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

Schneider Downs Wealth Management Advisors, LP held 1,434,461 SCHX 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 1,434,461 shares
    Change vs previous 13F +6,684 shares

    3.97% of the 13F portfolio, value $42,216,200.

    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 1,427,777 shares
    Change vs previous 13F +7,329 shares

    4.04% of the 13F portfolio, value $36,608,207.

    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 1,420,448 shares
    Change vs previous 13F +13,031 shares

    4.31% of the 13F portfolio, value $38,224,266.

    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 1,407,417 shares
    Change vs previous 13F -142,811 shares

    4.4% of the 13F portfolio, value $37,071,353.

    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 1,550,228 shares
    Change vs previous 13F +41,957 shares

    5.66% of the 13F portfolio, value $37,887,566.

    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 1,508,271 shares
    Change vs previous 13F +11,455 shares

    6.03% of the 13F portfolio, value $33,302,614.

    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 1,496,816 shares
    Change vs previous 13F +1,021,002 shares

    6.53% of the 13F portfolio, value $34,696,187.

    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 475,814 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $32,283,947.

    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).