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Schneider Downs Wealth Management Advisors, LP: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on SCHA, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 46,750 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,750 shares
    Change vs previous 13F -234 shares

    0.16% of the 13F portfolio, value $1,689,078.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,984 shares
    Change vs previous 13F -280 shares

    0.15% of the 13F portfolio, value $1,366,295.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,264 shares
    Change vs previous 13F +17 shares

    0.15% of the 13F portfolio, value $1,346,079.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,247 shares
    Change vs previous 13F -755 shares

    0.16% of the 13F portfolio, value $1,318,192.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,002 shares
    Change vs previous 13F -1,376 shares

    0.18% of the 13F portfolio, value $1,214,451.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,378 shares
    Change vs previous 13F +1,376 shares

    0.21% of the 13F portfolio, value $1,156,927.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,002 shares
    Change vs previous 13F +22,910 shares

    0.23% of the 13F portfolio, value $1,241,332.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,092 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,292,238.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).