$152 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 45 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AET | AETNA INC NEW | $2,139,000 | +19.0% | 14,089 | 0.0% | 1.40% | +14.2% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $680,000 | +1.8% | 5,014 | 0.0% | 0.45% | -2.4% | |
| RSP | RYDEX ETF TRUSTgug s&p500 eq wt | $500,000 | +2.0% | 5,400 | 0.0% | 0.33% | -2.1% | |
| GLD | SPDR GOLD TRUST | $391,000 | -0.8% | 3,315 | 0.0% | 0.26% | -4.5% | |
| BIV | VANGUARD BD INDEX FD INCintermed term | $303,000 | +1.3% | 3,580 | 0.0% | 0.20% | -2.5% | |
| VIG | VANGUARD SPECIALIZED PORTFOLdiv app etf | $295,000 | +3.1% | 3,185 | 0.0% | 0.19% | -1.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $226,000 | +0.9% | 2,200 | 0.0% | 0.15% | -3.3% | |
| DLR | DIGITAL RLTY TR INC | $226,000 | +6.1% | 2,000 | 0.0% | 0.15% | +1.4% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $223,000 | +1.4% | 4,287 | 0.0% | 0.15% | -2.7% | |
| GCVRZ | SANOFIright 12/31/2020 | $10,000 | -9.1% | 25,000 | 0.0% | 0.01% | -12.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-12
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.