$293 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 93 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -2,310 | -100.0% | -0.09% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -4,900 | -100.0% | -0.13% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -2,730 | -100.0% | -0.14% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -9,458 | -100.0% | -0.17% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -5,799 | -100.0% | -0.17% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -21,335 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-15
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.