| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FEDERATED INVS INC PA | 35 | Q2 2024 | 70.0% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 10.3% |
| ISHARES TR | 35 | Q2 2024 | 9.8% |
| VANGUARD TAX-MANAGED INTL FD | 35 | Q2 2024 | 8.3% |
| ISHARES TR | 35 | Q2 2024 | 4.7% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 2.5% |
| ISHARES TR | 35 | Q2 2024 | 1.9% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 0.8% |
| SPDR SER TR | 34 | Q2 2024 | 2.5% |
View Schneider Downs Wealth Management Advisors, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-07-31 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-13 |
View Schneider Downs Wealth Management Advisors, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.