$158 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 56 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WSBC | New | WESBANCO INC | $1,012,000 | – | 22,693 | +100.0% | 0.64% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $580,000 | – | 11,843 | +100.0% | 0.37% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $385,000 | – | 3,605 | +100.0% | 0.24% | – |
| SUSB | New | ISHARES TResg 1 5 yr usd | $259,000 | – | 10,542 | +100.0% | 0.16% | – |
| XOM | New | EXXON MOBIL CORP | $244,000 | – | 2,875 | +100.0% | 0.16% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $233,000 | – | 193 | +100.0% | 0.15% | – |
| PCAR | New | PACCAR INC | $205,000 | – | 3,000 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-18
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.