$155 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 42 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,493,000 | +6.8% | 164,103 | +1.4% | 3.54% | +4.9% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,148,000 | +9.4% | 21,927 | +9.2% | 0.74% | +7.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,012,000 | +6.6% | 15,769 | +1.1% | 0.65% | +4.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $938,000 | +6.8% | 15,618 | +2.7% | 0.60% | +5.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $754,000 | +21.2% | 6,878 | +21.0% | 0.49% | +19.1% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $583,000 | +22.2% | 11,558 | +22.3% | 0.38% | +20.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $514,000 | +24.8% | 19,102 | +15.1% | 0.33% | +22.6% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $423,000 | +17.5% | 11,072 | +13.3% | 0.27% | +15.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $376,000 | +8.4% | 6,963 | +0.3% | 0.24% | +6.1% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $271,000 | +9.7% | 6,588 | +10.1% | 0.18% | +8.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $243,000 | +3.0% | 1,590 | +0.1% | 0.16% | +1.3% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $210,000 | +3.4% | 4,184 | +3.6% | 0.14% | +1.5% |
| DVY | New | ISHARES TRselect divid etf | $201,000 | – | 2,149 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-11
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.