$359 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 94 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | New | INTEL CORP | $271,000 | – | 5,442 | +100.0% | 0.08% | – |
| DHR | New | DANAHER CORPORATION | $242,000 | – | 1,091 | +100.0% | 0.07% | – |
| ABT | New | ABBOTT LABS | $237,000 | – | 2,165 | +100.0% | 0.07% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $214,000 | – | 7,595 | +100.0% | 0.06% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $214,000 | – | 3,856 | +100.0% | 0.06% | – |
| BK | New | BANK NEW YORK MELLON CORP | $206,000 | – | 4,855 | +100.0% | 0.06% | – |
| TJX | New | TJX COS INC NEW | $203,000 | – | 2,972 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
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 | 2024-02-09 |
| 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 |
| 13F-HR | 2021-10-14 |
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.