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Schneider Downs Wealth Management Advisors

Latest statistics and disclosures from Schneider Downs Wealth Management Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPDW, VO, SCHG, MMIT, SCHX, and represent 41.56% of Schneider Downs Wealth Management Advisors's stock portfolio.
Added to shares of these 10 stocks: MMIT, SPDW, VO, MUB, AAPL, MSFT, VNLA, Federated Hermes Etf Trust, IJT, SCHX.
Started 22 new stock positions in CSCO, ABT, RTX, VOE, MCD, DIS, GOOG, VTV, HD, NEE. Federated Hermes Etf Trust, PBH, JGRO, BK, PFE, META, HRYU, GBTC, PG, NUSC, VBK, MRK.
Reduced shares in these 10 stocks: SCHV, SCHZ, RJF, IWR, , SCHA, IWF, CBZ, SCHE, SHY.
Sold out of its positions in AMC, HYMC, SHY, ACWI, ISTB, LBRDK, TEF.
Schneider Downs Wealth Management Advisors was a net buyer of stock by $28M.
Schneider Downs Wealth Management Advisors has $434M in assets under management (AUM), dropping by 12.79%.
Central Index Key (CIK): 0001665359

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Positions held by Schneider Downs Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 136 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	10.6	$46M	+8%	1.3M	35.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	10.1	$44M	+8%	175k	249.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.3	$36M	+3%	389k	92.72	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	6.4	$28M	+18%	1.1M	24.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.3	$27M	+4%	438k	62.06	View chart
Ishares Tr National Mun Etf (MUB)	5.0	$22M	+13%	203k	107.60	View chart
Ishares Tr S&P SML 600 GWT (IJT)	3.5	$15M	+7%	116k	130.73	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$14M	+3%	275k	51.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.2	$14M	-2%	42k	337.05	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.8	$12M	+13%	252k	48.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$11M		22k	480.70	View chart
Microsoft Corporation (MSFT)	2.3	$10M	+24%	24k	420.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$8.2M	-2%	164k	50.17	View chart
Invesco Actively Managed Etf Total Return (GTO)	1.9	$8.1M	+9%	173k	46.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.8	$8.0M	-7%	95k	84.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$7.4M		67k	110.52	View chart
Apple (AAPL)	1.6	$6.9M	+39%	40k	171.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.5	$6.7M		82k	81.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.5	$6.6M	-17%	144k	46.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.2	$5.1M		64k	79.86	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.1	$4.8M	+13%	105k	45.56	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$4.5M	-39%	59k	75.98	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.8	$3.3M	+12%	51k	64.76	View chart
Farmers Natl Banc Corp (FMNB)	0.7	$2.9M		220k	13.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.9M	-3%	5.5k	525.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.8M	+3%	11k	259.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$2.6M	-8%	102k	25.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$2.5M	-3%	65k	39.02	View chart
Federated Hermes CL B (FHI)	0.6	$2.5M	-7%	70k	36.12	View chart
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)	0.6	$2.4M	-4%	99k	24.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.4M		4.5k	523.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.3M		46k	50.60	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$2.0M		33k	61.53	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.0M	+4%	17k	116.24	View chart
Cbiz (CBZ)	0.4	$1.9M	-13%	24k	78.50	View chart
Eaton Corp SHS (ETN)	0.4	$1.7M		5.6k	312.68	View chart
Ansys (ANSS)	0.4	$1.6M		4.7k	347.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.6M		19k	84.44	View chart
Remitly Global (RELY)	0.4	$1.5M	-6%	75k	20.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.5M	-2%	7.3k	205.72	View chart
Federated Hermes Etf Trust Short Duration H (FHYS)	0.3	$1.5M		65k	22.92	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M	+238%	6.8k	200.31	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$1.3M		32k	41.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.3M	-20%	27k	49.24	View chart
Paccar (PCAR)	0.3	$1.2M		9.9k	123.89	View chart
Porch Group (PRCH)	0.3	$1.2M		284k	4.31	View chart
Federated Hermes Etf Trust Hermes Total Ret	0.3	$1.2M	NEW	47k	24.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.1M	-2%	6.1k	186.81	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.1M		14k	79.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.1M	+401%	18k	60.74	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.1M	+8%	33k	32.23	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$1.0M		10k	100.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$962k	+58%	6.4k	150.93	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$901k	+8%	10k	86.67	View chart
Amgen (AMGN)	0.2	$793k	+58%	2.8k	284.32	View chart
Amazon (AMZN)	0.2	$775k	+33%	4.3k	180.38	View chart
PNC Financial Services (PNC)	0.2	$751k	+8%	4.6k	161.61	View chart
NVIDIA Corporation (NVDA)	0.2	$736k		814.00	903.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$725k		7.0k	103.79	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$713k		8.2k	87.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$708k	+8%	3.1k	228.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$664k		3.2k	210.30	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$629k	NEW	9.9k	63.17	View chart
Johnson & Johnson (JNJ)	0.1	$604k	+85%	3.8k	158.19	View chart
Raymond James Financial (RJF)	0.1	$597k	-52%	4.6k	128.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$595k	-11%	8.0k	74.22	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$584k		5.7k	102.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$582k		1.5k	397.76	View chart
Costco Wholesale Corporation (COST)	0.1	$581k	+7%	793.00	732.63	View chart
McDonald's Corporation (MCD)	0.1	$563k	NEW	2.0k	281.95	View chart
Manulife Finl Corp (MFC)	0.1	$556k	-7%	22k	24.99	View chart
Visa Com Cl A (V)	0.1	$532k	+137%	1.9k	279.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$531k	NEW	3.5k	152.26	View chart
Merck & Co (MRK)	0.1	$527k	NEW	4.0k	131.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$521k	NEW	2.0k	260.72	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$506k	-5%	21k	24.48	View chart
Oracle Corporation (ORCL)	0.1	$500k		4.0k	125.61	View chart
Wal-Mart Stores (WMT)	0.1	$499k	+384%	8.3k	60.17	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$496k		16k	31.62	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$496k		5.4k	91.25	View chart
Trimas Corp Com New (TRS)	0.1	$494k	-18%	19k	26.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$488k	-2%	1.1k	444.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$488k	+10%	1.2k	420.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$463k		2.5k	182.61	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$453k		3.8k	118.29	View chart
Kkr & Co (KKR)	0.1	$453k		4.5k	100.58	View chart
Lululemon Athletica (LULU)	0.1	$397k		1.0k	390.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$394k	-6%	4.0k	97.93	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$385k		15k	25.28	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$378k	+2%	12k	31.21	View chart
Pepsi (PEP)	0.1	$378k	+72%	2.2k	175.01	View chart
Cisco Systems (CSCO)	0.1	$375k	NEW	7.5k	49.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$372k		4.3k	86.49	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$360k	NEW	5.1k	70.21	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$359k	+5%	8.5k	42.02	View chart
Home Depot (HD)	0.1	$352k	NEW	918.00	383.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$343k		8.4k	41.08	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$321k		1.5k	208.27	View chart
Abbvie (ABBV)	0.1	$320k	+12%	1.8k	182.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$313k		3.3k	94.41	View chart
Procter & Gamble Company (PG)	0.1	$311k	NEW	1.9k	162.25	View chart
International Business Machines (IBM)	0.1	$308k	+4%	1.6k	190.96	View chart
Park-Ohio Holdings (PKOH)	0.1	$302k	-40%	11k	26.68	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$289k	-8%	3.7k	78.64	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$286k		1.2k	247.41	View chart
Bank of New York Mellon Corporation (BK)	0.1	$283k	NEW	4.9k	57.62	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$277k		3.6k	76.00	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$269k		4.1k	65.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$269k	NEW	2.8k	97.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$265k	NEW	1.6k	162.86	View chart
Nextera Energy (NEE)	0.1	$262k	NEW	4.1k	63.92	View chart
Cheniere Energy Com New (LNG)	0.1	$261k		1.6k	161.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$261k		1.1k	235.79	View chart
Meta Platforms Cl A (META)	0.1	$257k	NEW	530.00	485.58	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$257k		11k	22.99	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$254k	+6%	2.3k	110.50	View chart
Comcast Corp Cl A (CMCSA)	0.1	$250k	+7%	5.8k	43.35	View chart
Warrior Met Coal (HCC)	0.1	$243k		4.0k	60.70	View chart
Eli Lilly & Co. (LLY)	0.1	$237k	-28%	305.00	777.96	View chart
CSX Corporation (CSX)	0.1	$235k	+3%	6.3k	37.07	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$234k		3.2k	73.04	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$234k	-7%	1.2k	191.94	View chart
Walt Disney Company (DIS)	0.1	$233k	NEW	1.9k	122.38	View chart
Pfizer (PFE)	0.1	$232k	NEW	8.4k	27.75	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$224k		3.9k	57.23	View chart
PPG Industries (PPG)	0.1	$223k	-23%	1.5k	144.90	View chart
Prestige Brands Holdings (PBH)	0.1	$222k	NEW	3.1k	72.56	View chart
Welltower Inc Com reit (WELL)	0.0	$216k		2.3k	93.44	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$208k	NEW	5.0k	41.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$205k	NEW	1.3k	155.91	View chart
Abbott Laboratories (ABT)	0.0	$200k	NEW	1.8k	113.66	View chart
At&t (T)	0.0	$190k	+3%	11k	17.60	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$159k		11k	13.98	View chart
D-wave Quantum (QBTS)	0.0	$26k		13k	2.04	View chart
Gold Resource Corporation (GORO)	0.0	$10k		24k	0.43	View chart
Hanryu Hldgs (HRYU)	0.0	$3.7k	NEW	13k	0.29	View chart

Past Filings by Schneider Downs Wealth Management Advisors

SEC 13F filings are viewable for Schneider Downs Wealth Management Advisors going back to 2015

Schneider Downs Wealth Management Advisors 2024 Q1 filed May 8, 2024
Schneider Downs Wealth Management Advisors 2023 Q4 filed Feb. 9, 2024
Schneider Downs Wealth Management Advisors 2023 Q3 filed Nov. 6, 2023
Schneider Downs Wealth Management Advisors 2023 Q2 filed July 31, 2023
Schneider Downs Wealth Management Advisors 2023 Q1 filed May 4, 2023
Schneider Downs Wealth Management Advisors 2022 Q4 filed Feb. 1, 2023
Schneider Downs Wealth Management Advisors 2022 Q3 filed Oct. 26, 2022
Schneider Downs Wealth Management Advisors 2022 Q2 filed July 13, 2022
Schneider Downs Wealth Management Advisors 2022 Q1 filed May 2, 2022
Schneider Downs Wealth Management Advisors 2021 Q4 filed Jan. 31, 2022
Schneider Downs Wealth Management Advisors 2021 Q3 filed Oct. 14, 2021
Schneider Downs Wealth Management Advisors 2021 Q2 filed July 20, 2021
Schneider Downs Wealth Management Advisors 2021 Q1 filed April 26, 2021
Schneider Downs Wealth Management Advisors 2020 Q4 filed Jan. 21, 2021
Schneider Downs Wealth Management Advisors 2020 Q3 filed Oct. 14, 2020
Schneider Downs Wealth Management Advisors 2020 Q2 filed July 15, 2020

View all past filings

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