Schneider Downs Wealth Management Advisors, LP
Q4 2024 13F Holdings
- Locationpittsburgh, PA
- Num holdings
138
- Value ($000)
$531,632
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001665359
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $57.42M | 11 % | 217,378 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $50.07M | 9 % | 1,467,162 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $42.53M | 8 % | 1,526,033 | ||
MMIT NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 | $36.53M | 7 % | 1,521,376 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $34.70M | 7 % | 1,496,816 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $28.53M | 5 % | 267,739 | ||
IJT ISHARES TR | S&P SML 600 GWT | 464287887 | $22.07M | 4 % | 163,028 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $18.43M | 4 % | 376,817 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $16.78M | 3 % | 41,779 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $14.13M | 3 % | 270,625 |
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