Managers / Q4 2018 · view latest →
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359 · ONE PPG PLACE, SUITE 1700, PITTSBURGH, PA, 15222 · 412-697-5200
Reported Value
$231M
Q4 2018
Positions
66
Filings on Record
30
2019–present window
Filed
Jan 31, 2019
original filing
Summary
Schneider Downs Wealth Management Advisors, Lp reported $231M in U.S.-listed holdings across 66 positions for Q4 2018.
The portfolio is heavily concentrated: FHI alone accounts for 60.0% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $907M | 156 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $887M | 156 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $843M | 148 | Nov 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $669M | 146 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $552M | 141 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $532M | 145 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $489M | 146 | Nov 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $449M | 133 | Aug 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $434M | 136 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $385M | 121 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $432M | 108 | Nov 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $438M | 111 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $487M | 115 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $456.2B | 113 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $341M | 132 | Oct 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $358M | 142 | Jul 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $392M | 149 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $419M | 153 | Jan 31, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $387M | 147 | Oct 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $386M | 138 | Jul 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $409M | 134 | Apr 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $359M | 94 | Jan 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $298M | 100 | Oct 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $293M | 93 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $273M | 90 | Apr 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $335M | 70 | Jan 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $322M | 66 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $287M | 72 | Jul 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $265M | 67 | May 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $231M | 66 | Jan 31, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.