HoldingsChannel.com
Schneider Downs Wealth Management Advisors LP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
FEDERATED INVS INC PA 5,204,476 -144,819 $169,145
     FII5,204,476-144,819$169,145
VANGUARD INDEX FDS (VO) 99,349 -2,643 $16,607
     VO99,349-2,643$16,607
VANGUARD TAX MANAGED INTL FD (VEA) 243,394 +2,074 $10,152
     VEA243,394+2,074$10,152
ISHARES TR (IWR) 168,400 -3,516 $9,409
     IWR168,400-3,516$9,409
SCHWAB STRATEGIC TR 250,390 -5,521 $8,035
     SCHF250,390-5,521$8,035
JP MORGAN EXCHANGE TRADED FD (JPIN) 126,382 +7,207 $6,883
     JPIN126,382+7,207$6,883
ISHARES TR (IWF) 42,160 -2,141 $6,633
     IWF42,160-2,141$6,633
SCHWAB STRATEGIC TR 63,935 +12,176 $5,320
     SCHG63,935+12,176$5,320
SCHWAB STRATEGIC TR 64,946 +7,541 $4,559
     SCHX64,946+7,541$4,559
SPDR S&P 500 ETF TR (SPY) 10,744 +611 $3,148
     SPY10,744+611$3,148
SCHWAB STRATEGIC TR 108,073 +5,935 $2,836
     SCHE108,073+5,935$2,836
SCHWAB STRATEGIC TR 46,245 +6,136 $2,640
     SCHM46,245+6,136$2,640
ISHARES TR (IVV) 8,567 -297 $2,525
     IVV8,567-297$2,525
ISHARES TR (EFV) 50,431 UNCH $2,424
     EFV50,431UNCH$2,424
VANGUARD INDEX FDS (VOO) 8,553 UNCH $2,302
     VOO8,553UNCH$2,302
SCHWAB STRATEGIC TR 40,319 +6,785 $2,137
     SCHZ40,319+6,785$2,137
SPDR SERIES TRUST (MDYV) 37,947 UNCH $1,949
     MDYV37,947UNCH$1,949
SCHWAB STRATEGIC TR 25,156 +2,284 $1,798
     SCHA25,156+2,284$1,798
MICROSOFT CORP 13,196 +9,405 $1,768
     MSFT13,196+9,405$1,768
JOHN HANCOCK ETF TRUST (JHML) 32,524 +4,514 $1,229
     JHML32,524+4,514$1,229
ISHARES TR (EFG) 15,117 -1,265 $1,221
     EFG15,117-1,265$1,221
BROOKFIELD ASSET MGMT INC 23,780 UNCH $1,136
     BAM23,780UNCH$1,136
PIMCO ETF TR (CORP) 10,485 +2,413 $1,127
     CORP10,485+2,413$1,127
SPDR SERIES TRUST (MDYG) 20,670 UNCH $1,122
     MDYG20,670UNCH$1,122
APPLE INC 5,485 +153 $1,086
     AAPL5,485+153$1,086
ALLEGHENY TECHNOLOGIES INC 43,101 +43,101 $1,086
     ATI43,101+43,101$1,086
TRIMAS CORP 30,550 UNCH $946
     TRS30,550UNCH$946
SCHWAB STRATEGIC TR 18,629 +3,488 $942
     SCHO18,629+3,488$942
ISHARES TR (EFA) 13,961 UNCH $918
     EFA13,961UNCH$918
ISHARES TR (IWN) 7,271 -809 $876
     IWN7,271-809$876
CBIZ INC 37,200 UNCH $729
     CBZ37,200UNCH$729
ISHARES TR (IEFA) 11,730 -788 $720
     IEFA11,730-788$720
VANGUARD INDEX FDS (VB) 4,595 -144 $720
     VB4,595-144$720
ISHARES TR (IJH) 3,309 +1,087 $643
     IJH3,309+1,087$643
SPDR SERIES TRUST (CWB) 12,123 +6,166 $641
     CWB12,123+6,166$641
VANGUARD INDEX FDS (VNQ) 7,300 +10 $638
     VNQ7,300+10$638
ISHARES TR (IVE) 4,834 UNCH $563
     IVE4,834UNCH$563
QUALCOMM INC 7,000 UNCH $532
     QCOM7,000UNCH$532
ISHARES TR (AGG) 4,669 -1,412 $520
     AGG4,669-1,412$520
SPDR GOLD TRUST (GLD) 3,315 UNCH $442
     GLD3,315UNCH$442
INVESCO EXCHNG TRADED FD TR (PHB) 22,395 +4,709 $424
     PHB22,395+4,709$424
VANGUARD BD INDEX FD INC (BSV) 4,872 -344 $392
     BSV4,872-344$392
ISHARES TR (IJR) 4,549 +199 $356
     IJR4,549+199$356
LIBERTY BROADBAND CORP 3,405 UNCH $355
     LBRDK3,405UNCH$355
LIBERTY MEDIA CORP DELAWARE 9,200 UNCH $349
     LSXMK9,200UNCH$349
PNC FINL SVCS GROUP INC 2,487 +205 $341
     PNC2,487+205$341
AT&T INC 10,000 UNCH $335
     T10,000UNCH$335
VANGUARD GROUP (VIG) 2,904 UNCH $334
     VIG2,904UNCH$334
EATON CORP PLC 3,851 +3,851 $321
     ETN3,851+3,851$321
ISHARES TR (IJK) 1,376 -15 $311
     IJK1,376-15$311

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 06/30/2019: $286,562
At 03/31/2019: $265,239

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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