HoldingsChannel.com
Schneider Downs Wealth Management Advisors LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FEDERATED INVS INC PA 6,407,432 +1,202,956 $207,665
     FII6,407,432+1,202,956$207,665
VANGUARD INDEX FDS (VO) 100,110 +761 $16,778
     VO100,110+761$16,778
ISHARES TR (IWR) 150,585 -17,815 $8,425
     IWR150,585-17,815$8,425
SCHWAB STRATEGIC TR 264,155 +13,765 $8,416
     SCHF264,155+13,765$8,416
VANGUARD TAX MANAGED INTL FD (VEA) 193,048 -50,346 $7,930
     VEA193,048-50,346$7,930
SCHWAB STRATEGIC TR 83,544 +19,609 $7,019
     SCHG83,544+19,609$7,019
JP MORGAN EXCHANGE TRADED FD (JPIN) 123,451 -2,931 $6,564
     JPIN123,451-2,931$6,564
ISHARES TR (IWF) 37,248 -4,912 $5,946
     IWF37,248-4,912$5,946
SCHWAB STRATEGIC TR 69,157 +4,211 $4,905
     SCHX69,157+4,211$4,905
SPDR S&P 500 ETF TR (SPY) 10,073 -671 $2,989
     SPY10,073-671$2,989
SCHWAB STRATEGIC TR 113,780 +5,707 $2,859
     SCHE113,780+5,707$2,859
SCHWAB STRATEGIC TR 48,546 +2,301 $2,745
     SCHM48,546+2,301$2,745
SCHWAB STRATEGIC TR 44,372 +4,053 $2,389
     SCHZ44,372+4,053$2,389
MICROSOFT CORP 17,174 +3,978 $2,388
     MSFT17,174+3,978$2,388
ISHARES TR (IVV) 7,867 -700 $2,349
     IVV7,867-700$2,349
ISHARES TR (EFV) 48,555 -1,876 $2,300
     EFV48,555-1,876$2,300
VANGUARD INDEX FDS (VOO) 7,373 -1,180 $2,010
     VOO7,373-1,180$2,010
SPDR SERIES TRUST (MDYV) 37,919 -28 $1,946
     MDYV37,919-28$1,946
SCHWAB STRATEGIC TR 27,699 +2,543 $1,931
     SCHA27,699+2,543$1,931
PIMCO ETF TR (CORP) 12,429 +1,944 $1,364
     CORP12,429+1,944$1,364
BROOKFIELD ASSET MGMT INC 23,780 UNCH $1,262
     BAM23,780UNCH$1,262
ISHARES TR (EFG) 15,117 UNCH $1,217
     EFG15,117UNCH$1,217
APPLE INC 5,336 -149 $1,195
     AAPL5,336-149$1,195
JOHN HANCOCK ETF TRUST (JHML) 31,074 -1,450 $1,194
     JHML31,074-1,450$1,194
SPDR SERIES TRUST (MDYG) 20,652 -18 $1,109
     MDYG20,652-18$1,109
ANSYS INC 4,797 +4,797 $1,062
     ANSS4,797+4,797$1,062
SCHWAB STRATEGIC TR 19,053 +424 $964
     SCHO19,053+424$964
TRIMAS CORP 30,550 UNCH $936
     TRS30,550UNCH$936
ISHARES TR (EFA) 13,961 UNCH $910
     EFA13,961UNCH$910
CBIZ INC 37,200 UNCH $874
     CBZ37,200UNCH$874
ISHARES TR (IWN) 7,271 UNCH $868
     IWN7,271UNCH$868
VANGUARD INDEX FDS (VB) 4,550 -45 $700
     VB4,550-45$700
VANGUARD INDEX FDS (VNQ) 7,290 -10 $680
     VNQ7,290-10$680
ISHARES TR (IVE) 4,834 UNCH $576
     IVE4,834UNCH$576
INVESCO EXCHNG TRADED FD TR (PHB) 24,754 +2,359 $471
     PHB24,754+2,359$471
SPDR GOLD TRUST (GLD) 3,315 UNCH $460
     GLD3,315UNCH$460
ISHARES TR (IEFA) 7,041 -4,689 $430
     IEFA7,041-4,689$430
LIBERTY MEDIA CORP DELAWARE 9,200 UNCH $386
     LSXMK9,200UNCH$386
LIBERTY BROADBAND CORP 3,405 UNCH $356
     LBRDK3,405UNCH$356
VANGUARD GROUP (VIG) 2,904 UNCH $347
     VIG2,904UNCH$347
BROOKFIELD INFRAST PARTNERS 6,763 UNCH $336
     BIP6,763UNCH$336
CITIGROUP INC 4,750 +1,500 $328
     C4,750+1,500$328
EATON CORP PLC 3,851 UNCH $320
     ETN3,851UNCH$320
SPDR SERIES TRUST (CWB) 5,957 -6,166 $312
     CWB5,957-6,166$312
ISHARES TR (IJK) 1,376 UNCH $308
     IJK1,376UNCH$308
ALLEGHENY TECHNOLOGIES INC 15,101 -28,000 $306
     ATI15,101-28,000$306
ISHARES TR (IJH) 1,571 -1,738 $304
     IJH1,571-1,738$304
VANGUARD BD INDEX FD INC (BSV) 3,710 -1,162 $300
     BSV3,710-1,162$300
INVESCO EXCHNG TRADED FD TR (DWIN) 11,495 +45 $295
     DWIN11,495+45$295
PNC FINL SVCS GROUP INC 2,087 -400 $293
     PNC2,087-400$293

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 09/30/2019: $321,624
At 06/30/2019: $286,562

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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