Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of March 31, 2023

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 115 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Hermes CL B (FHI) 36.8 $179M 4.5M 40.14
Vanguard Index Fds Mid Cap Etf (VO) 6.6 $32M 151k 210.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.7 $23M 353k 65.17
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.3 $21M 654k 32.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.1 $20M 409k 48.37
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 3.2 $16M 642k 24.59
Ishares Tr National Mun Etf (MUB) 3.1 $15M 141k 107.74
Ishares Tr Rus 1000 Grw Etf (IWF) 2.7 $13M 53k 244.33
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.6 $13M 268k 47.75
Ishares Core Msci Emkt (IEMG) 2.5 $12M 252k 48.79
Ishares Tr S&P SML 600 GWT (IJT) 2.2 $11M 96k 109.94
Ishares Tr Rus Mid Cap Etf (IWR) 1.7 $8.5M 121k 69.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $8.0M 176k 45.17
Ishares Tr Msci Eafe Etf (EFA) 1.4 $6.6M 93k 71.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $5.9M 16k 376.06
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $5.5M 57k 96.70
Microsoft Corporation (MSFT) 1.1 $5.5M 19k 288.30
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $5.0M 107k 46.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $4.9M 73k 67.85
Apple (AAPL) 1.0 $4.7M 28k 164.90
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $3.4M 52k 65.58
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $3.4M 137k 24.52
Invesco Actively Managed Etf Total Return (GTO) 0.6 $2.9M 62k 47.20
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.6 $2.7M 153k 17.87
Farmers Natl Banc Corp (FMNB) 0.6 $2.7M 212k 12.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $2.6M 51k 50.66
Remitly Global (RELY) 0.5 $2.6M 151k 16.95
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.5M 6.0k 411.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.4M 69k 34.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.3M 11k 204.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.1M 5.1k 409.39
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.4 $2.1M 40k 51.79
Exxon Mobil Corporation (XOM) 0.4 $1.8M 16k 109.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.7M 42k 41.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $1.6M 34k 48.15
Ansys (ANSS) 0.3 $1.6M 4.8k 332.80
Federated Hermes Etf Trust Short Duration H (FHYS) 0.3 $1.6M 71k 22.38
Matthews Intl Corp Cl A (MATW) 0.3 $1.5M 42k 36.06
Cbiz (CBZ) 0.3 $1.4M 29k 49.49
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.2M 6.5k 183.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.2M 19k 63.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.2M 4.7k 250.17
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $1.0M 32k 32.59
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.2 $1.0M 43k 24.42
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $976k 6.4k 151.76
Raymond James Financial (RJF) 0.2 $913k 9.8k 93.27
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $907k 9.7k 93.68
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $810k 10k 77.99
Ishares Esg Awr Msci Em (ESGE) 0.2 $806k 26k 31.48
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $789k 15k 52.31
Trimas Corp Com New (TRS) 0.2 $752k 27k 27.86
Ishares Tr Core Msci Eafe (IEFA) 0.1 $726k 11k 66.85
Ishares Tr Russell 2000 Etf (IWM) 0.1 $704k 3.9k 178.40
Vanguard Index Fds Small Cp Etf (VB) 0.1 $699k 3.7k 189.56
Eaton Corp SHS (ETN) 0.1 $660k 3.9k 171.34
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $633k 9.5k 66.81
Select Sector Spdr Tr Technology (XLK) 0.1 $605k 4.0k 151.01
S&T Ban (STBA) 0.1 $603k 19k 31.45
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $586k 5.9k 99.65
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $566k 7.9k 71.84
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $566k 3.7k 154.01
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $559k 8.2k 68.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $540k 8.6k 62.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $525k 5.6k 93.59
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $495k 21k 24.06
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $490k 2.2k 226.82
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $486k 1.5k 332.62
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $448k 4.4k 102.77
Amc Entmt Hldgs Cl A Com 0.1 $425k 85k 5.01
Amgen (AMGN) 0.1 $412k 1.7k 241.75
Porch Group (PRCH) 0.1 $406k 284k 1.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $403k 1.3k 320.93
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $398k 5.6k 71.51
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $393k 4.7k 83.04
PNC Financial Services (PNC) 0.1 $382k 3.0k 127.10
Alphabet Cap Stk Cl A (GOOGL) 0.1 $378k 3.6k 103.73
Oracle Corporation (ORCL) 0.1 $377k 4.1k 92.92
Lululemon Athletica (LULU) 0.1 $370k 1.0k 364.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $365k 9.2k 39.46
Costco Wholesale Corporation (COST) 0.1 $356k 717.00 496.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $344k 1.1k 308.66
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $344k 11k 32.35
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $343k 10k 33.77
Paccar (PCAR) 0.1 $329k 4.5k 73.20
Bank of New York Mellon Corporation (BK) 0.1 $317k 7.0k 45.44
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $317k 16k 19.78
Abbvie (ABBV) 0.1 $312k 2.0k 159.37
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $297k 3.2k 92.09
Amazon (AMZN) 0.1 $292k 2.8k 103.29
Johnson & Johnson (JNJ) 0.1 $288k 1.9k 155.00
Select Sector Spdr Tr Financial (XLF) 0.1 $286k 8.9k 32.15
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $278k 4.1k 67.69
Pepsi (PEP) 0.1 $274k 1.5k 182.30
Select Sector Spdr Tr Energy (XLE) 0.1 $269k 3.2k 82.83
PPG Industries (PPG) 0.1 $268k 2.0k 133.58
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $264k 8.1k 32.72
Federated Hermes Etf Trust Short Duration C (FCSH) 0.1 $257k 11k 23.54
Wal-Mart Stores (WMT) 0.1 $257k 1.7k 147.45
Cheniere Energy Com New (LNG) 0.1 $255k 1.6k 157.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $247k 1.6k 152.26
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $241k 3.6k 66.08
Kkr & Co (KKR) 0.0 $236k 4.5k 52.52
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $236k 2.5k 96.20
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $233k 10k 23.02
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $221k 2.7k 81.70
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $215k 1.1k 194.89
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $215k 3.2k 67.07
Comcast Corp Cl A (CMCSA) 0.0 $205k 5.4k 37.91
Verizon Communications (VZ) 0.0 $204k 5.2k 38.89
Nextera Energy (NEE) 0.0 $200k 2.6k 77.08
Park-Ohio Holdings (PKOH) 0.0 $161k 13k 12.08
Federated Premier Municipal Income (FMN) 0.0 $144k 13k 10.82
First Commonwealth Financial (FCF) 0.0 $124k 10k 12.43
Hycroft Mining Holding Corp Com Cl A 0.0 $103k 239k 0.43
Mullen Automotiv 0.0 $1.3k 10k 0.13