13F Filings for Schneider Downs Wealth Management Advisors, LP (CIK: 1665359)
View the most recent portfolio holdings disclosed by Schneider Downs Wealth Management Advisors, LP in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SPDW - SPDR INDEX SHS FDS(Class: PORTFOLIO DEVLPD) | 1.68M | $67.98M | 10.16% | Increased | 102.59K (6.0%, $10.59M) |
| VO - VANGUARD INDEX FDS(Class: MID CAP ETF) | 239.61K | $67.05M | 10.02% | Increased | 8.62K (3.0%, $7.31M) |
| SCHG - SCHWAB STRATEGIC TR(Class: US LCAP GR ETF) | 1.64M | $47.92M | 7.17% | Increased | 62.67K (3.0%, $8.41M) |
| MMIT - NEW YORK LIFE INVTS ACTIVE E(Class: NYLI MACKAY MUN) | 1.84M | $43.84M | 6.55% | Increased | 77.48K (4.0%, $1.64M) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 1.55M | $37.89M | 5.66% | Increased | 41.96K (2.0%, $4.58M) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 578.94K | $34.75M | 5.20% | Increased | 358.62K (162.0%, $22.86M) |
| MUB - ISHARES TR(Class: NATIONAL MUN ETF) | 284.24K | $29.70M | 4.44% | Decreased | 12.34K (4.0%, $1.57M) |
| VNLA - JANUS DETROIT STR TR(Class: HENDRSN SHRT ETF) | 513.42K | $25.26M | 3.78% | Decreased | 1.44K (0.0%, $45.01K) |
| IJT - ISHARES TR(Class: SP SML 600 GWT) | 152.17K | $20.24M | 3.03% | Decreased | 34.80K (18.0%, $3.03M) |
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 44.64K | $18.95M | 2.83% | Increased | 1.96K (4.0%, $3.54M) |
| JPIE - J P MORGAN EXCHANGE TRADED F(Class: INCOME ETF) | 332.13K | $15.38M | 2.30% | Increased | 94.77K (39.0%, $4.45M) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 247.87K | $14.13M | 2.11% | Increased | 76.75K (44.0%, $5.43M) |
| SCHM - SCHWAB STRATEGIC TR(Class: US MID-CAP ETF) | 446.09K | $12.51M | 1.87% | Increased | 119.66K (36.0%, $3.96M) |
| FBND - FIDELITY MERRIMACK STR TR(Class: TOTAL BD ETF) | 260.89K | $11.94M | 1.78% | Increased | 63.77K (32.0%, $2.94M) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 20.70K | $11.76M | 1.76% | Increased | 888 (4.0%, $1.58M) |
| IJR - ISHARES TR(Class: CORE SP SCP ETF) | 101.45K | $11.09M | 1.66% | Increased | 2.05K (2.0%, $693.05K) |
| MSFT - MICROSOFT CORP(Class: COM) | 22.25K | $11.07M | 1.65% | Decreased | 643 (2.0%, $2.47M) |
| FTRB - FEDERATED HERMES ETF TRUST(Class: HERMES TOTAL RET) | 408.16K | $10.24M | 1.53% | Decreased | 50.69K (11.0%, $1.25M) |
| VBK - VANGUARD INDEX FDS(Class: SML CP GRW ETF) | 32.58K | $9.02M | 1.35% | Increased | 30.50K (1460.0%, $8.50M) |
| MMIN - NEW YORK LIFE INVTS ACTIVE E(Class: NYLI MACKAY MUNI) | 364.81K | $8.50M | 1.27% | Increased | 91.23K (33.0%, $2.04M) |
| SCHV - SCHWAB STRATEGIC TR(Class: US LCAP VA ETF) | 295.97K | $8.19M | 1.22% | Increased | 104.75K (54.0%, $3.11M) |
| VTEB - VANGUARD MUN BD FDS(Class: TAX EXEMPT BD) | 164.67K | $8.07M | 1.21% | Increased | 64.56K (64.0%, $3.11M) |
| EFA - ISHARES TR(Class: MSCI EAFE ETF) | 85.31K | $7.63M | 1.14% | Increased | 126 (0.0%, $663.78K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 11.55K | $7.14M | 1.07% | Increased | 5.75K (99.0%, $3.89M) |
| IWR - ISHARES TR(Class: RUS MID CAP ETF) | 75.14K | $6.91M | 1.03% | Decreased | 240 (0.0%, $498.07K) |