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S&p Global shares owned by Schneider Downs Wealth Management Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Schneider Downs Wealth Management Advisors from 13F filings

Historical chart of Schneider Downs Wealth Management Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Schneider Downs Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 546 486.71
2021-12-31 $286k 605 472.73
2021-09-30 $272k 639 425.67

More positions owned by Schneider Downs Wealth Management Advisors

Federated Hermes CL B (FHI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr National Mun Etf (MUB)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Schneider Downs Wealth Management Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global