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

Schneider Downs Wealth Management Advisors, LP held 285,387 SCHV 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 285,387 shares
    Change vs previous 13F -5,478 shares

    0.93% of the 13F portfolio, value $9,934,339.

    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 290,865 shares
    Change vs previous 13F -1,454 shares

    0.98% of the 13F portfolio, value $8,871,390.

    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 292,319 shares
    Change vs previous 13F -1,102 shares

    0.98% of the 13F portfolio, value $8,655,569.

    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 293,421 shares
    Change vs previous 13F -2,550 shares

    1.01% of the 13F portfolio, value $8,541,486.

    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 295,971 shares
    Change vs previous 13F +104,747 shares

    1.22% of the 13F portfolio, value $8,189,507.

    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 191,224 shares
    Change vs previous 13F +981 shares

    0.92% of the 13F portfolio, value $5,082,745.

    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 190,243 shares
    Change vs previous 13F +135,338 shares

    0.93% of the 13F portfolio, value $4,959,646.

    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 54,905 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,412,749.

    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).