Schnieders Capital Management LLC
Schnieders Capital Management LLC is an SEC-registered investment advisory firm headquartered in Pasadena, California. Founded by the Schnieders family, it serves high-net-worth individuals, family offices, foundations, and institutions, providing investment management and related wealth advisory services. The firm is led by experienced professionals and focuses on serving clients primarily in the United States.
Investment Strategy
Schnieders Capital Management employs a client-centric, long-term investment approach, combining fundamental research with prudent asset allocation. The firm manages diversified portfolios across equity, fixed income, and alternative assets, emphasizing risk management, capital preservation, and alignment with each client’s unique objectives. Their strategy focuses on direct account management, personalized advice, and responsiveness to changing markets, catering especially to high-net-worth individuals and families.
Top Holdings
Equity Positions (223)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.66% | $55.1M | 110,674 | $144.53 | $497.41 | +$15.2M |
A AAPL | APPLE INC | 4.98% | $28.4M | 138,285 | $66.01 | $205.17 | -$5.1M |
A AMZN | AMAZON COM INC | 4.27% | $24.3M | 110,945 | $129.43 | $219.39 | +$6.8M |
M META | META PLATFORMS INC | 3.77% | $21.5M | 29,084 | $365.94 | $738.09 | +$8.9M |
Q QQQ | INVESCO QQQ TR | 3.66% | $20.9M | 37,837 | $278.56 | $551.64 | +$3.1M |