Managers / Q1 2021 · view latest →
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359 · ONE PPG PLACE, SUITE 1700, PITTSBURGH, PA, 15222 · 412-697-5200
Reported Value
$409M
Q1 2021
Positions
134
Filings on Record
30
2019–present window
Filed
Apr 26, 2021
original filing
Summary
Schneider Downs Wealth Management Advisors, Lp reported $409M in U.S.-listed holdings across 134 positions for Q1 2021.
The portfolio is heavily concentrated: FHI alone accounts for 38.2% of reported value.
Compared with Q4 2020, the fund opened 42 new positions and exited 2.
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 — Q1 2021
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 ↗.