Long-term investor
Schneider Downs Wealth Management Advisors, LP @schneiderdownswealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001665359).
Record
- Tracked since 2025-06-30 (454 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +953.2% · all +953.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FHI · 18.4% · long · since 2025-06-30
- 78463X889 · 8.6% · long · since 2025-06-30
- 922908629 · 7.6% · long · since 2025-06-30
- 45409F827 · 6.1% · long · since 2025-06-30
- 808524300 · 5.3% · long · since 2025-06-30
- 46434G103 · 5.1% · long · since 2025-06-30
- 808524201 · 4.0% · long · since 2025-06-30
- 464288414 · 3.9% · long · since 2025-06-30
- 47103U886 · 3.1% · long · since 2025-06-30
- 464287887 · 2.8% · long · since 2025-06-30
- 46641Q159 · 2.3% · long · since 2025-06-30
- 464287614 · 1.9% · long · since 2025-06-30