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

Schneider Downs Wealth Management Advisors, LP held 451,823 SCHM 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 451,823 shares
    Change vs previous 13F -8,475 shares

    1.57% of the 13F portfolio, value $16,658,721.

    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 460,298 shares
    Change vs previous 13F +11,821 shares

    1.57% of the 13F portfolio, value $14,250,831.

    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 448,477 shares
    Change vs previous 13F +7,297 shares

    1.52% of the 13F portfolio, value $13,485,718.

    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 441,180 shares
    Change vs previous 13F -4,909 shares

    1.55% of the 13F portfolio, value $13,076,572.

    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 446,089 shares
    Change vs previous 13F +119,656 shares

    1.87% of the 13F portfolio, value $12,512,801.

    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 326,433 shares
    Change vs previous 13F +38,434 shares

    1.55% of the 13F portfolio, value $8,552,546.

    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 287,999 shares
    Change vs previous 13F +203,188 shares

    1.5% of the 13F portfolio, value $7,980,455.

    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 84,811 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $7,046,951.

    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).