$358 Million is the total value of Schneider Downs Wealth Management Advisors, LP's 142 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHI | Buy | FEDERATED HERMES INCcl b | $104,421,000 | -6.3% | 3,284,717 | +0.4% | 29.18% | +2.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $25,724,000 | -17.4% | 130,596 | -0.3% | 7.19% | -9.4% |
| MUB | Buy | ISHARES TRnational mun etf | $19,275,000 | +10.6% | 181,221 | +14.1% | 5.39% | +21.4% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $18,418,000 | -25.0% | 317,607 | -3.3% | 5.15% | -17.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $15,898,000 | -12.7% | 355,981 | +5.2% | 4.44% | -4.3% |
| MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $15,037,000 | +16.3% | 619,558 | +20.4% | 4.20% | +27.6% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $14,831,000 | -7.3% | 304,984 | -6.5% | 4.14% | +1.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $9,832,000 | +16.6% | 44,958 | +48.1% | 2.75% | +27.9% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $9,405,000 | +35.0% | 326,116 | +60.4% | 2.63% | +48.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $7,044,000 | -4.6% | 108,947 | +15.1% | 1.97% | +4.6% |
| MSFT | Buy | MICROSOFT CORP | $6,880,000 | -15.0% | 26,789 | +2.1% | 1.92% | -6.7% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $6,271,000 | -10.4% | 153,706 | +5.4% | 1.75% | -1.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $5,310,000 | -22.6% | 108,235 | -12.3% | 1.48% | -15.1% |
| AAPL | Sell | APPLE INC | $5,226,000 | -22.3% | 38,227 | -0.8% | 1.46% | -14.8% |
| VOO | Sell | VANGUARD INDEX FDS | $5,009,000 | -16.6% | 14,440 | -0.2% | 1.40% | -8.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,522,000 | +3.8% | 48,934 | +21.2% | 1.26% | +13.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,831,000 | -9.2% | 61,068 | +9.9% | 1.07% | -0.4% |
| EMCF | EMCLAIRE FINL CORP | $3,446,000 | -7.0% | 98,729 | 0.0% | 0.96% | +2.0% | |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $2,969,000 | -4.1% | 168,128 | +5.9% | 0.83% | +5.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,622,000 | -10.1% | 41,999 | +2.9% | 0.73% | -1.3% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $2,582,000 | -3.4% | 53,614 | +5.2% | 0.72% | +6.0% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,375,000 | -17.2% | 12,592 | 0.0% | 0.66% | -9.2% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,204,000 | -13.3% | 70,079 | +1.2% | 0.62% | -4.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,202,000 | -10.3% | 5,808 | +7.4% | 0.62% | -1.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,066,000 | -0.3% | 5,476 | +19.4% | 0.58% | +9.3% |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $1,950,000 | -8.2% | 40,904 | +9.2% | 0.54% | +0.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,582,000 | -18.0% | 40,579 | -0.4% | 0.44% | -10.2% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,539,000 | -16.6% | 34,709 | -0.1% | 0.43% | -8.5% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,520,000 | -57.9% | 59,891 | -54.0% | 0.42% | -53.9% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,436,000 | -21.3% | 32,300 | +0.1% | 0.40% | -13.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,414,000 | +55.2% | 29,531 | +63.8% | 0.40% | +70.3% |
| MATW | Buy | MATTHEWS INTL CORPcl a | $1,215,000 | +11.2% | 42,395 | +25.5% | 0.34% | +21.9% |
| CBZ | Sell | CBIZ INC | $1,174,000 | -11.7% | 29,376 | -7.2% | 0.33% | -3.2% |
| ANSS | ANSYS INC | $1,159,000 | -24.6% | 4,842 | 0.0% | 0.32% | -17.3% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,140,000 | -19.9% | 523 | +2.1% | 0.32% | -12.1% |
| COST | COSTCO WHSL CORP NEW | $1,075,000 | -16.8% | 2,243 | 0.0% | 0.30% | -8.8% | |
| GLD | Buy | SPDR GOLD TR | $1,058,000 | -6.5% | 6,280 | +0.3% | 0.30% | +2.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,047,000 | -11.3% | 7,615 | +0.4% | 0.29% | -2.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $960,000 | -15.5% | 3,518 | +9.3% | 0.27% | -7.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $897,000 | -0.1% | 1,747 | -0.7% | 0.25% | +9.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $844,000 | -13.1% | 2,674 | -1.6% | 0.24% | -4.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $846,000 | +2.2% | 7,511 | +23.6% | 0.24% | +11.8% |
| EFA | ISHARES TRmsci eafe etf | $833,000 | -15.1% | 13,331 | 0.0% | 0.23% | -6.8% | |
| AMZN | Buy | AMAZON COM INC | $821,000 | -31.8% | 7,728 | +1994.3% | 0.23% | -25.4% |
| RJF | New | RAYMOND JAMES FINL INC | $807,000 | – | 9,030 | +100.0% | 0.23% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $798,000 | +11.8% | 4,495 | +11.5% | 0.22% | +22.5% |
| TRS | TRIMAS CORP | $763,000 | -13.7% | 27,550 | 0.0% | 0.21% | -5.3% | |
| V | Sell | VISA INC | $755,000 | -12.8% | 3,833 | -1.8% | 0.21% | -4.5% |
| DSI | ISHARES TRmsci kld400 soc | $746,000 | -17.0% | 10,379 | 0.0% | 0.21% | -9.2% | |
| ESGE | Buy | ISHARES INCesg awr msci em | $735,000 | +1.0% | 22,735 | +14.7% | 0.20% | +10.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $733,000 | -5.3% | 3,238 | +12.2% | 0.20% | +4.1% |
| EFG | ISHARES TReafe grwth etf | $716,000 | -16.5% | 8,900 | 0.0% | 0.20% | -8.3% | |
| HD | Sell | HOME DEPOT INC | $703,000 | -18.9% | 2,563 | -11.6% | 0.20% | -11.3% |
| PEP | Buy | PEPSICO INC | $697,000 | +4.5% | 4,184 | +5.0% | 0.20% | +14.7% |
| JPIN | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $695,000 | -7.0% | 14,238 | +7.7% | 0.19% | +2.1% |
| PFE | Buy | PFIZER INC | $689,000 | +28.5% | 13,134 | +26.8% | 0.19% | +40.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $685,000 | +20.2% | 313 | +53.4% | 0.19% | +31.7% |
| NEE | Sell | NEXTERA ENERGY INC | $669,000 | -9.0% | 8,638 | -0.4% | 0.19% | 0.0% |
| ETN | EATON CORP PLC | $653,000 | -16.9% | 5,180 | 0.0% | 0.18% | -8.5% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $619,000 | -19.9% | 3,653 | -3.0% | 0.17% | -12.2% |
| AMC | Buy | AMC ENTMT HLDGS INC | $610,000 | +45.9% | 45,025 | +165.3% | 0.17% | +58.9% |
| CWB | SPDR SER TRbbg conv sec etf | $605,000 | -16.1% | 9,373 | 0.0% | 0.17% | -8.2% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $602,000 | -15.8% | 3,419 | +1.6% | 0.17% | -7.7% |
| ORCL | ORACLE CORP | $590,000 | -15.6% | 8,446 | 0.0% | 0.16% | -7.3% | |
| WMT | Buy | WALMART INC | $558,000 | +20.5% | 4,589 | +47.7% | 0.16% | +32.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $555,000 | -20.4% | 9,201 | +0.8% | 0.16% | -12.9% |
| UNP | Sell | UNION PAC CORP | $550,000 | -22.2% | 2,578 | -0.3% | 0.15% | -14.4% |
| TXN | Sell | TEXAS INSTRS INC | $543,000 | -16.3% | 3,531 | -0.2% | 0.15% | -7.9% |
| ACN | ACCENTURE PLC IRELAND | $540,000 | -17.7% | 1,945 | 0.0% | 0.15% | -9.6% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $536,000 | -8.1% | 987 | 0.0% | 0.15% | +0.7% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $517,000 | -17.3% | 3,072 | -9.2% | 0.14% | -9.4% |
| CSCO | Buy | CISCO SYS INC | $510,000 | -7.9% | 11,969 | +20.5% | 0.14% | +1.4% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $507,000 | -17.8% | 8,319 | 0.0% | 0.14% | -9.6% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $489,000 | -12.2% | 3,102 | +2.6% | 0.14% | -3.5% |
| HON | Buy | HONEYWELL INTL INC | $454,000 | -10.6% | 2,613 | +0.2% | 0.13% | -1.6% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $450,000 | -0.9% | 1,462 | +11.6% | 0.13% | +8.6% |
| ABBV | Sell | ABBVIE INC | $452,000 | -11.5% | 2,948 | -6.5% | 0.13% | -3.1% |
| FISV | New | FISERV INC | $434,000 | – | 4,879 | +100.0% | 0.12% | – |
| CVS | Buy | CVS HEALTH CORP | $419,000 | +104.4% | 4,526 | +123.4% | 0.12% | +125.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $403,000 | -22.1% | 1,952 | -3.4% | 0.11% | -14.4% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $397,000 | -14.4% | 6,319 | +0.5% | 0.11% | -5.9% |
| XOM | Sell | EXXON MOBIL CORP | $398,000 | -1.0% | 4,649 | -4.4% | 0.11% | +8.8% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $388,000 | -13.4% | 10,144 | +50.0% | 0.11% | -5.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $372,000 | +3.9% | 2,587 | +10.5% | 0.10% | +14.3% |
| DIS | Sell | DISNEY WALT CO | $352,000 | -36.3% | 3,733 | -7.5% | 0.10% | -30.5% |
| FB | Sell | META PLATFORMS INCcl a | $348,000 | -42.2% | 2,157 | -20.4% | 0.10% | -36.6% |
| IJK | ISHARES TRs&p mc 400gr etf | $346,000 | -17.6% | 5,432 | 0.0% | 0.10% | -9.3% | |
| TJX | Buy | TJX COS INC NEW | $341,000 | +10.4% | 6,101 | +19.6% | 0.10% | +20.3% |
| PPG | Buy | PPG INDS INC | $339,000 | -11.9% | 2,966 | +0.9% | 0.10% | -3.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $336,000 | -9.7% | 2,342 | +2.2% | 0.09% | -1.1% |
| XLK | SELECT SECTOR SPDR TRtechnology | $329,000 | -20.0% | 2,586 | 0.0% | 0.09% | -12.4% | |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $324,000 | -5.0% | 13,446 | -2.7% | 0.09% | +4.6% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $325,000 | -18.5% | 3,422 | +0.9% | 0.09% | -10.8% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $324,000 | -14.1% | 2,804 | +0.7% | 0.09% | -5.2% |
| AMGN | Sell | AMGEN INC | $306,000 | -1.3% | 1,256 | -1.9% | 0.09% | +8.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $304,000 | +5.9% | 636 | -0.8% | 0.08% | +16.4% |
| AVGO | BROADCOM INC | $301,000 | -22.8% | 619 | 0.0% | 0.08% | -15.2% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $301,000 | +24.4% | 699 | +27.3% | 0.08% | +35.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $296,000 | -5.1% | 3,081 | -2.1% | 0.08% | +3.8% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $289,000 | -6.2% | 4,126 | -0.1% | 0.08% | +3.8% |
| COF | Buy | CAPITAL ONE FINL CORP | $282,000 | -20.3% | 2,705 | +0.2% | 0.08% | -12.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $278,000 | -20.6% | 440 | -13.9% | 0.08% | -12.4% |
| LULU | LULULEMON ATHLETICA INC | $277,000 | -25.3% | 1,015 | 0.0% | 0.08% | -18.9% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $272,000 | -20.2% | 971 | +3.2% | 0.08% | -12.6% |
| INTC | Buy | INTEL CORP | $264,000 | -22.8% | 7,057 | +2.3% | 0.07% | -14.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $265,000 | -28.4% | 4,500 | -15.6% | 0.07% | -21.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $264,000 | -45.8% | 1,902 | -27.0% | 0.07% | -40.3% |
| FEDERATED HERMES ETF TRUSTshort duration c | $256,000 | -2.3% | 10,900 | 0.0% | 0.07% | +7.5% | ||
| NKE | Sell | NIKE INCcl b | $257,000 | -25.9% | 2,512 | -2.7% | 0.07% | -18.2% |
| CB | CHUBB LIMITED | $258,000 | -8.2% | 1,312 | 0.0% | 0.07% | 0.0% | |
| ADI | Buy | ANALOG DEVICES INC | $257,000 | -11.1% | 1,758 | +0.4% | 0.07% | -2.7% |
| DHR | Buy | DANAHER CORPORATION | $254,000 | +7.6% | 1,000 | +24.4% | 0.07% | +18.3% |
| LLY | Sell | LILLY ELI & CO | $253,000 | +9.1% | 779 | -3.7% | 0.07% | +20.3% |
| PCAR | PACCAR INC | $247,000 | -6.4% | 3,000 | 0.0% | 0.07% | +3.0% | |
| XLE | New | SELECT SECTOR SPDR TRenergy | $248,000 | – | 3,471 | +100.0% | 0.07% | – |
| ITW | ILLINOIS TOOL WKS INC | $245,000 | -13.1% | 1,345 | 0.0% | 0.07% | -5.6% | |
| SBUX | Buy | STARBUCKS CORP | $243,000 | -15.3% | 3,176 | +0.6% | 0.07% | -6.8% |
| ICLN | New | ISHARES TRgl clean ene etf | $241,000 | – | 12,663 | +100.0% | 0.07% | – |
| LOW | Buy | LOWES COS INC | $237,000 | -13.5% | 1,357 | +0.1% | 0.07% | -5.7% |
| FEDERATED HERMES ETF TRUSTshort duration h | $237,000 | -9.5% | 10,900 | 0.0% | 0.07% | -1.5% | ||
| STZ | New | CONSTELLATION BRANDS INCcl a | $234,000 | – | 1,002 | +100.0% | 0.06% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $234,000 | – | 2,794 | +100.0% | 0.06% | – |
| MDYV | SPDR SER TRs&p 400 mdcp val | $230,000 | -14.2% | 3,806 | 0.0% | 0.06% | -5.9% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $230,000 | -15.1% | 5,863 | +1.4% | 0.06% | -7.2% |
| QCOM | New | QUALCOMM INC | $227,000 | – | 1,775 | +100.0% | 0.06% | – |
| LSXMK | LIBERTY MEDIA CORP DEL | $226,000 | -21.3% | 6,270 | 0.0% | 0.06% | -13.7% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $224,000 | -7.8% | 1,066 | -0.1% | 0.06% | +1.6% |
| MKC | MCCORMICK & CO INC | $227,000 | -16.8% | 2,731 | 0.0% | 0.06% | -10.0% | |
| COP | Sell | CONOCOPHILLIPS | $223,000 | -15.2% | 2,487 | -5.3% | 0.06% | -7.5% |
| BK | BANK NEW YORK MELLON CORP | $219,000 | -16.1% | 5,253 | 0.0% | 0.06% | -9.0% | |
| New | WARNER BROS DISCOVERY INC | $215,000 | – | 15,986 | +100.0% | 0.06% | – | |
| WM | Sell | WASTE MGMT INC DEL | $212,000 | -16.2% | 1,385 | -13.1% | 0.06% | -7.8% |
| SYK | STRYKER CORPORATION | $207,000 | -25.8% | 1,042 | 0.0% | 0.06% | -18.3% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $203,000 | -15.1% | 1,515 | 0.0% | 0.06% | -6.6% | |
| BAC | Buy | BK OF AMERICA CORP | $203,000 | -12.9% | 6,517 | +15.4% | 0.06% | -3.4% |
| XYL | XYLEM INC | $202,000 | -8.6% | 2,589 | 0.0% | 0.06% | 0.0% | |
| HYMC | Buy | HYCROFT MINING HOLDING CORP | $181,000 | +138.2% | 163,000 | +393.9% | 0.05% | +168.4% |
| FNB | F N B CORP | $178,000 | -12.7% | 16,376 | 0.0% | 0.05% | -3.8% | |
| FMN | FEDERATED HERMES PREM MUNI I | $147,000 | -13.0% | 13,260 | 0.0% | 0.04% | -4.7% | |
| VTRS | Sell | VIATRIS INC | $105,000 | -6.2% | 10,044 | -2.1% | 0.03% | 0.0% |
| COMM | New | COMMSCOPE HLDG CO INC | $98,000 | – | 16,000 | +100.0% | 0.03% | – |
| SNDL | New | SUNDIAL GROWERS INC | $26,000 | – | 80,000 | +100.0% | 0.01% | – |
| TSLA | Exit | TESLA INC | $0 | – | -187 | -100.0% | -0.05% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -1,876 | -100.0% | -0.05% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -2,000 | -100.0% | -0.05% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,781 | -100.0% | -0.05% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -3,969 | -100.0% | -0.05% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -2,235 | -100.0% | -0.06% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,138 | -100.0% | -0.06% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -4,879 | -100.0% | -0.06% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,093 | -100.0% | -0.06% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -6,328 | -100.0% | -0.06% | – |
| IIVI | Exit | II-VI INC | $0 | – | -3,333 | -100.0% | -0.06% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -1,105 | -100.0% | -0.06% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -887 | -100.0% | -0.06% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,980 | -100.0% | -0.07% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,194 | -100.0% | -0.08% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -2,163 | -100.0% | -0.09% | – |
| TSC | Exit | TRISTATE CAP HLDGS INC | $0 | – | -59,445 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.