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Schneider Downs Wealth Management Advisors, LPETFConcentrated long-term

CIK: 0001665359 | Pittsburgh, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR181$1.1B2026-10-27SEC ↗
Q2 2026
13F-HR177$1.1B2026-08-05SEC ↗
Q1 2026
13F-HR156$906.8M2026-05-15SEC ↗
Q4 2025
13F-HR156$887.1M2026-02-12SEC ↗
Q3 2025
13F-HR148$842.7M2025-11-17SEC ↗
Q2 2025
13F-HR146$668.8M2025-07-31SEC ↗
Q1 2025
13F-HR141$552.1M2025-05-13SEC ↗
Q4 2024
13F-HR145$531.6M2025-02-05SEC ↗
Q3 2024
13F-HR146$488.6M2024-11-06SEC ↗
Q2 2024
13F-HR133$449.4M2024-08-07SEC ↗
Q1 2024
13F-HR136$433.7M2024-05-08SEC ↗
Q4 2023
13F-HR121$384.5M2024-02-09SEC ↗
Q3 2023
13F-HR108$431.7M2023-11-06SEC ↗
Q2 2023
13F-HR111$437.7M2023-07-31SEC ↗
Q1 2023
13F-HR115$486.8M2023-05-04SEC ↗
Q4 2022
13F-HR113$456.2M2023-02-01SEC ↗
Q3 2022
13F-HR132$5.9M2022-10-26SEC ↗
Q2 2022
13F-HR142$5.4M2022-07-13SEC ↗
Q1 2022
13F-HR149$5.0M2022-05-02SEC ↗
Q4 2021
13F-HR153$5.2M2022-01-31SEC ↗
Q3 2021
13F-HR147$4.7M2021-10-14SEC ↗
Q2 2021
13F-HR138$4.5M2021-07-20SEC ↗
Q1 2021
13F-HR134$4.1M2021-04-26SEC ↗
Q4 2020
13F-HR94$2.5M2021-01-21SEC ↗
Q3 2020
13F-HR100$2.4M2020-10-14SEC ↗
Q2 2020
13F-HR93$2.5M2020-07-15SEC ↗
Q1 2020
13F-HR90$2.0M2020-04-21SEC ↗
Q4 2019
13F-HR70$1.9M2020-01-23SEC ↗
Q3 2019
13F-HR66$1.5M2019-11-05SEC ↗
Q2 2019
13F-HR72$2.6M2019-07-16SEC ↗
Q1 2019
13F-HR67$1.0M2019-05-01SEC ↗
Q4 2018
13F-HR66$634.0K2019-01-31SEC ↗
Q3 2018
13F-HR56$157.9K2018-10-18SEC ↗
Q2 2018
13F-HR53$150.6K2018-07-24SEC ↗
Q1 2018Amended
13F-HR/A53$177.0K2018-04-17SEC ↗
Q4 2017
13F-HR45$173.0K2018-01-22SEC ↗
Q3 2017
13F-HR42$155.2K2017-10-11SEC ↗
Q2 2017
13F-HR45$152.4K2017-07-12SEC ↗
Q1 2017
13F-HR46$146.2K2017-04-13SEC ↗
Q4 2016
13F-HR30$147.1K2017-01-17SEC ↗
Q3 2016
13F-HR33$154.4K2016-10-18SEC ↗
Q2 2016
13F-HR29$148.3K2016-07-13SEC ↗
Q1 2016
13F-HR27$143.5K2016-04-21SEC ↗
Q4 2015
13F-HR27$86.3K2016-02-03SEC ↗