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Schneider Downs Wealth Management Advisors, LP: SCHE 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 SCHE, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 60,826 SCHE 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 60,826 shares
    Change vs previous 13F -5,777 shares

    0.21% of the 13F portfolio, value $2,205,547.

    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 66,603 shares
    Change vs previous 13F +5,093 shares

    0.24% of the 13F portfolio, value $2,194,565.

    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 61,510 shares
    Change vs previous 13F -255 shares

    0.23% of the 13F portfolio, value $2,014,449.

    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 61,765 shares
    Change vs previous 13F -17,295 shares

    0.24% of the 13F portfolio, value $2,061,095.

    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 79,060 shares
    Change vs previous 13F +13,724 shares

    0.36% of the 13F portfolio, value $2,382,865.

    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 65,336 shares
    Change vs previous 13F -29,655 shares

    0.33% of the 13F portfolio, value $1,801,310.

    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 94,991 shares
    Change vs previous 13F -2,400 shares

    0.48% of the 13F portfolio, value $2,529,607.

    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 97,391 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,841,866.

    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).