$287 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 72 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $1,086,000 | – | 43,101 | +100.0% | 0.38% | – |
| ETN | New | EATON CORP PLC | $321,000 | – | 3,851 | +100.0% | 0.11% | – |
| COST | New | COSTCO WHSL CORP NEW | $264,000 | – | 999 | +100.0% | 0.09% | – |
| AIG | New | AMERICAN INTL GROUP INC | $234,000 | – | 4,400 | +100.0% | 0.08% | – |
| NEE | New | NEXTERA ENERGY INC | $211,000 | – | 1,028 | +100.0% | 0.07% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $213,000 | – | 1,634 | +100.0% | 0.07% | – |
| SUSB | New | ISHARES TResg 1 5 yr usd | $210,000 | – | 8,270 | +100.0% | 0.07% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $200,000 | – | 1,793 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-16
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.