SCHNIEDERS CAPITAL MANAGEMENT, LLC. - Portfolio overview

SCHNIEDERS CAPITAL MANAGEMENT, LLC. has 235 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP COM, 6.15%
2. SGOV - ISHARES 0-3 MONTH TREASURY BOND ETF, 5.67%
3. AAPL - APPLE INC COM, 5.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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