SDWMA
LOAN

Schneider Downs Wealth Management Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
+48,350
New +$211K 0.02% 163
2021
Q4 		– Sell
-48,497
Closed -$330K – 157
2021
Q3 		$330K Buy
+48,497
New +$314K 0.09% 100

Other funds holding LOAN

MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's LOAN Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in Manhattan Bridge Capital (LOAN) in Q2 2026: 48,350 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in LOAN as recently as Q3 2021.

Schneider Downs Wealth Management Advisors first reported a position in LOAN in Q3 2021 and has held it in 2 quarters since. The position peaked at $330K in Q3 2021. 44 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 48,350 shares of Manhattan Bridge Capital worth $219K as of Q2 2026.
  • Manhattan Bridge Capital was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
  • Manhattan Bridge Capital made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #163 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Manhattan Bridge Capital in Q3 2021 and has held it in 2 quarters since.
  • Schneider Downs Wealth Management Advisors's Manhattan Bridge Capital position peaked at $330K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.