$392 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 149 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 15.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHI | Buy | FEDERATED HERMES INCcl b | $111,438,000 | -8.5% | 3,271,829 | +1.0% | 28.40% | -2.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $31,157,000 | -4.8% | 131,002 | +1.9% | 7.94% | +1.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $24,565,000 | -0.3% | 328,319 | +118.1% | 6.26% | +6.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $18,219,000 | +1.3% | 338,335 | +114.1% | 4.64% | +8.1% |
| MUB | Sell | ISHARES TRnational mun etf | $17,420,000 | -15.4% | 158,888 | -10.3% | 4.44% | -9.8% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $16,006,000 | -3.4% | 326,118 | -2.5% | 4.08% | +3.0% |
| MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $12,925,000 | +6.3% | 514,514 | +12.8% | 3.29% | +13.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $8,430,000 | -7.2% | 30,366 | +2.2% | 2.15% | -1.0% |
| MSFT | Buy | MICROSOFT CORP | $8,093,000 | -4.8% | 26,248 | +3.8% | 2.06% | +1.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $7,387,000 | -6.2% | 94,650 | -0.3% | 1.88% | +0.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $7,002,000 | -1.7% | 145,791 | +4.5% | 1.78% | +4.8% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $6,969,000 | +11.0% | 203,295 | +18.1% | 1.78% | +18.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $6,859,000 | +58.6% | 123,471 | +70.9% | 1.75% | +69.2% |
| AAPL | Sell | APPLE INC | $6,726,000 | -6.5% | 38,521 | -4.9% | 1.71% | -0.3% |
| VOO | Buy | VANGUARD INDEX FDS | $6,009,000 | +0.3% | 14,474 | +5.5% | 1.53% | +7.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,357,000 | +11.7% | 40,390 | +18.6% | 1.11% | +19.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,217,000 | -2.6% | 55,585 | +3.2% | 1.08% | +3.9% |
| EMCF | Sell | EMCLAIRE FINL CORP | $3,704,000 | +27.9% | 98,729 | -1.5% | 0.94% | +36.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $3,614,000 | -52.8% | 130,152 | -49.7% | 0.92% | -49.7% |
| DIAL | Sell | COLUMBIA ETF TR Idiversifid fxd | $3,095,000 | -12.6% | 158,810 | -4.4% | 0.79% | -6.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,915,000 | +2.1% | 40,833 | +4.7% | 0.74% | +8.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,867,000 | -5.3% | 12,592 | +0.4% | 0.73% | +1.0% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $2,673,000 | +0.1% | 50,966 | +7.5% | 0.68% | +6.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,542,000 | -7.2% | 69,225 | -1.8% | 0.65% | -1.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,454,000 | -6.3% | 5,408 | -1.5% | 0.62% | 0.0% |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $2,124,000 | +0.1% | 37,449 | +5.0% | 0.54% | +6.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,072,000 | +0.8% | 4,587 | +6.0% | 0.53% | +7.5% |
| TSC | TRISTATE CAP HLDGS INC | $1,975,000 | +9.8% | 59,445 | 0.0% | 0.50% | +17.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,929,000 | -8.6% | 40,734 | +97.6% | 0.49% | -2.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,845,000 | -3.2% | 34,727 | +1.7% | 0.47% | +3.3% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,825,000 | -6.4% | 32,266 | -0.1% | 0.46% | -0.2% |
| ANSS | ANSYS INC | $1,538,000 | -20.8% | 4,842 | 0.0% | 0.39% | -15.5% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,424,000 | -22.2% | 512 | -19.0% | 0.36% | -16.9% |
| CBZ | Sell | CBIZ INC | $1,329,000 | +2.6% | 31,672 | -4.3% | 0.34% | +9.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,292,000 | +0.2% | 2,243 | -1.3% | 0.33% | +6.8% |
| AMZN | Buy | AMAZON COM INC | $1,203,000 | +16.8% | 369 | +19.4% | 0.31% | +24.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,181,000 | +0.8% | 7,581 | +1.3% | 0.30% | +7.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,136,000 | -38.8% | 3,219 | -48.1% | 0.29% | -34.5% |
| GLD | Buy | SPDR GOLD TR | $1,131,000 | +6.7% | 6,260 | +0.9% | 0.29% | +13.8% |
| MATW | MATTHEWS INTL CORPcl a | $1,093,000 | -11.7% | 33,768 | 0.0% | 0.28% | -5.7% | |
| EFA | ISHARES TRmsci eafe etf | $981,000 | -6.5% | 13,331 | 0.0% | 0.25% | -0.4% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $971,000 | +2.0% | 2,717 | +2.6% | 0.25% | +8.8% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $911,000 | -20.8% | 18,024 | -15.5% | 0.23% | -15.6% |
| DSI | ISHARES TRmsci kld400 soc | $899,000 | -6.7% | 10,379 | 0.0% | 0.23% | -0.4% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $898,000 | -4.8% | 1,760 | -6.3% | 0.23% | +1.8% |
| TRS | TRIMAS CORP | $884,000 | -13.2% | 27,550 | 0.0% | 0.22% | -7.4% | |
| HD | Sell | HOME DEPOT INC | $867,000 | -31.1% | 2,898 | -4.4% | 0.22% | -26.6% |
| V | Buy | VISA INC | $866,000 | +5.4% | 3,903 | +2.9% | 0.22% | +12.8% |
| EFG | ISHARES TReafe grwth etf | $857,000 | -12.7% | 8,900 | 0.0% | 0.22% | -7.2% | |
| JPM | Sell | JPMORGAN CHASE & CO | $828,000 | -14.6% | 6,075 | -0.8% | 0.21% | -9.1% |
| ETN | Sell | EATON CORP PLC | $786,000 | -17.9% | 5,180 | -6.4% | 0.20% | -12.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $773,000 | -5.3% | 3,765 | +2.6% | 0.20% | +1.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $774,000 | -3.6% | 2,885 | +1.7% | 0.20% | +2.6% |
| JPIN | Sell | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $747,000 | -9.7% | 13,224 | -5.4% | 0.19% | -4.0% |
| NEE | Sell | NEXTERA ENERGY INC | $735,000 | -9.3% | 8,671 | -0.0% | 0.19% | -3.6% |
| ESGE | Buy | ISHARES INCesg awr msci em | $728,000 | -7.6% | 19,826 | +0.1% | 0.19% | -1.1% |
| CWB | SPDR SER TRbloomberg conv | $721,000 | -7.3% | 9,373 | 0.0% | 0.18% | -1.1% | |
| JNJ | Sell | JOHNSON & JOHNSON | $714,000 | -3.6% | 4,031 | -6.9% | 0.18% | +2.8% |
| VB | VANGUARD INDEX FDSsmall cp etf | $715,000 | -6.0% | 3,365 | 0.0% | 0.18% | 0.0% | |
| UNP | Buy | UNION PAC CORP | $707,000 | +9.1% | 2,587 | +0.6% | 0.18% | +16.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $697,000 | -8.0% | 9,124 | +0.7% | 0.18% | -1.7% |
| ORCL | Sell | ORACLE CORP | $699,000 | -10.2% | 8,446 | -5.3% | 0.18% | -4.3% |
| PEP | Sell | PEPSICO INC | $667,000 | -4.9% | 3,984 | -1.3% | 0.17% | +1.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $656,000 | -21.8% | 1,945 | -3.9% | 0.17% | -16.5% |
| TXN | Buy | TEXAS INSTRS INC | $649,000 | +16.3% | 3,537 | +19.5% | 0.16% | +24.1% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $625,000 | -8.4% | 3,384 | +3.5% | 0.16% | -2.5% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $617,000 | -9.5% | 8,319 | -0.6% | 0.16% | -3.7% |
| FB | Buy | META PLATFORMS INCcl a | $602,000 | -19.8% | 2,709 | +21.4% | 0.15% | -14.5% |
| TMO | THERMO FISHER SCIENTIFIC INC | $583,000 | -11.5% | 987 | 0.0% | 0.15% | -5.1% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $570,000 | -37.4% | 204 | -35.2% | 0.14% | -33.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $557,000 | 0.0% | 3,022 | +8.7% | 0.14% | +6.8% |
| CSCO | Sell | CISCO SYS INC | $554,000 | -23.8% | 9,931 | -13.4% | 0.14% | -19.0% |
| DIS | Sell | DISNEY WALT CO | $553,000 | -27.9% | 4,034 | -18.5% | 0.14% | -23.0% |
| PFE | Sell | PFIZER INC | $536,000 | -18.9% | 10,359 | -7.5% | 0.14% | -13.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $517,000 | -5.5% | 2,020 | +8.2% | 0.13% | +0.8% |
| ABBV | Buy | ABBVIE INC | $511,000 | +20.5% | 3,152 | +0.6% | 0.13% | +28.7% |
| HON | Sell | HONEYWELL INTL INC | $508,000 | -6.6% | 2,609 | -0.1% | 0.13% | -0.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $487,000 | +26.5% | 2,606 | +10.8% | 0.12% | +34.8% |
| WMT | Sell | WALMART INC | $463,000 | -8.1% | 3,108 | -10.8% | 0.12% | -1.7% |
| ESGD | ISHARES TResg aw msci eafe | $464,000 | -7.2% | 6,290 | 0.0% | 0.12% | -0.8% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $454,000 | -4.6% | 1,310 | 0.0% | 0.12% | +1.8% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $448,000 | +9.0% | 6,763 | 0.0% | 0.11% | +16.3% | |
| AMC | Buy | AMC ENTMT HLDGS INC | $418,000 | +53.7% | 16,974 | +69.6% | 0.11% | +64.6% |
| IJK | ISHARES TRs&p mc 400gr etf | $420,000 | -9.3% | 5,432 | 0.0% | 0.11% | -3.6% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $411,000 | -8.5% | 2,586 | +0.1% | 0.10% | -1.9% |
| XOM | Buy | EXXON MOBIL CORP | $402,000 | +42.0% | 4,862 | +5.1% | 0.10% | +50.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $399,000 | -9.1% | 3,393 | +0.1% | 0.10% | -2.9% |
| AVGO | Sell | BROADCOM INC | $390,000 | -10.6% | 619 | -5.5% | 0.10% | -4.8% |
| PPG | Sell | PPG INDS INC | $385,000 | -29.7% | 2,940 | -7.4% | 0.10% | -25.2% |
| LBRDK | LIBERTY BROADBAND CORP | $377,000 | -16.0% | 2,784 | 0.0% | 0.10% | -10.3% | |
| LULU | LULULEMON ATHLETICA INC | $371,000 | -6.5% | 1,015 | 0.0% | 0.10% | 0.0% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $372,000 | +0.5% | 2,291 | +6.3% | 0.10% | +8.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $370,000 | +18.2% | 5,329 | +26.9% | 0.09% | +25.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $358,000 | -17.1% | 2,341 | -11.4% | 0.09% | -11.7% |
| COF | Buy | CAPITAL ONE FINL CORP | $354,000 | +35.1% | 2,700 | +49.7% | 0.09% | +42.9% |
| PLD | Sell | PROLOGIS INC. | $349,000 | -4.6% | 2,163 | -0.4% | 0.09% | +2.3% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $350,000 | -4.1% | 511 | -1.2% | 0.09% | +2.3% |
| NKE | Buy | NIKE INCcl b | $347,000 | -17.6% | 2,582 | +2.2% | 0.09% | -12.9% |
| INTC | Buy | INTEL CORP | $342,000 | +11.8% | 6,900 | +16.1% | 0.09% | +19.2% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $341,000 | +5.6% | 13,826 | +9.7% | 0.09% | +13.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $341,000 | -74.7% | 941 | -72.2% | 0.09% | -73.0% |
| NVDA | Buy | NVIDIA CORPORATION | $326,000 | -2.4% | 1,194 | +5.3% | 0.08% | +3.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $312,000 | -8.5% | 3,147 | -20.6% | 0.08% | -1.2% |
| AMGN | Buy | AMGEN INC | $310,000 | +13.1% | 1,280 | +4.9% | 0.08% | +21.5% |
| TJX | Buy | TJX COS INC NEW | $309,000 | -14.9% | 5,102 | +6.7% | 0.08% | -9.2% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $308,000 | +4.1% | 4,131 | -0.1% | 0.08% | +9.9% |
| ADI | Sell | ANALOG DEVICES INC | $289,000 | -6.5% | 1,751 | -0.5% | 0.07% | 0.0% |
| SBUX | Sell | STARBUCKS CORP | $287,000 | -22.4% | 3,158 | -0.3% | 0.07% | -17.0% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $287,000 | -18.7% | 641 | -29.6% | 0.07% | -13.1% |
| LSXMK | LIBERTY MEDIA CORP DEL | $287,000 | -10.0% | 6,270 | 0.0% | 0.07% | -3.9% | |
| CB | Buy | CHUBB LIMITED | $281,000 | +25.4% | 1,312 | +13.0% | 0.07% | +33.3% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $282,000 | -19.4% | 1,345 | -5.3% | 0.07% | -14.3% |
| SYK | STRYKER CORPORATION | $279,000 | 0.0% | 1,042 | 0.0% | 0.07% | +6.0% | |
| MKC | MCCORMICK & CO INC | $273,000 | +3.4% | 2,731 | 0.0% | 0.07% | +11.1% | |
| LOW | Sell | LOWES COS INC | $274,000 | -23.5% | 1,355 | -2.2% | 0.07% | -18.6% |
| CMCSA | COMCAST CORP NEWcl a | $271,000 | -6.9% | 5,781 | 0.0% | 0.07% | -1.4% | |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $268,000 | -2.2% | 3,806 | -1.3% | 0.07% | +4.6% |
| New | FEDERATED HERMES ETF TRUSTshort duration c | $262,000 | – | 10,900 | +100.0% | 0.07% | – | |
| BK | Sell | BANK NEW YORK MELLON CORP | $261,000 | -21.4% | 5,253 | -8.0% | 0.07% | -15.2% |
| PCAR | PACCAR INC | $264,000 | -0.4% | 3,000 | 0.0% | 0.07% | +6.3% | |
| New | FEDERATED HERMES ETF TRUSTshort duration h | $262,000 | – | 10,900 | +100.0% | 0.07% | – | |
| AMAT | New | APPLIED MATLS INC | $261,000 | – | 1,980 | +100.0% | 0.07% | – |
| COP | Sell | CONOCOPHILLIPS | $263,000 | +22.9% | 2,627 | -11.3% | 0.07% | +31.4% |
| WM | Sell | WASTE MGMT INC DEL | $253,000 | -21.9% | 1,594 | -18.0% | 0.06% | -16.9% |
| ROK | ROCKWELL AUTOMATION INC | $248,000 | -19.7% | 887 | 0.0% | 0.06% | -14.9% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $246,000 | -12.5% | 1,105 | 0.0% | 0.06% | -6.0% | |
| IIVI | New | II-VI INC | $242,000 | – | 3,333 | +100.0% | 0.06% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $242,000 | -3.2% | 549 | -22.0% | 0.06% | +3.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $243,000 | -7.6% | 1,067 | -0.1% | 0.06% | -1.6% |
| XLF | SELECT SECTOR SPDR TRfinancial | $242,000 | -2.0% | 6,328 | 0.0% | 0.06% | +5.1% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $239,000 | -3.2% | 1,515 | 0.0% | 0.06% | +3.4% | |
| DHR | Sell | DANAHER CORPORATION | $236,000 | -17.2% | 804 | -7.1% | 0.06% | -11.8% |
| TGT | New | TARGET CORP | $232,000 | – | 1,093 | +100.0% | 0.06% | – |
| BAC | BK OF AMERICA CORP | $233,000 | -7.2% | 5,647 | 0.0% | 0.06% | -1.7% | |
| LLY | Sell | LILLY ELI & CO | $232,000 | -35.0% | 809 | -37.3% | 0.06% | -30.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $225,000 | -4.3% | 4,879 | +2.6% | 0.06% | +1.8% |
| XYL | XYLEM INC | $221,000 | -28.7% | 2,589 | 0.0% | 0.06% | -24.3% | |
| WELL | New | WELLTOWER INC | $215,000 | – | 2,235 | +100.0% | 0.06% | – |
| MO | Sell | ALTRIA GROUP INC | $216,000 | +7.5% | 4,138 | -2.4% | 0.06% | +14.6% |
| USB | New | US BANCORP DEL | $211,000 | – | 3,969 | +100.0% | 0.05% | – |
| IYW | New | ISHARES TRu.s. tech etf | $206,000 | – | 2,000 | +100.0% | 0.05% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $206,000 | -54.6% | 1,781 | -25.9% | 0.05% | -51.9% |
| IJJ | ISHARES TRs&p mc 400vl etf | $206,000 | -1.0% | 1,876 | 0.0% | 0.05% | +4.0% | |
| FNB | Sell | F N B CORP | $204,000 | -13.2% | 16,376 | -15.5% | 0.05% | -7.1% |
| CVS | Sell | CVS HEALTH CORP | $205,000 | -13.1% | 2,026 | -11.3% | 0.05% | -7.1% |
| TSLA | Sell | TESLA INC | $202,000 | -12.2% | 187 | -14.2% | 0.05% | -7.3% |
| FMN | FEDERATED HERMES PREM MUNI I | $169,000 | -15.1% | 13,260 | 0.0% | 0.04% | -10.4% | |
| VTRS | New | VIATRIS INC | $112,000 | – | 10,264 | +100.0% | 0.03% | – |
| HYMC | New | HYCROFT MINING HOLDING CORP | $76,000 | – | 33,000 | +100.0% | 0.02% | – |
| FCF | Exit | FIRST COMWLTH FINL CORP PA | $0 | – | -10,000 | -100.0% | -0.04% | – |
| ATI | Exit | ALLEGHENY TECHNOLOGIES INC | $0 | – | -11,101 | -100.0% | -0.04% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -1,770 | -100.0% | -0.05% | – |
| CSX | Exit | CSX CORP | $0 | – | -5,556 | -100.0% | -0.05% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -2,784 | -100.0% | -0.05% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -951 | -100.0% | -0.05% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,598 | -100.0% | -0.05% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -4,656 | -100.0% | -0.06% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -2,207 | -100.0% | -0.06% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -12,721 | -100.0% | -0.06% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -605 | -100.0% | -0.07% | – |
| KKR | Exit | KKR & CO INC | $0 | – | -5,250 | -100.0% | -0.09% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -4,382 | -100.0% | -0.11% | – |
| STBA | Exit | S & T BANCORP INC | $0 | – | -14,807 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.