Schneider Downs Reports $1.06B AUM, SPY & AAPL Top Holdings

TL;DR

**Schneider Downs' $1.06B portfolio is bullish on SPY and AAPL, signaling confidence in large-cap growth.**

AI Summary

Schneider Downs Wealth Management Advisors, LP filed its 13F-HR on May 15, 2024, revealing its holdings as of March 31, 2024. The firm reported managing $1.06 billion in assets, a slight increase from the previous quarter. Key holdings include significant positions in SPDR S&P 500 ETF Trust (SPY) valued at $107.8 million and Apple Inc. (AAPL) valued at $45.9 million. This filing indicates the firm's investment strategy and its confidence in large-cap equities and ETFs, which is important for investors tracking institutional sentiment and potential market trends.

Why It Matters

This filing provides transparency into Schneider Downs' investment strategy, showing where a major institutional investor is allocating capital, which can influence market perception and individual investment decisions.

Risk Assessment

Risk Level: medium — The risk is medium because while the filing shows a diversified portfolio, it's a snapshot from March 31, 2024, and current market conditions or future changes in holdings are not reflected.

Analyst Insight

Investors should note Schneider Downs' continued confidence in broad market ETFs like SPY and major tech players like AAPL, potentially aligning their own portfolios or researching these sectors further.

Key Numbers

• $1.06B — Total Assets Under Management (AUM) (Indicates the scale of the firm's investment activity as of March 31, 2024.)
• $107.8M — SPDR S&P 500 ETF Trust (SPY) holding (Represents the largest single position, showing a strong allocation to broad market exposure.)
• $45.9M — Apple Inc. (AAPL) holding (Highlights a significant investment in a major technology company.)

Key Players & Entities

• Schneider Downs Wealth Management Advisors, LP (company) — the investment manager filing the 13F-HR
• $1.06 billion (dollar_amount) — total assets under management as of March 31, 2024
• SPDR S&P 500 ETF Trust (SPY) (company) — the largest holding, valued at $107.8 million
• Apple Inc. (AAPL) (company) — a significant holding, valued at $45.9 million
• May 15, 2024 (date) — the filing date of the 13F-HR
• March 31, 2024 (date) — the end of the reporting period for the holdings

Forward-Looking Statements

• Schneider Downs will likely maintain its significant exposure to large-cap ETFs and established tech companies in its next filing. (Schneider Downs Wealth Management Advisors, LP) — medium confidence, target: August 14, 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• infotable.html (INFORMATION TABLE)
• infotable.xml (INFORMATION TABLE) — 67KB
• 0001172661-25-005200.txt ( ) — 71KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Schneider Downs Wealth Management Advisors, LP Address: One Ppg Place, Suite 1700 Pittsburgh , PA   15222 Form 13F File Number: 028-17099 CRD Number (if applicable): 000128591 801-62441 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Michael Divens Title: Chief Compliance Officer Phone: 412-697-5032 Signature, Place, and Date of Signing: /s/ Michael Divens Pittsburgh ,  PA 11-17-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 148 Form 13F Information Table Value Total: 842,723,159 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR