$154 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 33 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHI | Sell | FEDERATED INVS INC PAcl b | $95,561,000 | -4.6% | 3,225,137 | -7.3% | 61.89% | -8.4% |
| IWR | Sell | ISHARES TRrus mid-cap etf | $9,040,000 | +2.6% | 51,857 | -1.0% | 5.86% | -1.5% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $5,637,000 | +4.1% | 195,804 | -1.9% | 3.65% | -0.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,950,000 | +0.8% | 37,918 | -2.8% | 2.56% | -3.2% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $3,281,000 | -19.8% | 37,822 | -18.0% | 2.12% | -23.0% |
| VOO | Sell | VANGUARD INDEX FDS | $2,106,000 | +2.8% | 10,598 | -0.6% | 1.36% | -1.3% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $2,100,000 | -0.8% | 25,983 | -0.5% | 1.36% | -4.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $826,000 | +1.7% | 6,763 | -3.7% | 0.54% | -2.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $424,000 | -8.2% | 3,775 | -7.9% | 0.28% | -11.9% |
| F | Sell | FORD MTR CO DEL | $149,000 | -22.0% | 12,350 | -18.8% | 0.10% | -25.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FEDERATED INVS INC PA | 32 | Q3 2023 | 70.0% |
| VANGUARD INDEX FDS | 32 | Q3 2023 | 9.8% |
| ISHARES TR | 32 | Q3 2023 | 9.8% |
| VANGUARD TAX-MANAGED INTL FD | 32 | Q3 2023 | 8.3% |
| ISHARES TR | 32 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 32 | Q3 2023 | 2.3% |
| ISHARES TR | 32 | Q3 2023 | 1.9% |
| VANGUARD INDEX FDS | 32 | Q3 2023 | 0.8% |
| SPDR SER TR | 31 | Q3 2023 | 2.5% |
View Schneider Downs Wealth Management Advisors, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-31 |
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.