Jul 2023, 15:22 |
| Q1 2023 | 115 | $486,797,511 | +$9,443,385 | -$14,605,012 | -$5,161,627 | FHI, VO, SCHG, SPDW, SCHX | 13F-HR | 04 May 2023, 15:02 |
| Q4 2022 | 113 | $456,151,013 | +$118,335,282 | -$25,806,002 | +$92,529,280 | FHI, VO, SCHG, SPDW, SCHX | 13F-HR | 01 Feb 2023, 16:35 |
| Q3 2022 | 132 | $341,328,000 | +$7,999,928 | -$15,009,368 | -$7,009,440 | FHI, VO, SCHG, MUB, SCHX | 13F-HR | 26 Oct 2022, 12:56 |
| Q2 2022 | 142 | $357,189,000 | +$22,880,191 | -$10,881,364 | +$11,998,827 | FHI, VO, MUB, SCHG, SCHX | 13F-HR | 13 Jul 2022, 11:07 |
| Q1 2022 | 149 | $392,394,000 | +$36,836,201 | -$14,729,445 | +$22,106,756 | FHI, VO, SCHG, SCHX, MUB | 13F-HR | 02 May 2022, 14:17 |
| Q4 2021 | 153 | $418,564,000 | +$12,120,818 | -$16,045,350 | -$3,924,532 | FHI, VO, SCHG, MUB, SCHX | 13F-HR | 31 Jan 2022, 11:41 |
| Q3 2021 | 147 | $387,111,000 | +$13,222,388 | -$5,913,247 | +$7,309,141 | FHI, VO, SCHG, MUB, VNLA | 13F-HR | 14 Oct 2021, 11:00 |
| Q2 2021 | 138 | $386,070,000 | +$10,840,290 | -$60,974,567 | -$50,134,277 | FHI, VO, VNLA, MUB, SCHG | 13F-HR | 20 Jul 2021, 10:05 |
| Q1 2021 | 134 | $409,142,000 | +$36,276,524 | -$5,591,031 | +$30,685,493 | FHI, VO, VNLA, MUB, SCHG | 13F-HR | 26 Apr 2021, 17:30 |
| Q4 2020 | 94 | $359,147,000 | +$30,096,639 | -$31,415,422 | -$1,318,783 | FHI, VO, VNLA, MUB, SCHG | 13F-HR | 21 Jan 2021, 09:10 |
| Q3 2020 | 100 | $298,182,000 | +$25,268,961 | -$12,913,810 | +$12,355,151 | FHI, VO, MUB, SCHG, SCHX | 13F-HR | 14 Oct 2020, 13:58 |
| Q2 2020 | 93 | $292,705,000 | +$15,900,617 | -$52,369,293 | -$36,468,676 | FHI, VO, SCHG, SCHX, MUB | 13F-HR | 15 Jul 2020, 13:44 |
| Q1 2020 | 90 | $272,807,000 | +$60,447,805 | -$10,321,764 | +$50,126,041 | FHI, SPDW, VO, SCHF, SCHG | 13F-HR | 21 Apr 2020, 13:32 |
| Q4 2019 | 70 | $335,130,000 | +$8,696,897 | -$4,787,730 | +$3,909,167 | FHI, VO, SCHF, SCHG, VEA | 13F-HR | 23 Jan 2020, 17:14 |
| Q3 2019 | 66 | $321,624,000 | +$45,030,504 | -$9,774,927 | +$35,255,577 | FHI, VO, IWR, SCHF, VEA | 13F-HR | 05 Nov 2019, 14:56 |
| Q2 2019 | 72 | $286,562,000 | +$8,538,955 | -$7,339,031 | +$1,199,924 | FHI, VO, VEA, IWR, SCHF | 13F-HR | 16 Jul 2019, 10:01 |
| Q1 2019 | 67 | $265,239,000 | +$14,759,948 | -$6,685,994 | +$8,073,954 | FHI, VO, VEA, IWR, SCHF | 13F-HR | 01 May 2019, 11:19 |
| Q4 2018 | 66 | $231,398,000 | +$88,918,606 | -$4,806,714 | +$84,111,892 | FHI, VO, VEA, IWR, SCHF | 13F-HR | 31 Jan 2019, 09:25 |
| Q3 2018 | 56 | $157,900,000 | +$5,659,964 | -$3,807,597 | +$1,852,367 | FHI, VO, VEA, IWR, IWF | 13F-HR | 18 Oct 2018, 14:08 |
| Q2 2018 | 53 | $150,554,000 | +$9,634,810 | -$4,767,612 | +$4,867,198 | FHI, VO, VEA, IWR, IWF | 13F-HR | 24 Jul 2018, 07:51 |
| Q1 2018 | 54 | $177,312,000 | $0 | $0 | $0 | FHI, VO, VEA, IWR, SCHF | New Holdings | 17 Apr 2018, 15:00 |
| Q1 2018 | 54 | $177,312,000 | +$18,530,060 | -$5,755,296 | +$12,774,764 | FHI, VO, VEA, IWR, SCHF | 13F-HR | 17 Apr 2018, 14:17 |
| Q4 2017 | 45 | $173,004,000 | +$2,687,155 | -$6,877,542 | -$4,190,387 | FHI, VEA, VO, IWR, SCHF | 13F-HR | 22 Jan 2018, 14:25 |
| Q3 2017 | 42 | $155,159,000 | +$796,829 | -$4,748,882 | -$3,952,053 | FHI, VEA, VO, IWR, SCHF | 13F-HR | 11 Oct 2017, 14:13 |
| Q2 2017 | 45 | $152,350,000 | +$3,094,333 | -$4,948,989 | -$1,854,656 | FHI, VEA, VO, IWR, SCHF | 13F-HR | 12 Jul 2017, 11:49 |
| Q1 2017 | 46 | $146,217,000 | +$8,821,019 | -$6,429,273 | +$2,391,746 | FHI, VEA, IWR, VO, IWF | 13F-HR | 13 Apr 2017, 09:47 |
| Q4 2016 | 30 | $147,079,000 | +$3,959,016 | -$7,361,339 | -$3,402,323 | FHI, VEA, IWR, VO, IWF | 13F-HR | 17 Jan 2017, 12:29 |
| Q3 2016 | 33 | $154,410,000 | +$10,264,291 | -$8,738,034 | +$1,526,257 | FHI, VEA, IWR, VO, SCHF | 13F-HR | 18 Oct 2016, 15:10 |
| Q2 2016 | 29 | $148,250,000 | +$4,934,445 | -$770,457 | +$4,163,988 | FHI, IWR, VO, SCHF, VNQ | 13F-HR | 13 Jul 2016, 09:10 |
| Q1 2016 | 27 | $143,470,000 | +$60,121,540 | -$3,935,445 | +$56,186,095 | FHI, IWR, VO, VEA, IWF | 13F-HR | 21 Apr 2016, 09:35 |
| Q4 2015 | 27 | $86,284,000 | $0 | $0 | $0 | FHI, IWR, VO, VEA, IWF | 13F-HR | 03 Feb 2016, 09:21 |