Schneider Downs Wealth Management Advisors, LP
Position in PCAR — Paccar Inc
CIK 1665359
Pittsburgh, PA
Position in PCAR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$362,281
+$13,933 QoQ
Shares Held
3,016
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#687
of 1,090 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Schneider Downs Wealth Management Advisors, LP holds $1,445,284 across 2 Farm & Heavy Construction Machinery names. PCAR ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,017 | $1,083,003 | |
| 2 | PCAR |
Paccar Inc
This page
|
3,016 | $362,281 |
All Filings in PCAR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,281 | 3,016 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $348,348 | 3,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $330,282 | 3,016 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $296,533 | 3,016 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $286,700 | 3,016 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $293,667 | 3,016 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $781,814 | 7,516 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $976,043 | 9,891 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,018,179 | 9,891 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,232,581 | 9,949 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $965,856 | 9,891 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $382,590 | 4,500 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $376,425 | 4,500 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $329,400 | 4,500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $296,910 | 3,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $251,069 | 3,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $247,019 | 3,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $264,209 | 3,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $264,780 | 3,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $236,759 | 3,000 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $268,821 | 3,012 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $278,760 | 3,000 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $263,326 | 3,052 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $255,839 | 3,000 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $224,550 | 3,000 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||