HoldingsChannel.com
Schneider Downs Wealth Management Advisors LP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
FEDERATED INVS INC PA 6,306,377 -101,055 $205,525
     FII6,306,377-101,055$205,525
VANGUARD INDEX FDS (VO) 101,338 +1,228 $18,056
     VO101,338+1,228$18,056
SCHWAB STRATEGIC TR 296,898 +32,743 $9,985
     SCHF296,898+32,743$9,985
SCHWAB STRATEGIC TR 97,118 +13,574 $9,023
     SCHG97,118+13,574$9,023
VANGUARD TAX MANAGED INTL FD (VEA) 198,393 +5,345 $8,741
     VEA198,393+5,345$8,741
ISHARES TR (IWR) 138,555 -12,030 $8,261
     IWR138,555-12,030$8,261
JP MORGAN EXCHANGE TRADED FD (JPIN) 140,338 +16,887 $8,012
     JPIN140,338+16,887$8,012
ISHARES TR (IWF) 36,805 -443 $6,475
     IWF36,805-443$6,475
SCHWAB STRATEGIC TR 73,390 +4,233 $5,637
     SCHX73,390+4,233$5,637
SCHWAB STRATEGIC TR 133,386 +19,606 $3,651
     SCHE133,386+19,606$3,651
SCHWAB STRATEGIC TR 56,050 +7,504 $3,371
     SCHM56,050+7,504$3,371
SPDR S&P 500 ETF TR (SPY) 10,240 +167 $3,296
     SPY10,240+167$3,296
MICROSOFT CORP 17,134 -40 $2,702
     MSFT17,134-40$2,702
SCHWAB STRATEGIC TR 35,057 +7,358 $2,652
     SCHA35,057+7,358$2,652
SCHWAB STRATEGIC TR 49,301 +4,929 $2,634
     SCHZ49,301+4,929$2,634
ISHARES TR (IVV) 7,881 +14 $2,547
     IVV7,881+14$2,547
ISHARES TR (EFV) 48,555 UNCH $2,424
     EFV48,555UNCH$2,424
VANGUARD INDEX FDS (VOO) 7,373 UNCH $2,181
     VOO7,373UNCH$2,181
SPDR SERIES TRUST (MDYV) 37,911 -8 $2,077
     MDYV37,911-8$2,077
PIMCO ETF TR (CORP) 13,626 +1,197 $1,498
     CORP13,626+1,197$1,498
APPLE INC 5,021 -315 $1,474
     AAPL5,021-315$1,474
BROOKFIELD ASSET MGMT INC 23,780 UNCH $1,374
     BAM23,780UNCH$1,374
JOHN HANCOCK ETF TRUST (JHML) 32,705 +1,631 $1,348
     JHML32,705+1,631$1,348
ISHARES TR (EFG) 15,117 UNCH $1,307
     EFG15,117UNCH$1,307
ANSYS INC 4,797 UNCH $1,235
     ANSS4,797UNCH$1,235
SPDR SERIES TRUST (MDYG) 20,634 -18 $1,178
     MDYG20,634-18$1,178
SCHWAB STRATEGIC TR 22,648 +3,595 $1,143
     SCHO22,648+3,595$1,143
ISHARES TR (EFA) 16,093 +2,132 $1,117
     EFA16,093+2,132$1,117
ISHARES TR (IWN) 8,324 +1,053 $1,070
     IWN8,324+1,053$1,070
CBIZ INC 37,200 UNCH $1,003
     CBZ37,200UNCH$1,003
TRIMAS CORP 30,550 UNCH $960
     TRS30,550UNCH$960
VANGUARD INDEX FDS (VB) 4,549 -1 $753
     VB4,549-1$753
VANGUARD INDEX FDS (VNQ) 8,015 +725 $744
     VNQ8,015+725$744
ISHARES TR (IVE) 4,834 UNCH $629
     IVE4,834UNCH$629
SPDR GOLD TRUST (GLD) 4,194 +879 $599
     GLD4,194+879$599
INVESCO EXCHNG TRADED FD TR (PHB) 30,306 +5,552 $584
     PHB30,306+5,552$584
SCHWAB STRATEGIC TR 9,508 +5,017 $572
     SCHV9,508+5,017$572
ISHARES TR (IEFA) 6,934 -107 $452
     IEFA6,934-107$452
LIBERTY MEDIA CORP DELAWARE 9,200 UNCH $443
     LSXMK9,200UNCH$443
LIBERTY BROADBAND CORP 3,405 UNCH $428
     LBRDK3,405UNCH$428
CITIGROUP INC 4,750 UNCH $379
     C4,750UNCH$379
EATON CORP PLC 3,851 UNCH $365
     ETN3,851UNCH$365
BROOKFIELD INFRAST PARTNERS 6,763 UNCH $338
     BIP6,763UNCH$338
PNC FINL SVCS GROUP INC 2,087 UNCH $333
     PNC2,087UNCH$333
SPDR SERIES TRUST (CWB) 5,957 UNCH $331
     CWB5,957UNCH$331
ISHARES TR (IJK) 1,376 UNCH $328
     IJK1,376UNCH$328
ISHARES TR (IJH) 1,560 -11 $321
     IJH1,560-11$321
ISHARES TR (IWO) 1,490 UNCH $319
     IWO1,490UNCH$319
ALLEGHENY TECHNOLOGIES INC 15,101 UNCH $312
     ATI15,101UNCH$312
VANGUARD BD INDEX FD INC (BSV) 3,710 UNCH $299
     BSV3,710UNCH$299

See Full List: All Stocks Held By Schneider Downs Wealth Management Advisors LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Schneider Downs Wealth Management Advisors LP

Size ($ in 1000's)
At 12/31/2019: $335,130
At 09/30/2019: $321,624

Schneider Downs Wealth Management Advisors LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Schneider Downs Wealth Management Advisors LP 13F filings. Link to 13F filings: SEC filings

Schneider Downs Wealth Management Advisors LP Top Holdings 13F Filings | www.HoldingsChannel.com

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