Schneider Downs Wealth Management Advisors, LP Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$531.6M
Holdings
138
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (138 positions)
| Stock | Value |
|---|---|
VOVANGUARD INDEX FDS | $57.4M |
SPDWSPDR INDEX SHS FDS | $50.1M |
SCHGSCHWAB STRATEGIC TR | $42.5M |
MMITNEW YORK LIFE INVTS ACTIVE E | $36.5M |
SCHXSCHWAB STRATEGIC TR | $34.7M |
MUBISHARES TR | $28.5M |
IJTISHARES TR | $22.1M |
VNLAJANUS DETROIT STR TR | $18.4M |
IWFISHARES TR | $16.8M |
IEMGISHARES INC | $14.1M |
FTRBFEDERATED HERMES ETF TRUST | $11.0M |
VOOVANGUARD INDEX FDS | $10.6M |
MSFTMICROSOFT CORP | $9.8M |
IJRISHARES TR | $9.7M |
JPIEJ P MORGAN EXCHANGE TRADED F | $8.2M |
VEAVANGUARD TAX-MANAGED FDS | $8.2M |
SCHMSCHWAB STRATEGIC TR | $8.0M |
FBNDFIDELITY MERRIMACK STR TR | $7.7M |
AAPLAPPLE INC | $7.2M |
MMINNEW YORK LIFE INVTS ACTIVE E | $7.0M |
EFAISHARES TR | $6.7M |
IWRISHARES TR | $6.7M |
VTEBVANGUARD MUN BD FDS | $5.6M |
SCHVSCHWAB STRATEGIC TR | $5.0M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $4.2M |
IVVISHARES TR | $3.4M |
RJFRAYMOND JAMES FINL INC | $3.3M |
FHIFEDERATED HERMES INC | $3.3M |
SPYSPDR S&P 500 ETF TR | $3.0M |
SCHESCHWAB STRATEGIC TR | $2.5M |
DSIISHARES TR | $2.5M |
SPYMSPDR SER TR | $2.3M |
SCHFSCHWAB STRATEGIC TR | $2.3M |
PNCPNC FINL SVCS GROUP INC | $2.1M |
CBZCBIZ INC | $1.9M |
IVWISHARES TR | $1.9M |
VTIVANGUARD INDEX FDS | $1.9M |
ETNEATON CORP PLC | $1.8M |
BNBROOKFIELD CORP | $1.8M |
GQ9SPDR GOLD TR | $1.8M |
XOMEXXON MOBIL CORP | $1.7M |
RELYREMITLY GLOBAL INC | $1.7M |
GTOINVESCO ACTIVELY MANAGED EXC | $1.7M |
JPMJPMORGAN CHASE & CO. | $1.6M |
AQLTISHARES TR | $1.6M |
AKXANSYS INC | $1.6M |
GOOGLALPHABET INC | $1.6M |
IJHISHARES TR | $1.5M |
PRCHPORCH GROUP INC | $1.4M |
FMNBFARMERS NATIONAL BANC CORP | $1.3M |
AMZNAMAZON COM INC | $1.3M |
SCHASCHWAB STRATEGIC TR | $1.2M |
JGROJ P MORGAN EXCHANGE TRADED F | $1.2M |
VNQVANGUARD INDEX FDS | $1.2M |
IVEISHARES TR | $1.1M |
SUSBISHARES TR | $1.1M |
NVDANVIDIA CORPORATION | $1.0M |
VVISA INC | $980K |
GOOGALPHABET INC | $940K |
VONGVANGUARD SCOTTSDALE FDS | $923K |
ESGDISHARES TR | $876K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $827K |
PCARPACCAR INC | $781K |
METAMETA PLATFORMS INC | $751K |
AMGNAMGEN INC | $712K |
WMTWALMART INC | $699K |
COSTCOSTCO WHSL CORP NEW | $692K |
MDYGSPDR SER TR | $689K |
IWMISHARES TR | $681K |
SUSCISHARES TR | $678K |
EFGISHARES TR | $676K |
KKRKKR & CO INC | $665K |
DONSPDR DOW JONES INDL AVERAGE | $622K |
ORCLORACLE CORP | $614K |
NDQINVESCO QQQ TR | $610K |
SCHZSCHWAB STRATEGIC TR | $592K |
ESGEISHARES INC | $591K |
IWOISHARES TR | $586K |
VBKVANGUARD INDEX FDS | $584K |
NUSCNUSHARES ETF TR | $558K |
NFLXNETFLIX INC | $558K |
VBVANGUARD INDEX FDS | $554K |
MCDMCDONALDS CORP | $550K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $521K |
IJSISHARES TR | $512K |
IYEISHARES TR | $499K |
IJKISHARES TR | $493K |
MFCMANULIFE FINL CORP | $488K |
GDXVANECK ETF TRUST | $483K |
BIPBROOKFIELD INFRAST PARTNERS | $478K |
IJJISHARES TR | $478K |
TRSTRIMAS CORP | $454K |
PKOHPARK-OHIO HLDGS CORP | $454K |
JNJJOHNSON & JOHNSON | $449K |
VIGVANGUARD SPECIALIZED FUNDS | $423K |
XLKSELECT SECTOR SPDR TR | $411K |
FDVFEDERATED HERMES ETF TRUST | $405K |
OEFISHARES TR | $398K |
UBERUBER TECHNOLOGIES INC | $390K |
LULULULULEMON ATHLETICA INC | $388K |
Page 1 of 2Next