$419 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 153 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHI | Sell | FEDERATED HERMES INCcl b | $121,770,000 | +11.6% | 3,240,286 | -3.5% | 29.09% | +3.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $32,745,000 | +5.4% | 128,527 | -2.1% | 7.82% | -2.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $24,647,000 | +11.2% | 150,518 | +0.6% | 5.89% | +2.8% |
| MUB | Sell | ISHARES TRnational mun etf | $20,595,000 | -4.2% | 177,114 | -4.3% | 4.92% | -11.4% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $17,987,000 | +12.7% | 158,031 | +3.0% | 4.30% | +4.2% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $16,572,000 | -22.5% | 334,444 | -21.5% | 3.96% | -28.4% |
| MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $12,157,000 | +0.3% | 455,988 | +0.5% | 2.90% | -7.2% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $9,081,000 | +13.4% | 29,716 | +1.7% | 2.17% | +4.9% |
| MSFT | Sell | MICROSOFT CORP | $8,505,000 | +19.1% | 25,287 | -0.2% | 2.03% | +10.1% |
| IWR | Sell | ISHARES TRrus mid cap etf | $7,877,000 | +5.2% | 94,894 | -0.9% | 1.88% | -2.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,658,000 | +123.1% | 258,557 | +129.5% | 1.83% | +106.3% |
| AAPL | Buy | APPLE INC | $7,194,000 | +26.0% | 40,512 | +0.4% | 1.72% | +16.5% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $7,125,000 | -1.6% | 139,543 | -2.7% | 1.70% | -9.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $6,281,000 | +12.5% | 172,177 | +11.6% | 1.50% | +4.0% |
| VOO | Buy | VANGUARD INDEX FDS | $5,989,000 | +12.6% | 13,718 | +1.7% | 1.43% | +4.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,331,000 | +7.8% | 53,845 | +2.7% | 1.04% | -0.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,324,000 | -1.5% | 72,229 | +1.7% | 1.03% | -8.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,901,000 | +20.3% | 34,068 | +14.7% | 0.93% | +11.2% |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $3,541,000 | +1.0% | 166,184 | +1.2% | 0.85% | -6.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,029,000 | +9.1% | 12,546 | +0.4% | 0.72% | +1.0% |
| EMCF | EMCLAIRE FINL CORP | $2,897,000 | +9.1% | 100,231 | 0.0% | 0.69% | +0.9% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,855,000 | +15.2% | 38,998 | +6.2% | 0.68% | +6.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,740,000 | +0.7% | 70,484 | +0.2% | 0.66% | -6.8% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $2,671,000 | +8.5% | 47,392 | +9.3% | 0.64% | +0.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,618,000 | -37.1% | 5,489 | -43.2% | 0.62% | -41.9% |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $2,121,000 | +11.8% | 35,682 | +2.4% | 0.51% | +3.5% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,110,000 | -0.7% | 20,610 | -2.9% | 0.50% | -8.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,056,000 | +12.2% | 4,328 | +1.4% | 0.49% | +3.8% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,949,000 | +12.9% | 32,286 | +0.1% | 0.47% | +4.5% |
| ANSS | ANSYS INC | $1,942,000 | +17.8% | 4,842 | 0.0% | 0.46% | +8.9% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,906,000 | +19.7% | 34,142 | +8.2% | 0.46% | +10.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,856,000 | +13.0% | 6,207 | +3.1% | 0.44% | +4.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,831,000 | +6.8% | 632 | -1.4% | 0.44% | -1.4% |
| TSC | Buy | TRISTATE CAP HLDGS INC | $1,799,000 | +147.5% | 59,445 | +72.9% | 0.43% | +128.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,348,000 | +12.1% | 3,388 | +0.8% | 0.32% | +3.5% |
| CBZ | CBIZ INC | $1,295,000 | +20.9% | 33,107 | 0.0% | 0.31% | +11.6% | |
| COST | Sell | COSTCO WHSL CORP NEW | $1,290,000 | +26.0% | 2,273 | -0.2% | 0.31% | +16.2% |
| HD | Sell | HOME DEPOT INC | $1,258,000 | +24.7% | 3,031 | -1.4% | 0.30% | +15.3% |
| MATW | MATTHEWS INTL CORPcl a | $1,238,000 | +5.7% | 33,768 | 0.0% | 0.30% | -2.0% | |
| IVE | ISHARES TRs&p 500 val etf | $1,172,000 | +7.7% | 7,485 | 0.0% | 0.28% | -0.4% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,150,000 | +0.1% | 21,342 | +0.8% | 0.28% | -7.4% |
| GLD | SPDR GOLD TR | $1,060,000 | +4.1% | 6,202 | 0.0% | 0.25% | -3.8% | |
| EFA | ISHARES TRmsci eafe etf | $1,049,000 | +0.9% | 13,331 | 0.0% | 0.25% | -6.7% | |
| AMZN | Buy | AMAZON COM INC | $1,030,000 | +3.1% | 309 | +1.6% | 0.25% | -4.7% |
| TRS | TRIMAS CORP | $1,019,000 | +14.2% | 27,550 | 0.0% | 0.24% | +5.7% | |
| EFG | ISHARES TReafe grwth etf | $982,000 | +3.6% | 8,900 | 0.0% | 0.24% | -4.1% | |
| JPM | Sell | JPMORGAN CHASE & CO | $970,000 | -4.8% | 6,125 | -1.6% | 0.23% | -11.8% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $964,000 | +3.4% | 10,379 | -7.3% | 0.23% | -4.6% |
| ETN | Sell | EATON CORP PLC | $957,000 | +13.9% | 5,537 | -1.5% | 0.23% | +5.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $952,000 | -1.1% | 2,649 | -4.4% | 0.23% | -8.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $943,000 | +26.4% | 1,878 | -1.6% | 0.22% | +16.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $911,000 | +9.5% | 315 | +1.0% | 0.22% | +1.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $839,000 | +29.1% | 2,023 | -0.5% | 0.20% | +19.0% |
| JPIN | Sell | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $827,000 | -4.3% | 13,973 | -2.5% | 0.20% | -11.2% |
| V | Sell | VISA INC | $822,000 | -7.4% | 3,792 | -4.9% | 0.20% | -14.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $816,000 | -0.9% | 3,669 | -2.5% | 0.20% | -8.5% |
| NEE | Sell | NEXTERA ENERGY INC | $810,000 | +18.9% | 8,674 | -0.1% | 0.19% | +10.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $803,000 | +9.4% | 2,836 | +1.7% | 0.19% | +1.1% |
| ESGE | Buy | ISHARES INCesg awr msci em | $788,000 | -1.7% | 19,814 | +2.4% | 0.19% | -9.2% |
| ORCL | Sell | ORACLE CORP | $778,000 | -1.5% | 8,919 | -1.7% | 0.19% | -8.8% |
| CWB | SPDR SER TRbloomberg conv | $778,000 | -2.8% | 9,373 | 0.0% | 0.19% | -10.1% | |
| DIS | Sell | DISNEY WALT CO | $767,000 | -8.6% | 4,949 | -0.3% | 0.18% | -15.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $761,000 | -26.8% | 3,365 | -29.2% | 0.18% | -32.3% |
| IVW | ISHARES TRs&p 500 grwt etf | $758,000 | +13.1% | 9,060 | 0.0% | 0.18% | +4.6% | |
| FB | Sell | META PLATFORMS INCcl a | $751,000 | -4.1% | 2,232 | -3.3% | 0.18% | -11.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $741,000 | -4.6% | 4,329 | -10.0% | 0.18% | -11.9% |
| CSCO | Sell | CISCO SYS INC | $727,000 | +5.2% | 11,472 | -9.6% | 0.17% | -2.8% |
| PEP | Sell | PEPSICO INC | $701,000 | +8.2% | 4,038 | -6.2% | 0.17% | 0.0% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $682,000 | +19.9% | 3,268 | -0.5% | 0.16% | +10.9% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $682,000 | +7.7% | 8,370 | 0.0% | 0.16% | -0.6% | |
| PFE | Sell | PFIZER INC | $661,000 | +35.7% | 11,194 | -1.2% | 0.16% | +25.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $659,000 | +14.0% | 987 | -2.5% | 0.16% | +5.4% |
| UNP | Sell | UNION PAC CORP | $648,000 | +28.1% | 2,571 | -0.3% | 0.16% | +18.3% |
| PNC | PNC FINL SVCS GROUP INC | $557,000 | +2.4% | 2,780 | 0.0% | 0.13% | -5.7% | |
| TXN | Sell | TEXAS INSTRS INC | $558,000 | -3.0% | 2,960 | -1.0% | 0.13% | -10.7% |
| PPG | New | PPG INDS INC | $548,000 | – | 3,176 | +100.0% | 0.13% | – |
| IWO | ISHARES TRrus 2000 grw etf | $547,000 | -0.2% | 1,867 | 0.0% | 0.13% | -7.7% | |
| HON | Sell | HONEYWELL INTL INC | $544,000 | -1.8% | 2,611 | -0.0% | 0.13% | -9.1% |
| WMT | Sell | WALMART INC | $504,000 | +2.9% | 3,483 | -0.9% | 0.12% | -5.5% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $500,000 | +5.3% | 6,290 | +3.8% | 0.12% | -3.3% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $476,000 | +7.4% | 1,310 | 0.0% | 0.11% | 0.0% | |
| STBA | New | S & T BANCORP INC | $467,000 | – | 14,807 | +100.0% | 0.11% | – |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $464,000 | +8.2% | 4,382 | 0.0% | 0.11% | 0.0% | |
| IJK | ISHARES TRs&p mc 400gr etf | $463,000 | +7.7% | 5,432 | 0.0% | 0.11% | 0.0% | |
| PYPL | Sell | PAYPAL HLDGS INC | $454,000 | -29.8% | 2,405 | -3.2% | 0.11% | -35.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $449,000 | +16.6% | 2,583 | +0.1% | 0.11% | +8.1% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $449,000 | -7.0% | 2,784 | -0.5% | 0.11% | -14.4% |
| EW | EDWARDS LIFESCIENCES CORP | $439,000 | +14.3% | 3,391 | 0.0% | 0.10% | +6.1% | |
| AVGO | Sell | BROADCOM INC | $436,000 | +36.7% | 655 | -0.5% | 0.10% | +26.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $432,000 | -5.9% | 2,641 | -19.5% | 0.10% | -13.4% |
| ABBV | Sell | ABBVIE INC | $424,000 | +21.5% | 3,133 | -3.1% | 0.10% | +12.2% |
| NKE | NIKE INCcl b | $421,000 | +14.7% | 2,526 | 0.0% | 0.10% | +6.3% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $411,000 | +8.4% | 6,763 | 0.0% | 0.10% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $397,000 | -3.4% | 1,015 | 0.0% | 0.10% | -10.4% | |
| KKR | New | KKR & CO INC | $391,000 | – | 5,250 | +100.0% | 0.09% | – |
| AXP | AMERICAN EXPRESS CO | $385,000 | -2.3% | 2,351 | 0.0% | 0.09% | -9.8% | |
| SBUX | Buy | STARBUCKS CORP | $370,000 | +15.6% | 3,166 | +9.2% | 0.09% | +6.0% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $370,000 | +11.1% | 2,156 | -0.7% | 0.09% | +2.3% |
| TJX | Sell | TJX COS INC NEW | $363,000 | +13.1% | 4,782 | -1.8% | 0.09% | +4.8% |
| PLD | PROLOGIS INC. | $366,000 | +34.6% | 2,171 | 0.0% | 0.09% | +24.3% | |
| ORLY | OREILLY AUTOMOTIVE INC | $365,000 | +15.5% | 517 | 0.0% | 0.09% | +6.1% | |
| LOW | Sell | LOWES COS INC | $358,000 | +20.9% | 1,385 | -5.1% | 0.09% | +13.2% |
| LLY | Sell | LILLY ELI & CO | $357,000 | +4.7% | 1,291 | -12.5% | 0.08% | -3.4% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $353,000 | +8.3% | 911 | +0.8% | 0.08% | 0.0% |
| ITW | ILLINOIS TOOL WKS INC | $350,000 | +19.5% | 1,420 | 0.0% | 0.08% | +10.5% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $341,000 | -1.2% | 3,963 | -1.2% | 0.08% | -9.0% |
| NVDA | Sell | NVIDIA CORPORATION | $334,000 | +38.6% | 1,134 | -2.5% | 0.08% | +29.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $332,000 | +46.9% | 5,712 | +30.8% | 0.08% | +36.2% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $323,000 | +15.4% | 12,604 | +16.8% | 0.08% | +6.9% |
| WM | WASTE MGMT INC DEL | $324,000 | +11.7% | 1,944 | 0.0% | 0.08% | +2.7% | |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $319,000 | +6.3% | 6,270 | -0.6% | 0.08% | -1.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $313,000 | +25.7% | 4,198 | +25.3% | 0.08% | +17.2% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $309,000 | +17.0% | 887 | -1.1% | 0.07% | +8.8% |
| ADI | ANALOG DEVICES INC | $309,000 | +4.7% | 1,759 | 0.0% | 0.07% | -2.6% | |
| XYL | Sell | XYLEM INC | $310,000 | -6.3% | 2,589 | -3.2% | 0.07% | -14.0% |
| INTC | Sell | INTEL CORP | $306,000 | -15.0% | 5,943 | -12.0% | 0.07% | -21.5% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $296,000 | +12.1% | 4,136 | -0.0% | 0.07% | +4.4% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $291,000 | -12.1% | 5,781 | -2.2% | 0.07% | -18.6% |
| XOM | Sell | EXXON MOBIL CORP | $283,000 | -6.9% | 4,625 | -10.6% | 0.07% | -13.9% |
| DHR | DANAHER CORPORATION | $285,000 | +8.4% | 865 | 0.0% | 0.07% | 0.0% | |
| SPGI | Sell | S&P GLOBAL INC | $286,000 | +5.1% | 605 | -5.3% | 0.07% | -2.9% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $281,000 | +7.7% | 1,105 | 0.0% | 0.07% | 0.0% | |
| SYK | Sell | STRYKER CORPORATION | $279,000 | +0.7% | 1,042 | -1.0% | 0.07% | -6.9% |
| AMC | New | AMC ENTMT HLDGS INC | $272,000 | – | 10,008 | +100.0% | 0.06% | – |
| AMGN | Sell | AMGEN INC | $274,000 | +0.4% | 1,220 | -5.0% | 0.06% | -8.5% |
| MDYV | SPDR SER TRs&p 400 mdcp val | $274,000 | +7.5% | 3,856 | 0.0% | 0.06% | -1.5% | |
| COF | Sell | CAPITAL ONE FINL CORP | $262,000 | -15.2% | 1,804 | -5.5% | 0.06% | -21.2% |
| PCAR | PACCAR INC | $265,000 | +11.8% | 3,000 | 0.0% | 0.06% | +3.3% | |
| MKC | Sell | MCCORMICK & CO INC | $264,000 | +17.9% | 2,731 | -1.1% | 0.06% | +8.6% |
| ADP | AUTOMATIC DATA PROCESSING IN | $263,000 | +22.9% | 1,068 | 0.0% | 0.06% | +14.5% | |
| F | Sell | FORD MTR CO DEL | $264,000 | +44.3% | 12,721 | -1.5% | 0.06% | +34.0% |
| ROST | Buy | ROSS STORES INC | $252,000 | +5.4% | 2,207 | +0.5% | 0.06% | -3.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $250,000 | +7.8% | 704 | +4.9% | 0.06% | 0.0% |
| BAC | Sell | BK OF AMERICA CORP | $251,000 | -26.8% | 5,647 | -30.0% | 0.06% | -32.6% |
| XLF | SELECT SECTOR SPDR TRfinancial | $247,000 | +4.2% | 6,328 | 0.0% | 0.06% | -3.3% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $247,000 | +8.8% | 1,515 | 0.0% | 0.06% | 0.0% | |
| VZ | New | VERIZON COMMUNICATIONS INC | $242,000 | – | 4,656 | +100.0% | 0.06% | – |
| CVS | Sell | CVS HEALTH CORP | $236,000 | +14.0% | 2,284 | -6.2% | 0.06% | +5.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $235,000 | -3.3% | 4,757 | -2.1% | 0.06% | -11.1% |
| FNB | Buy | F N B CORP | $235,000 | +23.7% | 19,376 | +18.3% | 0.06% | +14.3% |
| TSLA | New | TESLA INC | $230,000 | – | 218 | +100.0% | 0.06% | – |
| ABT | New | ABBOTT LABS | $225,000 | – | 1,598 | +100.0% | 0.05% | – |
| CB | CHUBB LIMITED | $224,000 | +11.4% | 1,161 | 0.0% | 0.05% | +3.8% | |
| ECL | New | ECOLAB INC | $223,000 | – | 951 | +100.0% | 0.05% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $219,000 | – | 2,784 | +100.0% | 0.05% | – |
| COP | Sell | CONOCOPHILLIPS | $214,000 | -4.5% | 2,963 | -10.5% | 0.05% | -12.1% |
| CSX | New | CSX CORP | $209,000 | – | 5,556 | +100.0% | 0.05% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $208,000 | – | 1,876 | +100.0% | 0.05% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $205,000 | – | 1,770 | +100.0% | 0.05% | – |
| MO | Sell | ALTRIA GROUP INC | $201,000 | -4.7% | 4,238 | -8.6% | 0.05% | -12.7% |
| FMN | FEDERATED HERMES PREM MUNI I | $199,000 | -2.0% | 13,260 | 0.0% | 0.05% | -7.7% | |
| ATI | ALLEGHENY TECHNOLOGIES INC | $177,000 | -4.3% | 11,101 | 0.0% | 0.04% | -12.5% | |
| FCF | New | FIRST COMWLTH FINL CORP PA | $161,000 | – | 10,000 | +100.0% | 0.04% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -1,581 | -100.0% | -0.05% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -359 | -100.0% | -0.05% | – |
| FISV | Exit | FISERV INC | $0 | – | -1,901 | -100.0% | -0.05% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -761 | -100.0% | -0.05% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,422 | -100.0% | -0.06% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,018 | -100.0% | -0.06% | – |
| LOAN | Exit | MANHATTAN BRDG CAP INC | $0 | – | -48,497 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
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.