Schneider Downs Wealth Management Advisors, LP
Holdings in FHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $138,654,755 | 2,662,853 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $137,991,667 | 2,657,263 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $3,537,666 | 79,821 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $3,649,078 | 89,504 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,266,600 | 79,460 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $3,342,907 | 90,914 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $2,274,704 | 69,182 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,527,605 | 69,978 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $2,557,005 | 75,517 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $107,453,252 | 3,172,520 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $112,755,384 | 3,145,199 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $179,310,076 | 4,467,117 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $163,551,786 | 4,504,318 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $107,150,519 | 3,235,221 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $104,421,153 | 3,284,717 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $111,438,495 | 3,271,829 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $121,769,947 | 3,240,286 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $109,152,972 | 3,358,553 | Shares | Sole | 2021-10-14 |
| 2021-06-30 | $116,658,097 | 3,440,227 | Shares | Sole | 2021-07-20 |
| 2021-03-31 | $156,319,774 | 4,994,242 | Shares | Sole | 2021-04-26 |
| 2020-12-31 | $147,994,716 | 5,122,697 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $126,735,005 | 5,891,911 | Shares | Sole | 2020-10-14 |
| 2020-06-30 | $148,601,867 | 6,270,121 | Shares | Sole | 2020-07-15 |
| 2020-03-31 | $121,341,146 | 6,369,614 | Shares | Sole | 2020-04-21 |