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Schneider Downs Wealth Management Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$901K Buy
38,910
+603
+2% +$13.9K 0.08% 81
2026
Q1 		$886K Buy
38,307
+554
+1% +$12.9K 0.1% 74
2025
Q4 		$883K Sell
37,753
-1,158
-3% -$27.2K 0.1% 73
2025
Q3 		$917K Buy
38,911
+2,292
+6% +$53.4K 0.11% 74
2025
Q2 		$851K Buy
36,619
+6,737
+23% +$154K 0.13% 71
2025
Q1 		$689K Hold
29,882
– – 0.12% 66
2024
Q4 		$679K Buy
29,882
+19,179
+179% +$444K 0.13% 70
2024
Q3 		$255K Sell
10,703
-476
-4% -$11.1K 0.05% 122
2024
Q2 		$254K Hold
11,179
– – 0.06% 114
2024
Q1 		$257K Sell
11,179
-71
-0.6% -$1.63K 0.06% 115
2023
Q4 		$262K Buy
11,250
+439
+4% +$9.7K 0.07% 95
2023
Q3 		$235K Hold
10,811
– – 0.05% 97
2023
Q2 		$246K Buy
10,811
+702
+7% +$16K 0.06% 100
2023
Q1 		$233K Hold
10,109
– – 0.05% 104
2022
Q4 		$225K Buy
+10,109
New +$224K 0.05% 104

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 38,910 shares worth $901K. The position accounts for 0.08% of the portfolio, ranked #81.

Schneider Downs Wealth Management Advisors first reported a position in SUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $917K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 38,910 shares of iShares ESG Aware USD Corporate Bond ETF worth $901K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 603 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $13.9K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.08% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #81 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Schneider Downs Wealth Management Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $917K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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