$151 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 53 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | New | ISHARES TRcore s&p mcp etf | $397,000 | – | 2,039 | +100.0% | 0.26% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $352,000 | – | 4,221 | +100.0% | 0.23% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $341,000 | – | 3,349 | +100.0% | 0.23% | – |
| CWB | New | SPDR SERIES TRUSTblmbrg brc cnvrt | $339,000 | – | 6,396 | +100.0% | 0.22% | – |
| DWIN | New | INVESCO EXCHNG TRADED FD TRdwa tactcl mlt | $287,000 | – | 11,254 | +100.0% | 0.19% | – |
| PHB | New | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $245,000 | – | 13,411 | +100.0% | 0.16% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $239,000 | – | 5,041 | +100.0% | 0.16% | – |
| JNJ | New | JOHNSON & JOHNSON | $231,000 | – | 1,901 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-24
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.