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	108	$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	-$58.5M	-$44.8M	FHI, VO, SPDW, SCHG, SCHX	13F-HR	7/31/2023, 03:22 PM
Q1 2023	115	$487M	+$9.44M	-$14.6M	-$5.16M	FHI, VO, SCHG, SPDW, SCHX	13F-HR	5/4/2023, 03:02 PM
Q4 2022	113	$456M	+$118M	-$25.8M	+$92.5M	FHI, VO, SCHG, SPDW, SCHX	13F-HR	2/1/2023, 04:35 PM
Q3 2022	132	$341M	+$8M	-$15M	-$7.01M	FHI, VO, SCHG, MUB, SCHX	13F-HR	10/26/2022, 12:56 PM
Q2 2022	142	$357M	+$22.9M	-$10.9M	+$12M	FHI, VO, MUB, SCHG, SCHX	13F-HR	7/13/2022, 11:07 AM
Q1 2022	149	$392M	+$36.8M	-$14.7M	+$22.1M	FHI, VO, SCHG, SCHX, MUB	13F-HR	5/2/2022, 02:17 PM
Q4 2021	153	$419M	+$12.1M	-$16M	-$3.92M	FHI, VO, SCHG, MUB, SCHX	13F-HR	1/31/2022, 11:41 AM
Q3 2021	147	$387M	+$13.2M	-$5.91M	+$7.31M	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	-$31.4M	-$1.32M	FHI, VO, VNLA, MUB, SCHG	13F-HR	1/21/2021, 09:10 AM
Q3 2020	100	$298M	+$25.3M	-$12.9M	+$12.4M	FHI, VO, MUB, SCHG, SCHX	13F-HR	10/14/2020, 01:58 PM
Q2 2020	93	$293M	+$15.9M	-$52.4M	-$36.5M	FHI, VO, SCHG, SCHX, MUB	13F-HR	7/15/2020, 01:44 PM
Q1 2020	90	$273M	+$60.4M	-$10.3M	+$50.1M	FHI, SPDW, VO, SCHF, SCHG	13F-HR	4/21/2020, 01:32 PM
Q4 2019	70	$335M	+$8.7M	-$4.79M	+$3.91M	FHI, VO, SCHF, SCHG, VEA	13F-HR	1/23/2020, 05:14 PM
Q3 2019	66	$322M	+$45M	-$9.77M	+$35.3M	FHI, VO, IWR, SCHF, VEA	13F-HR	11/5/2019, 02:56 PM
Q2 2019	72	$287M	+$8.54M	-$7.34M	+$1.2M	FHI, VO, VEA, IWR, SCHF	13F-HR	7/16/2019, 10:01 AM
Q1 2019	67	$265M	+$14.8M	-$6.69M	+$8.07M	FHI, VO, VEA, IWR, SCHF	13F-HR	5/1/2019, 11:19 AM
Q4 2018	66	$231M	+$88.9M	-$4.81M	+$84.1M	FHI, VO, VEA, IWR, SCHF	13F-HR	1/31/2019, 09:25 AM
Q3 2018	56	$158M	+$5.66M	-$3.81M	+$1.85M	FHI, VO, VEA, IWR, IWF	13F-HR	10/18/2018, 02:08 PM
Q2 2018	53	$151M	+$9.63M	-$4.77M	+$4.87M	FHI, VO, VEA, IWR, IWF	13F-HR	7/24/2018, 07:51 AM
Q1 2018	54	$177M	$0	$0		FHI, VO, VEA, IWR, SCHF	New Holdings	4/17/2018, 03:00 PM
Q1 2018	54	$177M	+$18.5M	-$5.76M	+$12.8M	FHI, VO, VEA, IWR, SCHF	13F-HR	4/17/2018, 02:17 PM
Q4 2017	45	$173M	+$2.69M	-$6.88M	-$4.19M	FHI, VEA, VO, IWR, SCHF	13F-HR	1/22/2018, 02:25 PM
Q3 2017	42	$155M	+$797K	-$4.75M	-$3.95M	FHI, VEA, VO, IWR, SCHF	13F-HR	10/11/2017, 02:13 PM
Q2 2017	45	$152M	+$3.09M	-$4.95M	-$1.85M	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	-$7.36M	-$3.4M	FHI, VEA, IWR, VO, IWF	13F-HR	1/17/2017, 12:29 PM
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	-$770K	+$4.16M	FHI, IWR, VO, SCHF, VNQ	13F-HR	7/13/2016, 09:10 AM
Q1 2016	27	$143M	+$60.1M	-$3.94M	+$56.2M	FHI, IWR, VO, VEA, IWF	13F-HR	4/21/2016, 09:35 AM
Q4 2015	27	$86.3M	$0	$0		FHI, IWR, VO, VEA, IWF	13F-HR	2/3/2016, 09:21 AM

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