Schneider Downs Wealth Management Advisors, LP
CIK 1665359 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- FHI24.89%
- VO7.65%
- SPDW7.33%
- SCHG5.88%
- SCHX5.10%
- MMIT4.69%
- MUB4.18%
- IEMG3.08%
- IWF2.90%
- IJT2.56%
Share classes counted separately68.26%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FHIFEDERATED HERMES INCCL B View history and evidence | $107.45M | 24.89% | 3.17M shares | — | ↗▾ | |
| 02 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $33.02M | 7.65% | 158.59K shares | — | ↗▾ | |
| 03 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $31.63M | 7.33% | 1.02M shares | — | ↗▾ | |
| 04 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $25.37M | 5.88% | 348.92K shares | — | ↗▾ | |
| 05 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $22.01M | 5.10% | 434.95K shares | — | ↗▾ | |
| 06 | MMITNYLIM MACKAY MUNI INTERMEDIAIQ MACKAY INTRME View history and evidence | $20.24M | 4.69% | 861.25K shares | — | ↗▾ | |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $18.03M | 4.18% | 175.88K shares | — | ↗▾ | |
| 08 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $13.28M | 3.08% | 279.13K shares | — | ↗▾ | |
| 09 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $12.50M | 2.90% | 46.99K shares | — | ↗▾ | |
| 10 | IJTISHARES S&P SMALL-CAP 600 GRS&P SML 600 GWT View history and evidence | $11.06M | 2.56% | 100.79K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MATW MATTHEWS INTL CORP-CLASS A | Non-derivative | — | — | SEC filing ↗ | |
| STBA S & T BANCORP INC | Non-derivative | — | — | SEC filing ↗ | |
| 00165C104 AMC ENTMT HLDGS INC | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1665359 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 431725153
}Research all 108 reported holdings.
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