Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Dec. 31, 2022

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 113 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Hermes CL B (FHI) 35.9 $164M 4.5M 36.31
Vanguard Index Fds Mid Cap Etf (VO) 6.7 $31M 151k 203.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.2 $19M 343k 55.56
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.0 $18M 609k 29.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $18M 399k 45.15
Ishares Tr National Mun Etf (MUB) 3.6 $16M 154k 105.52
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.2 $15M 312k 47.40
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 3.0 $14M 570k 24.13
Ishares Core Msci Emkt (IEMG) 2.6 $12M 254k 46.70
Ishares Tr Rus 1000 Grw Etf (IWF) 2.5 $12M 54k 214.24
Ishares Tr S&P SML 600 GWT (IJT) 2.2 $9.9M 92k 108.07
Ishares Tr Rus Mid Cap Etf (IWR) 1.8 $8.3M 122k 67.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $7.6M 181k 41.97
Ishares Tr Msci Eafe Etf (EFA) 1.3 $5.8M 88k 65.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $5.7M 125k 45.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $5.6M 16k 351.33
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $5.5M 58k 94.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $4.7M 72k 65.61
Microsoft Corporation (MSFT) 1.0 $4.6M 19k 239.82
Apple (AAPL) 0.8 $3.8M 29k 129.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $3.4M 52k 66.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $3.1M 129k 23.67
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.6 $3.0M 32k 93.00
Invesco Actively Managed Etf Total Return (GTO) 0.6 $2.9M 62k 46.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.7M 55k 49.49
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.6 $2.7M 113k 23.75
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.6 $2.7M 154k 17.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.6M 13k 191.19
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.5 $2.4M 48k 49.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.2M 70k 32.21
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.2M 5.7k 384.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.0M 5.2k 382.45
Remitly Global (RELY) 0.4 $2.0M 173k 11.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.8M 45k 40.51
Exxon Mobil Corporation (XOM) 0.4 $1.8M 17k 110.30
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $1.6M 35k 44.98
Federated Hermes Etf Trust Short Duration H (FHYS) 0.3 $1.6M 71k 22.04
Cbiz (CBZ) 0.3 $1.3M 29k 46.85
Matthews Intl Corp Cl A (MATW) 0.3 $1.3M 42k 30.44
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.2M 8.2k 145.07
Ansys (ANSS) 0.3 $1.2M 4.8k 241.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.1M 4.7k 241.88
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M 6.6k 169.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.1M 19k 58.50
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $1.0M 32k 31.46
Raymond James Financial (RJF) 0.2 $995k 9.3k 106.85
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $811k 9.7k 83.76
Trimas Corp Com New (TRS) 0.2 $749k 27k 27.74
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $745k 10k 71.79
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $720k 15k 49.28
Vanguard Index Fds Small Cp Etf (VB) 0.2 $712k 3.9k 183.54
Ishares Tr Core Msci Eafe (IEFA) 0.1 $672k 11k 61.64
Ishares Tr Russell 2000 Etf (IWM) 0.1 $668k 3.8k 174.36
S&T Ban (STBA) 0.1 $655k 19k 34.18
Eaton Corp SHS (ETN) 0.1 $604k 3.9k 156.95
Ishares Esg Awr Msci Em (ESGE) 0.1 $603k 20k 30.07
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $591k 8.9k 66.58
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $553k 5.7k 96.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $548k 3.6k 151.85
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $545k 9.9k 55.12
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $544k 8.3k 65.74
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $533k 8.2k 65.34
Porch Group (PRCH) 0.1 $533k 284k 1.88
Select Sector Spdr Tr Technology (XLK) 0.1 $513k 4.1k 124.44
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $511k 5.6k 91.30
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $493k 11k 46.44
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $489k 21k 23.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $484k 1.5k 331.33
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $481k 2.2k 214.52
Amgen (AMGN) 0.1 $462k 1.8k 262.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $440k 4.4k 100.80
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $403k 5.9k 68.30
PNC Financial Services (PNC) 0.1 $393k 2.5k 157.94
Alphabet Cap Stk Cl A (GOOGL) 0.1 $392k 4.4k 88.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $388k 4.7k 82.48
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $385k 10k 37.90
Amc Entmt Hldgs Cl A Com 0.1 $344k 84k 4.07
Bank of New York Mellon Corporation (BK) 0.1 $338k 7.4k 45.52
Oracle Corporation (ORCL) 0.1 $338k 4.1k 81.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $338k 1.1k 308.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $337k 1.3k 266.28
Costco Wholesale Corporation (COST) 0.1 $332k 728.00 456.50
Lululemon Athletica (LULU) 0.1 $325k 1.0k 320.38
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $324k 16k 19.85
PPG Industries (PPG) 0.1 $322k 2.6k 125.74
Abbvie (ABBV) 0.1 $316k 2.0k 161.61
Amazon (AMZN) 0.1 $315k 3.8k 84.00
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $314k 10k 30.99
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $305k 11k 28.66
Select Sector Spdr Tr Financial (XLF) 0.1 $304k 8.9k 34.20
Select Sector Spdr Tr Energy (XLE) 0.1 $303k 3.5k 87.47
Johnson & Johnson (JNJ) 0.1 $299k 1.7k 176.65
Paccar (PCAR) 0.1 $297k 3.0k 98.97
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $289k 4.1k 70.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $278k 3.2k 86.19
Pepsi (PEP) 0.1 $277k 1.5k 180.66
Federated Hermes Etf Trust Short Duration C (FCSH) 0.1 $253k 11k 23.22
Wal-Mart Stores (WMT) 0.1 $247k 1.7k 141.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $246k 1.6k 151.65
Cheniere Energy Com New (LNG) 0.1 $239k 1.6k 149.96
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $236k 3.6k 64.72
Liberty Media Corp Del Com C Siriusxm 0.1 $235k 6.0k 39.13
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $231k 8.1k 28.67
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $225k 10k 22.30
Nextera Energy (NEE) 0.0 $224k 2.7k 83.60
Kkr & Co (KKR) 0.0 $209k 4.5k 46.42
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $206k 2.7k 76.27
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $206k 3.2k 64.34
Park-Ohio Holdings (PKOH) 0.0 $163k 13k 12.23
First Commonwealth Financial (FCF) 0.0 $140k 10k 13.97
Federated Premier Municipal Income (FMN) 0.0 $139k 13k 10.50
Hycroft Mining Holding Corp Com Cl A 0.0 $127k 239k 0.53
Mullen Automotiv 0.0 $2.9k 10k 0.29