$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AET | AETNA INC NEW | $2,240,000 | +4.7% | 14,089 | 0.0% | 1.44% | +2.8% | |
| GLD | SPDR GOLD TRUST | $403,000 | +3.1% | 3,315 | 0.0% | 0.26% | +1.2% | |
| BIV | VANGUARD BD INDEX FD INCintermed term | $303,000 | 0.0% | 3,580 | 0.0% | 0.20% | -2.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $232,000 | +2.7% | 2,200 | 0.0% | 0.15% | +1.4% | |
| IJK | ISHARES TRs&p mc 400gr etf | $211,000 | +2.9% | 1,043 | 0.0% | 0.14% | +0.7% | |
| F | FORD MTR CO DEL | $172,000 | +6.8% | 14,350 | 0.0% | 0.11% | +4.7% | |
| GCVRZ | SANOFIright 12/31/2020 | $9,000 | -10.0% | 25,000 | 0.0% | 0.01% | -14.3% |
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.