Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of March 31, 2019

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 67 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Investors (FHI) 59.1 $157M 5.3M 29.31
Vanguard Mid-Cap ETF (VO) 6.2 $16M 102k 160.75
Vanguard Europe Pacific ETF (VEA) 3.7 $9.9M 241k 40.87
iShares Russell Midcap Index Fund (IWR) 3.5 $9.3M 172k 53.95
Schwab International Equity ETF (SCHF) 3.0 $8.0M 256k 31.31
iShares Russell 1000 Growth Index (IWF) 2.5 $6.7M 44k 151.35
J P Morgan Exchange Traded F div rtn int eq (JPIN) 2.5 $6.6M 119k 55.29
Schwab U S Large Cap Growth ETF (SCHG) 1.6 $4.1M 52k 79.43
Schwab Strategic Tr us lrg cap etf (SCHX) 1.5 $3.9M 57k 67.61
Spdr S&p 500 Etf (SPY) 1.1 $2.9M 10k 282.44
Schwab Emerging Markets Equity ETF (SCHE) 1.0 $2.7M 102k 26.01
iShares S&P 500 Index (IVV) 0.9 $2.5M 8.9k 284.52
iShares MSCI EAFE Value Index (EFV) 0.9 $2.5M 50k 48.88
Sch Us Mid-cap Etf etf (SCHM) 0.8 $2.2M 40k 55.40
Vanguard S&p 500 Etf idx (VOO) 0.8 $2.2M 8.6k 259.56
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.7 $1.9M 38k 50.39
Schwab Strategic Tr us aggregate b (SCHZ) 0.7 $1.7M 34k 51.89
Schwab U S Small Cap ETF (SCHA) 0.6 $1.6M 23k 69.91
iShares MSCI EAFE Growth Index (EFG) 0.5 $1.3M 16k 77.46
Brookfield Asset Management 0.4 $1.1M 24k 46.64
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.4 $1.1M 21k 52.54
Apple (AAPL) 0.4 $1.0M 5.3k 189.98
John Hancock Exchange Traded multifactor la (JHML) 0.4 $1.0M 28k 36.45
iShares Russell 2000 Value Index (IWN) 0.4 $969k 8.1k 119.93
Trimas Corporation (TRS) 0.3 $924k 31k 30.25
iShares MSCI EAFE Index Fund (EFA) 0.3 $906k 14k 64.90
inv grd crp bd (CORP) 0.3 $837k 8.1k 103.69
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $760k 15k 50.19
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $761k 13k 60.79
Cbiz (CBZ) 0.3 $753k 37k 20.24
Vanguard Small-Cap ETF (VB) 0.3 $724k 4.7k 152.77
iShares Lehman Aggregate Bond (AGG) 0.2 $663k 6.1k 109.03
Vanguard REIT ETF (VNQ) 0.2 $634k 7.3k 86.97
iShares S&P 500 Value Index (IVE) 0.2 $545k 4.8k 112.74
Microsoft Corporation (MSFT) 0.2 $447k 3.8k 117.91
Vanguard Short-Term Bond ETF (BSV) 0.2 $415k 5.2k 79.56
iShares S&P MidCap 400 Index (IJH) 0.2 $421k 2.2k 189.47
Qualcomm (QCOM) 0.1 $399k 7.0k 57.00
SPDR Gold Trust (GLD) 0.1 $404k 3.3k 121.87
iShares S&P 500 Growth Index (IVW) 0.1 $358k 2.1k 172.45
iShares S&P SmallCap 600 Index (IJR) 0.1 $336k 4.4k 77.24
Liberty Media Corp Delaware Com C Siriusxm 0.1 $352k 9.2k 38.26
At&t (T) 0.1 $314k 10k 31.40
Vanguard Dividend Appreciation ETF (VIG) 0.1 $318k 2.9k 109.50
SPDR Barclays Capital Convertible SecETF (CWB) 0.1 $311k 6.0k 52.21
Ishares Tr core strm usbd (ISTB) 0.1 $325k 6.5k 49.88
Liberty Broadband Cl C (LBRDK) 0.1 $312k 3.4k 91.63
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) 0.1 $330k 18k 18.66
PNC Financial Services (PNC) 0.1 $280k 2.3k 122.70
Brookfield Infrastructure Part (BIP) 0.1 $283k 6.8k 41.85
iShares S&P MidCap 400 Growth (IJK) 0.1 $305k 1.4k 219.27
iShares Russell 2000 Growth Index (IWO) 0.1 $293k 1.5k 196.64
Vanguard Emerging Markets ETF (VWO) 0.1 $302k 7.1k 42.46
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $288k 1.8k 156.69
Invesco Exchng Traded Fd Tr dwa tactcl mlt 0.1 $285k 11k 24.98
Johnson & Johnson (JNJ) 0.1 $227k 1.6k 139.61
Altria (MO) 0.1 $247k 4.3k 57.47
Utilities SPDR (XLU) 0.1 $239k 4.1k 58.26
Vanguard Total Stock Market ETF (VTI) 0.1 $236k 1.6k 144.43
Schwab Strategic Tr cmn (SCHV) 0.1 $247k 4.5k 54.67
Newell Rubbermaid (NWL) 0.1 $200k 13k 15.36
Citigroup (C) 0.1 $202k 3.3k 62.15
Ishares Inc core msci emkt (IEMG) 0.1 $216k 4.2k 51.72
Invesco Qqq Trust Series 1 (QQQ) 0.1 $207k 1.2k 180.00
Federated Premier Municipal Income (FMN) 0.1 $178k 13k 13.42
Carrols Restaurant 0.1 $158k 16k 10.00
Sanofi Aventis Wi Conval Rt 0.0 $11k 25k 0.44