Schneider Downs Wealth Management Advisors, LP
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,077,024
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 181 | 1,077,024 | 13F-HR | Schneider Downs Wealth Management Advisors, LP |
| Q2 2026 | 8/5/2026 | 177 | 1,064,313 | 13F-HR | Schneider Downs Wealth Management Advisors, LP |
| Q1 2026 | 5/14/2026 | 156 | 906,840 | 13F-HR | Schneider Downs Wealth Management Advisors, LP |
| Q4 2025 | 2/12/2026 | 156 | 887,148 | 13F-HR | Schneider Downs Wealth Management Advisors, LP |
| Q3 2025 | 11/17/2025 | 148 | 842,723 | 13F-HR | Schneider Downs Wealth Management Advisors, LP |
| Q2 2025 | 7/31/2025 | 146 | 668,846 | 13F-HR | Schneider Downs Wealth Management Advisors, LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 305.5 K | 28.4% | 0 | 49.15 K | -49.15 K |
| ETFs | 771.5 K | 71.6% | 61.86 K | 0 | 61.86 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
1,077,024
Holdings
181
QoQ value change ($000)
12,711
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.