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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 VO, SPDW, SCHG, MMIT, SCHX, and represent 43.06% of Schneider Downs Wealth Management Advisors's stock portfolio.
Added to shares of these 10 stocks: MMIT, MUB, VNLA, VO, RJF, SPDW, IJT, SUSB, FHI, JPIE.
Started 14 new stock positions in TJX, T, LBRDK, VOE, MO, PPG, NUSC, NVR, NFLX, BWIN. RKLB, GLW, UBER, FNB.
Reduced shares in these 10 stocks: AAPL, VOO, FHYS, VTI, FMNB, FTRB, ESGE, IWR, IWF, ESGD.
Sold out of its positions in FHYS, IUSG.
Schneider Downs Wealth Management Advisors was a net buyer of stock by $14M.
Schneider Downs Wealth Management Advisors has $489M in assets under management (AUM), dropping by 8.70%.
Central Index Key (CIK): 0001665359

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Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 143 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mid Cap Etf (VO)	10.7	$52M	+4%	199k	263.83	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	10.4	$51M	+3%	1.4M	37.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.0	$39M		377k	104.18	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	7.3	$35M	+12%	1.4M	24.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.6	$32M		476k	67.85	View chart
Ishares Tr National Mun Etf (MUB)	5.6	$27M	+11%	252k	108.63	View chart
Ishares Tr S&P SML 600 GWT (IJT)	3.7	$18M	+5%	128k	139.49	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$16M		278k	57.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.2	$16M	-2%	42k	375.38	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.0	$15M	+20%	302k	49.04	View chart
Microsoft Corporation (MSFT)	2.1	$10M		23k	430.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$9.6M	-16%	18k	527.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$8.5M		161k	52.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$8.2M	+3%	70k	116.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$7.3M		87k	83.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$7.0M		85k	83.09	View chart
Apple (AAPL)	1.4	$6.9M	-25%	30k	233.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$6.8M	+7%	146k	46.74	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$6.8M	+8%	147k	46.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.4	$6.7M	-7%	76k	88.14	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	1.1	$5.5M	-11%	213k	25.80	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$4.4M		55k	80.37	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.8	$3.7M	+3%	54k	69.44	View chart
Federated Hermes CL B (FHI)	0.7	$3.3M	+31%	91k	36.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$3.3M	+4%	5.7k	576.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$2.8M	-2%	97k	29.18	View chart
Raymond James Financial (RJF)	0.5	$2.6M	+363%	22k	122.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.6M		63k	41.12	View chart
Farmers Natl Banc Corp (FMNB)	0.5	$2.6M	-22%	171k	15.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.5M	-3%	4.4k	573.76	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.5	$2.5M		23k	108.79	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$2.2M		33k	67.51	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.4	$2.2M	-6%	88k	24.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$2.0M		40k	51.12	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.9M	-2%	16k	117.22	View chart
Eaton Corp SHS (ETN)	0.4	$1.8M		5.6k	331.44	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$1.8M		37k	48.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.8M		19k	95.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.8M	-41%	6.2k	283.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.8M		7.2k	243.06	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$1.7M		32k	53.15	View chart
Cbiz (CBZ)	0.3	$1.6M		24k	67.29	View chart
Ansys (ANSS)	0.3	$1.5M		4.7k	318.63	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M	+9%	6.9k	210.87	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.3	$1.4M	+174%	57k	25.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M	+38%	8.2k	165.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.3M	-3%	25k	51.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.3M		13k	97.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.2M		6.0k	197.17	View chart
Amazon (AMZN)	0.2	$1.1M	+50%	6.0k	186.33	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$1.0M		10k	96.52	View chart
Remitly Global (RELY)	0.2	$990k		74k	13.39	View chart
Paccar (PCAR)	0.2	$976k		9.9k	98.68	View chart
NVIDIA Corporation (NVDA)	0.2	$936k	+4%	7.7k	121.44	View chart
Amgen (AMGN)	0.2	$893k		2.8k	322.21	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$880k	-25%	11k	84.17	View chart
Visa Com Cl A (V)	0.2	$853k	+75%	3.1k	274.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$838k	-25%	14k	62.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$826k	+41%	4.9k	167.19	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$819k	+48%	11k	76.88	View chart
PNC Financial Services (PNC)	0.2	$800k	+7%	4.3k	184.85	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$752k		7.0k	107.65	View chart
Meta Platforms Cl A (META)	0.2	$735k	+195%	1.3k	572.44	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$716k		8.2k	87.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$690k		3.1k	220.89	View chart
Costco Wholesale Corporation (COST)	0.1	$687k		775.00	886.52	View chart
Wal-Mart Stores (WMT)	0.1	$657k	-2%	8.1k	80.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$635k	+41%	1.4k	460.26	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$632k		13k	47.52	View chart
Oracle Corporation (ORCL)	0.1	$628k	-7%	3.7k	170.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$619k		1.5k	423.12	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$606k	-50%	17k	36.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$590k	-3%	2.5k	237.21	View chart
Kkr & Co (KKR)	0.1	$588k		4.5k	130.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$579k		2.0k	284.00	View chart
McDonald's Corporation (MCD)	0.1	$578k		1.9k	304.51	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$567k		14k	39.82	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$558k	+4%	2.1k	267.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$551k		1.1k	488.07	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$544k		16k	35.04	View chart
Park-Ohio Holdings (PKOH)	0.1	$531k		17k	30.70	View chart
Johnson & Johnson (JNJ)	0.1	$520k	-2%	3.2k	162.06	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$506k		4.7k	107.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$502k		2.5k	198.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$499k		5.4k	91.93	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$489k		9.7k	50.50	View chart
Uber Technologies (UBER)	0.1	$487k	NEW	6.5k	75.16	View chart
Netflix (NFLX)	0.1	$480k	NEW	677.00	709.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$478k	-2%	6.1k	78.05	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$473k		3.8k	123.62	View chart
Trimas Corp Com New (TRS)	0.1	$472k		19k	25.53	View chart
Manulife Finl Corp (MFC)	0.1	$470k		16k	29.55	View chart
Porch Group (PRCH)	0.1	$435k		283k	1.53	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$425k		15k	27.91	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$415k		4.7k	87.80	View chart
The Baldwin Insurance Grp In Com Cl A (BWIN)	0.1	$408k	NEW	8.2k	49.80	View chart
Merck & Co (MRK)	0.1	$404k		3.6k	113.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$399k		1.8k	225.76	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$394k	-2%	8.3k	47.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$383k		8.4k	45.86	View chart
International Business Machines (IBM)	0.1	$357k		1.6k	221.08	View chart
Home Depot (HD)	0.1	$352k	+4%	869.00	405.20	View chart
Pepsi (PEP)	0.1	$345k		2.0k	170.05	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$331k		4.1k	80.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$331k	-5%	3.3k	101.26	View chart
NVR (NVR)	0.1	$324k	NEW	33.00	9811.79	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$320k		1.2k	276.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$320k		2.6k	121.16	View chart
Nextera Energy (NEE)	0.1	$313k		3.7k	84.53	View chart
Cisco Systems (CSCO)	0.1	$302k		5.7k	53.22	View chart
Procter & Gamble Company (PG)	0.1	$297k		1.7k	173.20	View chart
Welltower Inc Com reit (WELL)	0.1	$296k		2.3k	128.03	View chart
Abbvie (ABBV)	0.1	$295k	-2%	1.5k	197.48	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$290k		3.6k	79.46	View chart
Cheniere Energy Com New (LNG)	0.1	$286k		1.6k	179.84	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$280k	-8%	3.4k	83.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$277k		2.3k	119.70	View chart
Lululemon Athletica (LULU)	0.1	$275k		1.0k	271.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$269k		1.1k	243.47	View chart
Bank of New York Mellon Corporation (BK)	0.1	$261k		3.6k	71.86	View chart
Warrior Met Coal (HCC)	0.1	$256k		4.0k	63.90	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$255k	-4%	11k	23.79	View chart
F.N.B. Corporation (FNB)	0.1	$251k	NEW	18k	14.11	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$246k		3.2k	76.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$245k		1.2k	200.75	View chart
Corning Incorporated (GLW)	0.0	$232k	NEW	5.1k	45.15	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$228k		3.9k	58.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$221k	NEW	1.3k	167.67	View chart
Comcast Corp Cl A (CMCSA)	0.0	$220k		5.3k	41.77	View chart
Altria (MO)	0.0	$217k	NEW	4.2k	51.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$216k		821.00	263.29	View chart
CSX Corporation (CSX)	0.0	$212k		6.1k	34.53	View chart
Eli Lilly & Co. (LLY)	0.0	$212k		239.00	885.94	View chart
At&t (T)	0.0	$212k	NEW	9.6k	22.00	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$209k	NEW	2.7k	77.29	View chart
TJX Companies (TJX)	0.0	$206k	NEW	1.8k	117.54	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$206k	NEW	4.8k	42.84	View chart
PPG Industries (PPG)	0.0	$204k	NEW	1.5k	132.46	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$149k	-11%	10k	14.69	View chart
Rocket Lab Usa (RKLB)	0.0	$107k	NEW	11k	9.73	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$48k		10k	4.68	View chart
D-wave Quantum (QBTS)	0.0	$12k		13k	0.98	View chart
Gold Resource Corporation (GORO)	0.0	$8.3k		24k	0.35	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 Q3 filed Nov. 6, 2024
Schneider Downs Wealth Management Advisors 2024 Q2 filed Aug. 7, 2024
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

View all past filings

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