$355 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 108 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $5,172,000 | – | 19,656 | +100.0% | 1.46% | – |
| WSBC | New | WESBANCO INC | $1,894,000 | – | 44,794 | +100.0% | 0.54% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,708,000 | – | 24,510 | +100.0% | 0.48% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $1,098,000 | – | 10,734 | +100.0% | 0.31% | – |
| JHML | New | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $1,036,000 | – | 29,982 | +100.0% | 0.29% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $988,000 | – | 18,670 | +100.0% | 0.28% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $974,000 | – | 12,896 | +100.0% | 0.28% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $826,000 | – | 8,444 | +100.0% | 0.23% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $686,000 | – | 4,534 | +100.0% | 0.19% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $656,000 | – | 13,600 | +100.0% | 0.18% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $648,000 | – | 9,364 | +100.0% | 0.18% | – |
| DWIN | New | POWERSHARES ETF TR IIdwa tact mlt | $566,000 | – | 22,426 | +100.0% | 0.16% | – |
| PHB | New | POWERSHARES ETF TR IIfdm hg yld rafi | $450,000 | – | 24,270 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (354624000.0 != 354338000.0)
- The reported number of holdings is incorrect (108 != 107)
- The reported has been amended
Export Schneider Downs Wealth Management Advisors, LP's holdings