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 | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 148 | $843M | +$163M | -$29.9M | +$133M | FHI, SPDW, VO, MMIT, SCHG | 13F-HR | 11/17/2025, 03:18 PM |
| Q2 2025 | 146 | $669M | +$88.5M | -$14.6M | +$73.8M | SPDW, VO, SCHG, MMIT, SCHX | 13F-HR | 7/31/2025, 01:45 PM |
| Q1 2025 | 141 | $552M | +$41M | -$8.68M | +$32.3M | VO, SPDW, MMIT, SCHG, SCHX | 13F-HR | 5/13/2025, 03:04 PM |
| 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 |