Schneider Downs Wealth Management Advisors, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SD Schneider Downs Wealth Management Advisors, LP | Institutional Filer | ▲ 2.22% | $906.8M | 156 |
Current Portfolio Holdings
Showing all 156 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FHI | Federated Hermes, Inc. | Financial Services | 2.7M | $154.7M | 17.06% |
| 2 | SPDW | SPDR INDEX SHS FDS | — | 1.8M | $82.4M | 9.08% |
| 3 | VO | VANGUARD INDEX FDS | — | 246K | $70.7M | 7.79% |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | — | 2.6M | $62.2M | 6.86% |
| 5 | SCHG | SCHWAB STRATEGIC TR | — | 1.6M | $47.8M | 5.27% |
| 6 | IEMG | ISHARES INC | — | 642K | $44.8M | 4.93% |
| 7 | MUB | ISHARES TR | — | 360K | $38.3M | 4.22% |
| 8 | SCHX | SCHWAB STRATEGIC TR | — | 1.4M | $36.6M | 4.04% |
| 9 | VNLA | JANUS DETROIT STR TR | — | 643K | $31.4M | 3.47% |
| 10 | IJT | ISHARES TR | — | 164K | $23.7M | 2.62% |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 473K | $21.8M | 2.40% |
| 12 | IWF | ISHARES TR | — | 41K | $17.7M | 1.95% |
| 13 | FBND | FIDELITY MERRIMACK STR TR | — | 357K | $16.3M | 1.80% |
| 14 | SCHM | SCHWAB STRATEGIC TR | — | 460K | $14.3M | 1.57% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | — | 219K | $14.0M | 1.54% |
Showing 1 to 15 of 156 holdings