Schneider Downs Wealth Management Advisors, LP Reduced Holdings in Q3 2024

Schneider Downs Wealth Management Advisors, LP

  • $478 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-9.91K
- 25.13%
$207.23 - $234.82 $2.05M - $2.33M
29.5K $6.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.49K
- 16.11%
$475.2 - $527.7 $1.66M - $1.84M
18.2K $9.6M
VTI
Vanguard Total Stock Market Et

ETFs
-4.38K
- 41.24%
$255.18 - $283.2 $1.12M - $1.24M
6.25K $1.77M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-16.8K
- 50.19%
$32.04 - $37.11 $537K - $622K
16.6K $606K
MSFT
Microsoft Corp

Technology
-179
- 0.76%
$395.15 - $467.56 $70.7K - $83.7K
23.4K $10M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.65K
- 25.86%
$75.63 - $84.89 $276K - $310K
10.5K $879K
IEMG
Ishares Inc

ETFs
-4.65K
- 1.65%
$53.64 - $53.64 $250K - $250K
278K $14.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.53K
- 25.17%
$57.32 - $62.65 $259K - $284K
13.5K $838K
CBZ
Cbiz, Inc.

Industrials
-355
- 1.48%
$64.51 - $86.02 $22.9K - $30.5K
23.6K $1.59M
FMNB
Farmers National Banc Corp

Financial Services
-49.6K
- 22.51%
$12.04 - $16.09 $597K - $798K
171K $2.58M
XLE
Energy Sector Spdr

ETFs
-23
- 0.48%
$84.35 - $93.39 $1.94K - $2.15K
4.72K $414K
XOM
Exxon Mobil Corp

Energy
-434
- 2.59%
$109.72 - $119.0 $47.6K - $51.6K
16.3K $1.91M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.83%
$772.14 - $960.02 $1.54K - $1.92K
239 $211K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-198
- 5.72%
$96.25 - $101.98 $19.1K - $20.2K
3.27K $330K
ICLN
Ishares

ETFs
-1.26K
- 11.02%
$13.26 - $14.77 $16.6K - $18.5K
10.1K $148K
VONV
Vanguard Russell 1000 Value Et

ETFs
-322
- 8.75%
$76.07 - $83.33 $24.5K - $26.8K
3.36K $279K
Brookfield Asset Managmt LTD
-219
- 2.56%
N/A
8.33K $0
Federated Hermes ETF Trust
-27.9K
- 11.57%
N/A
213K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-476
- 4.26%
$22.51 - $23.92 $10.7K - $11.4K
10.7K $254K
PRCH
Porch Group, Inc.

Technology
-335
- 0.12%
$1.09 - $2.25 $365 - $754
283K $436K
VV
Vanguard Large Cap ETF

ETFs
-8
- 0.97%
$236.92 - $263.4 $1.9K - $2.11K
821 $216K
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.05%
$161.9 - $179.3 $162 - $179
2.03K $344K
CMCSA
Comcast Corp

Communication Services
-28
- 0.53%
$37.33 - $41.78 $1.05K - $1.17K
5.26K $219K
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.06%
$160.76 - $177.82 $161 - $178
1.71K $296K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-146
- 1.09%
$45.2 - $47.87 $6.6K - $6.99K
13.3K $631K
IEFA
Ishares Tr

ETFs
-130
- 2.08%
$70.09 - $78.74 $9.11K - $10.2K
6.13K $478K
AMGN
Amgen Inc

Healthcare
-9
- 0.32%
$309.38 - $337.38 $2.78K - $3.04K
2.77K $893K
VB
Vanguard Small Cap ETF

ETFs
-98
- 3.79%
$214.77 - $237.72 $21K - $23.3K
2.49K $589K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-196
- 0.49%
$49.93 - $51.15 $9.79K - $10K
39.7K $2.03M
CSCO
Cisco Systems, Inc.

Technology
-28
- 0.49%
$44.74 - $53.22 $1.25K - $1.49K
5.68K $302K
ABBV
Abb Vie Inc.

Healthcare
-39
- 2.54%
$163.84 - $199.33 $6.39K - $7.77K
1.49K $295K
SPY
Spdr S&P 500 ETF Trust

ETFs
-170
- 3.74%
$517.38 - $573.86 $88K - $97.6K
4.38K $2.51M
JNJ
Johnson & Johnson

Healthcare
-66
- 2.02%
$145.48 - $167.38 $9.6K - $11K
3.21K $519K
NEE
Nextera Energy Inc

Utilities
-29
- 0.78%
$69.9 - $84.97 $2.03K - $2.46K
3.7K $312K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.11K
- 2.56%
$332.02 - $382.76 $367K - $423K
42.2K $15.8M
GTO
Invesco Actively Managed ETF T

ETFs
-358
- 0.96%
$46.22 - $48.77 $16.5K - $17.5K
36.9K $1.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-897
- 3.45%
$46.9 - $51.96 $42.1K - $46.6K
25.1K $1.29M
ORCL
Oracle Corp

Technology
-319
- 7.97%
$125.9 - $170.35 $40.2K - $54.3K
3.69K $627K
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.84K
- 7.11%
$79.92 - $88.19 $467K - $515K
76.4K $6.73M
IVE
Ishares S&P 500 Value ETF

ETFs
-52
- 0.86%
$181.06 - $197.17 $9.42K - $10.3K
6.01K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.47%
$245.82 - $304.51 $2.21K - $2.74K
1.9K $577K
WMT
Walmart Inc.

Consumer Defensive
-196
- 2.35%
$66.91 - $81.4 $13.1K - $16K
8.13K $656K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.01K
- 1.59%
$36.98 - $41.55 $37.5K - $42.1K
62.8K $2.58M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.82K
- 2.81%
$25.45 - $29.53 $71.8K - $83.3K
97.4K $2.84M
GLD
Spdr Gold Trust

ETFs
-20
- 0.28%
$215.56 - $246.98 $4.31K - $4.94K
7.25K $1.76M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-391
- 0.45%
$75.32 - $84.37 $29.5K - $33K
87.4K $7.31M
VEA
Vanguard Ftse Developed Market

ETFs
-1.01K
- 0.62%
$47.6 - $53.31 $47.9K - $53.7K
161K $8.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.02K
- 0.21%
$61.11 - $67.85 $62.2K - $69.1K
476K $32.3M
Activity Summary
Buys All Purchases 49 New Holdings 14 Increased Positions 35 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email