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SCHNIEDERS CAPITAL MANAGEMENT, LLC. - Portfolio Stock Holdings

SCHNIEDERS CAPITAL MANAGEMENT, LLC. disclosed 248 stock positions in a recent SEC 13F filing. $754,554,390 of stock holdings were filed, with the largest holdings including AAPL, SGOV, and GOOGL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,061,760,422 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

248

Est. Stock Holding Value:

$754,554,390

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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