All Stocks Held By Schneider Downs Wealth Management Advisors LP

As of 12/31/2023, we find all stocks held by Schneider Downs Wealth Management Advisors LP to be as follows, presented in the table below with each row detailing each Schneider Downs Wealth Management Advisors LP position, ordered by largest to smallest position size. The all-stocks-held-by-Schneider Downs Wealth Management Advisors LP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Schneider Downs Wealth Management Advisors LP as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
SPDR INDEX SHS FDS (SPDW)	1,172,342	+152,269	$39,871
SPDW	1,172,342	+152,269	$39,871
VANGUARD INDEX FDS (VO)	161,000	+2,412	$37,455
VO	161,000	+2,412	$37,455
SCHWAB STRATEGIC TR	377,306	+28,390	$31,301
SCHG	377,306	+28,390	$31,301
SCHWAB STRATEGIC TR	421,274	-13,673	$23,760
SCHX	421,274	-13,673	$23,760
INDEXIQ ACTIVE ETF TR (MMIT)	955,464	+94,214	$23,466
MMIT	955,464	+94,214	$23,466
ISHARES TR (MUB)	178,679	+2,800	$19,371
MUB	178,679	+2,800	$19,371
ISHARES TR (IJT)	107,831	+7,037	$13,494
IJT	107,831	+7,037	$13,494
ISHARES INC (IEMG)	265,789	-13,342	$13,444
IEMG	265,789	-13,342	$13,444
ISHARES TR (IWF)	42,670	-4,323	$12,936
IWF	42,670	-4,323	$12,936
JANUS DETROIT STR TR	221,713	-7,960	$10,713
VNLA	221,713	-7,960	$10,713
VANGUARD INDEX FDS (VOO)	21,941	+6,083	$9,584
VOO	21,941	+6,083	$9,584
SCHWAB STRATEGIC TR	174,307	+69,881	$8,126
SCHZ	174,307	+69,881	$8,126
VANGUARD TAX MANAGED FDS (VEA)	167,871	-3,936	$8,041
VEA	167,871	-3,936	$8,041
ISHARES TR (IWR)	102,100	-3,107	$7,936
IWR	102,100	-3,107	$7,936
INVESCO ACTIVELY MANAGED ETF (GTO)	157,894	+79,877	$7,459
GTO	157,894	+79,877	$7,459
MICROSOFT CORP	19,226	+54	$7,230
MSFT	19,226	+54	$7,230
ISHARES TR (IJR)	66,086	-747	$7,154
IJR	66,086	-747	$7,154
SCHWAB STRATEGIC TR	96,483	+53,959	$6,763
SCHV	96,483	+53,959	$6,763
SCHWAB STRATEGIC TR	81,078	+4,986	$6,107
SCHM	81,078	+4,986	$6,107
APPLE INC	28,951	+192	$5,574
AAPL	28,951	+192	$5,574
ISHARES TR (EFA)	63,938	-25,033	$4,818
EFA	63,938	-25,033	$4,818
J P MORGAN EXCHANGE TRADED F (JPIE)	92,397	-3,811	$4,214
JPIE	92,397	-3,811	$4,214
FARMERS NATIONAL BANC CORP	220,225	+7,959	$3,182
FMNB	220,225	+7,959	$3,182
SCHWAB STRATEGIC TR	110,685	-10,720	$2,744
SCHE	110,685	-10,720	$2,744
ISHARES TR (IVV)	5,699	-156	$2,722
IVV	5,699	-156	$2,722
JOHN HANCOCK EXCHANGE TRADED (JHML)	45,027	+2,775	$2,648
JHML	45,027	+2,775	$2,648
FEDERATED HERMES INC	75,517	-3,097,003	$2,557
FHI	75,517	-3,097,003	$2,557
INDEXIQ ACTIVE ETF TR (MMIN)	104,072	+74,433	$2,556
MMIN	104,072	+74,433	$2,556
SCHWAB STRATEGIC TR	67,178	+1,098	$2,483
SCHF	67,178	+1,098	$2,483
VANGUARD INDEX FDS (VTI)	10,339	UNCH	$2,453
VTI	10,339	UNCH	$2,453
VANGUARD MUN BD FDS (VTEB)	45,395	+25,917	$2,317
VTEB	45,395	+25,917	$2,317
SPDR S&P 500 ETF TR (SPY)	4,629	-54	$2,200
SPY	4,629	-54	$2,200
SPDR SER TR (SPLG)	33,334	UNCH	$1,863
SPLG	33,334	UNCH	$1,863
CBIZ INC	28,282	UNCH	$1,770
CBZ	28,282	UNCH	$1,770
ANSYS INC	4,710	UNCH	$1,709
ANSS	4,710	UNCH	$1,709
EXXON MOBIL CORP	16,307	UNCH	$1,630
XOM	16,307	UNCH	$1,630
SCHWAB STRATEGIC TR	34,114	UNCH	$1,612
SCHA	34,114	UNCH	$1,612
REMITLY GLOBAL INC	80,288	-35,379	$1,559
RELY	80,288	-35,379	$1,559
FEDERATED HERMES ETF TRUST (FHYS)	65,032	-5,450	$1,484
FHYS	65,032	-5,450	$1,484
SPDR GOLD TR (GLD)	7,492	UNCH	$1,432
GLD	7,492	UNCH	$1,432
ISHARES TR (IVW)	18,590	UNCH	$1,396
IVW	18,590	UNCH	$1,396
EATON CORP PLC	5,515	-1,706	$1,328
ETN	5,515	-1,706	$1,328
BROOKFIELD CORP	32,107	UNCH	$1,288
BN	32,107	UNCH	$1,288
RAYMOND JAMES FINL INC	9,785	UNCH	$1,091
RJF	9,785	UNCH	$1,091
ISHARES TR (ESGD)	14,384	+6,404	$1,087
ESGD	14,384	+6,404	$1,087
ISHARES TR (IVE)	6,228	UNCH	$1,083
IVE	6,228	UNCH	$1,083
ISHARES TR (IJH)	3,627	-525	$1,005
IJH	3,627	-525	$1,005
ISHARES INC (ESGE)	30,838	+201	$989
ESGE	30,838	+201	$989
PACCAR INC	9,891	+5,391	$966
PCAR	9,891	+5,391	$966
ISHARES TR (DSI)	10,379	UNCH	$945
DSI	10,379	UNCH	$945
PORCH GROUP INC	283,611	UNCH	$874
PRCH	283,611	UNCH	$874
VANGUARD SCOTTSDALE FDS (VONG)	9,552	+974	$745
VONG	9,552	+974	$745
ISHARES TR (EFG)	6,984	-1,916	$676
EFG	6,984	-1,916	$676
PNC FINL SVCS GROUP INC	4,273	+1,435	$662
PNC	4,273	+1,435	$662
ISHARES TR (IEFA)	9,093	+781	$640
IEFA	9,093	+781	$640
ISHARES TR (IWM)	3,156	-30	$633
IWM	3,156	-30	$633
SPDR SER TR (MDYG)	8,163	UNCH	$618
MDYG	8,163	UNCH	$618
VANGUARD INDEX FDS (VB)	2,850	+335	$608
VB	2,850	+335	$608
ISHARES TR (IJS)	5,665	+37	$584
IJS	5,665	+37	$584
TRIMAS CORP	22,740	UNCH	$576
TRS	22,740	UNCH	$576
ALPHABET INC	4,023	-224	$562
GOOGL	4,023	-224	$562
SPDR DOW JONES INDL AVERAGE (DIA)	1,462	UNCH	$551
DIA	1,462	UNCH	$551
ISHARES TR (SUSB)	21,854	+420	$535
SUSB	21,854	+420	$535
MANULIFE FINL CORP	23,992	+7,974	$530
MFC	23,992	+7,974	$530
LULULEMON ATHLETICA INC	1,015	UNCH	$519
LULU	1,015	UNCH	$519
PARK OHIO HLDGS CORP	19,155	UNCH	$516
PKOH	19,155	UNCH	$516
AMGEN INC	1,764	UNCH	$508
AMGN	1,764	UNCH	$508
AMAZON COM INC	3,209	-240	$488
AMZN	3,209	-240	$488
COSTCO WHSL CORP NEW	740	+23	$488
COST	740	+23	$488
VANECK ETF TRUST (GDX)	15,691	UNCH	$487
GDX	15,691	UNCH	$487
INVESCO QQQ TR	1,129	-3	$462
QQQ	1,129	-3	$462
ISHARES TR (IJJ)	3,828	UNCH	$437
IJJ	3,828	UNCH	$437
VANGUARD SPECIALIZED FUNDS (VIG)	2,536	-204	$432
VIG	2,536	-204	$432
ISHARES TR (IJK)	5,432	UNCH	$430
IJK	5,432	UNCH	$430
ISHARES TR (AGG)	4,287	+4,287	$425
AGG	4,287	+4,287	$425
ORACLE CORP	3,981	-106	$420
ORCL	3,981	-106	$420
NVIDIA CORPORATION	827	+827	$410
NVDA	827	+827	$410
ISHARES TR (ISTB)	8,303	+8,303	$395
ISTB	8,303	+8,303	$395
VANGUARD INDEX FDS (VNQ)	4,280	+62	$378
VNQ	4,280	+62	$378
BERKSHIRE HATHAWAY INC DEL			$375
BRK.B	1,053	UNCH	$375
KKR & CO INC	4,500	UNCH	$373
KKR	4,500	UNCH	$373
BROOKFIELD INFRAST PARTNERS	11,794	UNCH	$371
BIP	11,794	UNCH	$371
FEDERATED HERMES ETF TRUST (FDV)	15,242	+15,242	$366
FDV	15,242	+15,242	$366
JPMORGAN CHASE & CO	2,005	+2,005	$341
JPM	2,005	+2,005	$341
ISHARES TR (EEM)	8,350	-578	$336
EEM	8,350	-578	$336
BROOKFIELD ASSET MANAGMT LTD	8,064	UNCH	$324
BAM	8,064	UNCH	$324
JOHNSON & JOHNSON	2,055	-128	$322
JNJ	2,055	-128	$322
PPG INDS INC	2,002	UNCH	$299
PPG	2,002	UNCH	$299
SELECT SECTOR SPDR TR (XLK)	1,539	-298	$296
XLK	1,539	-298	$296
VANGUARD SCOTTSDALE FDS (VONV)	3,999	UNCH	$290
VONV	3,999	UNCH	$290
SELECT SECTOR SPDR TR (XLE)	3,309	-159	$277
XLE	3,309	-159	$277
CHENIERE ENERGY INC	1,616	UNCH	$276
LNG	1,616	UNCH	$276
WALMART INC	1,711	UNCH	$270
WMT	1,711	UNCH	$270
SPDR SER TR (MDYV)	3,644	UNCH	$267
MDYV	3,644	UNCH	$267
ISHARES TR (SUSC)	11,250	+439	$262
SUSC	11,250	+439	$262
SELECT SECTOR SPDR TR (XLU)	4,102	UNCH	$260
XLU	4,102	UNCH	$260
ISHARES TR (OEF)	1,156	+1,156	$258
OEF	1,156	+1,156	$258
INTERNATIONAL BUSINESS MACHS	1,546	+1,546	$253
IBM	1,546	+1,546	$253
ELI LILLY & CO	424	+424	$247
LLY	424	+424	$247
WARRIOR MET COAL INC	4,000	UNCH	$244
HCC	4,000	UNCH	$244
VANGUARD INDEX FDS (VOT)	1,105	UNCH	$243
VOT	1,105	UNCH	$243
ABBVIE INC	1,558	-400	$241
ABBV	1,558	-400	$241
VANGUARD INDEX FDS (VBR)	1,321	+1,321	$238
VBR	1,321	+1,321	$238
COMCAST CORP NEW	5,396	-276	$237
CMCSA	5,396	-276	$237
SPDR SER TR (CWB)	3,207	UNCH	$231
CWB	3,207	UNCH	$231
ISHARES TR (SHY)	2,720	+2,720	$223
SHY	2,720	+2,720	$223
VANGUARD INTL EQUITY INDEX F (VT)	2,165	UNCH	$223
VT	2,165	UNCH	$223
ISHARES TR (ACWI)	2,167	+2,167	$221
ACWI	2,167	+2,167	$221
LIBERTY BROADBAND CORP	2,706	UNCH	$218
LBRDK	2,706	UNCH	$218
CSX CORP	6,135	+6,135	$213
CSX	6,135	+6,135	$213
PEPSICO INC	1,254	-241	$213
PEP	1,254	-241	$213
VISA INC	804	+804	$209
V	804	+804	$209
WELLTOWER INC	2,310	+2,310	$208
WELL	2,310	+2,310	$208
FIRST TR EXCHANGE TRADED FD (FV)	3,919	+3,919	$202
FV	3,919	+3,919	$202
ISHARES TR (ICLN)	11,376	-2,937	$177
ICLN	11,376	-2,937	$177
AT&T INC	10,432	+10,432	$175
T	10,432	+10,432	$175
AMC ENTMT HLDGS INC	18,446	UNCH	$113
AMC	18,446	UNCH	$113
HYCROFT MINING HOLDING CORP	23,899	-215,101	$59
HYMC	23,899	-215,101	$59
TELEFONICA S A	12,618	+12,618	$49
TEF	12,618	+12,618	$49
D WAVE QUANTUM INC	12,500	+12,500	$11
QBTS	12,500	+12,500	$11
GOLD RESOURCE CORP	23,820	+23,820	$9
GORO	23,820	+23,820	$9
BANK NEW YORK MELLON CORP			$0 (exited)
BK	0	-6,983	$0
FEDERATED HERMES ETF TRUST			$0 (exited)
FCSH	0	-10,900	$0
FEDERATED HERMES PREM MUNI I			$0 (exited)
FMN	0	-13,260	$0
ISHARES TR			$0 (exited)
IWD	0	-1,505	$0
ISHARES TR			$0 (exited)
IWO	0	-2,116	$0
SELECT SECTOR SPDR TR	0	-6,042	$0 (exited)
XLF	0	-6,042	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
AGG	+4,287	+$425
NVDA	+827	+$410
ISTB	+8,303	+$395
FDV	+15,242	+$366
JPM	+2,005	+$341
OEF	+1,156	+$258
IBM	+1,546	+$253
LLY	+424	+$247
VBR	+1,321	+$238
SHY	+2,720	+$223

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IWO	-2,116	-$474
BK	-6,983	-$298
FCSH	-10,900	-$253
IWD	-1,505	-$228
XLF	-6,042	-$200
FMN	-13,260	-$127

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SPDW	+152,269	+$8,239
MMIT	+94,214	+$3,227
GTO	+79,877	+$3,977
MMIN	+74,433	+$1,879
SCHZ	+69,881	+$3,507
SCHV	+53,959	+$4,022
SCHG	+28,390	+$5,928
VTEB	+25,917	+$1,380
MFC	+7,974	+$237
FMNB	+7,959	+$728

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FHI	-3,097,003	-$104,896
HYMC	-215,101	-$12
RELY	-35,379	-$1,358
EFA	-25,033	-$1,314
SCHX	-13,673	+$1,752
IEMG	-13,342	+$160
SCHE	-10,720	-$162
VNLA	-7,960	-$304
FHYS	-5,450	-$87

Schneider Downs Wealth Management Advisors LP Info

Size ($ in 1000's)
At 12/31/2023: $384,525
At 09/30/2023: $431,719

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

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