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| Happy Holidays!! thanks for using AUM13F!! |
| Schnieders Capital Management LLC
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| CRD # | 120952 |
| SEC # | 801-61219 |
| CIK # | 0001603937 |
| AUM | $864.4 M (2025-06-10) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 626-584-6168 |
| Address | 200 South Los Robles Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001603937 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 55.1 | ||
| Apple Inc | 28.4 | ||
| Amazon Com Inc | 24.3 | ||
| Facebook Inc | 21.5 | ||
| Alphabet Inc | 19.4 | ||
| Nvidia Corp | 18.9 | ||
| J P Morgan Chase & Co | 17.6 | ||
| Alphabet Inc | 14.5 | ||
| Oracle Corp | 11.6 | ||
| Johnson & Johnson | 11.3 | ||
| International Business Machines Corp | 10.9 | ||
| Bank of America Corp /DE/ | 9.0 | ||
| Wal Mart Stores Inc | 8.9 | ||
| Costco Wholesale Corp /NEW | 8.4 | ||
| Apollo Global Management Inc | 8.0 | ||
| Chevron Corp | 7.3 | ||
| Amgen Inc | 7.2 | ||
| Dominion Resources Inc /VA/ | 7.0 | ||
| Abbott Laboratories | 6.8 | ||
| Waste Management Inc | 6.7 | ||
| VISA Inc | 6.5 | ||
| Lilly Eli & Co | 6.2 | ||
| Southern Co | 5.4 | ||
| PepsiCo Inc | 5.0 | ||
| Procter & Gamble Co | 4.8 | ||
| Union Pacific Corp | 4.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 88.7 |
| (b) Individuals (high net worth individuals) | 210 | 685.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 12.1 |
| (h) Charitable organizations | 3 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.8 |
| (n) Other | 7 | 73.7 |
| Total | 1,099 | 864.4 |
| By Discretionary | ||
| Discretionary | 1,046 | 820.6 |
| Non-Discretionary | 53 | 43.8 |
| Total | 1,099 | 864.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 864.4 | |
| Total | 1,099 | 864.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001603937] |
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|---|---|---|
|
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MA | 0.9 |
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