Schneider Downs Wealth Management Advisors, LP
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1665359
Pittsburgh, PA
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$696,868
+$39,602 QoQ
Shares Held
1,334
-6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#720
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,868 | 1,334 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $657,266 | 1,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $681,928 | 1,419 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $677,987 | 1,462 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $644,230 | 1,462 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $613,864 | 1,462 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $622,081 | 1,462 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $618,601 | 1,462 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $571,832 | 1,462 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $581,525 | 1,462 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $550,983 | 1,462 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $489,696 | 1,462 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $502,708 | 1,462 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $486,290 | 1,462 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $484,404 | 1,462 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $420,032 | 1,462 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $450,032 | 1,462 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $454,347 | 1,310 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $475,949 | 1,310 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $443,159 | 1,310 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $451,884 | 1,310 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $432,535 | 1,310 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $280,409 | 917 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $254,467 | 917 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $236,466 | 917 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $201,033 | 917 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||