SD

Schneider Downs Wealth Management Advisors, LP

13F
Schneider Downs Wealth Management Advisors, LP
Last update 2024-11-06 143 Stocks (14 new)
Value $489.00 Mil Turnover 18 %
Countries:
Top Holdings: VO(10.72%)SPDW(10.44%)SCHG(8.04%)MMIT(7.25%)SCHX(6.61%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schneider Downs Wealth Managem... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VO 		Vanguard Mid-Cap ETF
198,552
52383.960
+4.30%
10.720
+0.44%
0.080
+13.37%
+18.94%
69967.935
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
1,357,813
50999.460
+3.56%
10.440
+0.36%
0.230
+3.53%
+5.23%
20718.831
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
1,507,708
39268.260
+300.87%
8.040
+6.03%
0.030
+16.40%
+33.80%
35565.788
 
MMIT 		NYLI MacKay Muni Intermediate ETF
1,440,403
35433.920
+12.77%
7.250
+0.82%
4.780
-0.21%
-1.18%
731.741
 
SCHX 		Schwab U.S. Large-Cap ETF
1,427,442
32283.950
+199.36%
6.610
+4.40%
0.020
+13.25%
+25.96%
52078.240
 
MUB 		iShares National Muni Bond ETF
252,085
27383.940
+11.29%
5.610
+0.57%
0.070
-0.03%
-0.89%
39801.006
 
IJT 		IJTiShares S&P Small-Cap 600 Growth ETF
128,078
17865.560
+5.79%
3.660
+0.20%
0.270
+11.71%
+17.36%
6865.795
 
IEMG 		iShares Core MSCI Emerging Markets ETF
277,583
15936.010
-1.65%
3.260
-0.06%
0.020
+6.40%
+10.38%
82500.135
 
IWF 		iShares Russell 1000 Growth ETF
42,159
15825.490
-2.56%
3.240
-0.09%
0.020
+16.36%
+31.49%
103623.847
 
VNLA 		Janus Henderson Short Duration Income ETF
301,842
14802.310
+20.08%
3.030
+0.51%
0.650
+0.51%
+1.28%
2258.581
 

Schneider Downs Wealth Management Advisors, LP's Historical Top Holdings Breakdowns

Schneider Downs Wealth Management Advisors, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+6.03%
●
23.16 ($25.16) 26.42
$27.75
10.29%
Add 300.87%
1,507,708
282,900
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+4.40%
●
20.37 ($21.79) 22.62
$23.68
8.67%
Add 199.36%
1,427,442
316,870
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.96%
●
25.16 ($26.59) 27.75
$29.20
9.82%
Add 201.5%
254,433
56,681
MMIT 		NYLI MacKay Muni Intermediate ETF2024-09-30Add
+0.82%
●
24.07 ($24.4) 24.62
$24.27
-0.53%
Add 12.77%
1,440,403
163,060
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+0.60%
●
24.48 ($25.69) 26.79
$27.48
6.97%
Add 204.89%
164,715
36,897
MUB 		iShares National Muni Bond ETF2024-09-30Add
+0.57%
●
106.13 ($107.77) 108.7
$107.45
-0.30%
Add 11.29%
252,085
25,578
VNLA 		Janus Henderson Short Duration Income ETF2024-09-30Add
+0.51%
●
48.34 ($48.77) 49.08
$48.94
0.35%
Add 20.08%
301,842
50,472
AAPL 		Apple Inc2024-09-30Reduce
-0.46%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Reduce -25.13%
29,518
-9,907
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.44%
●
237.84 ($251.14) 263.83
$276.70
10.18%
Add 4.3%
198,552
8,187
RJF 		Raymond James Financial Inc2024-09-30Add
+0.42%
●
106.39 ($116.8) 125.1
$158.73
35.90%
Add 363.85%
21,546
16,901

Schneider Downs Wealth Management Advisors, LP Total Holding History ($B)

To

Schneider Downs Wealth Management Advisors, LP's Asset Allocation

To

Schneider Downs Wealth Management Advisors, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Schneider Downs Wealth Management Advisors, LP's Hypothetical Growth since 2024-09-30

Schneider Downs Wealth Management Advisors, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Schneider Downs Wealth Management Advisors, LP's Holdings Heat Map

Size field:

Schneider Downs Wealth Management Advisors, LP's Holdings Bubble Chart

Schneider Downs Wealth Management Advisors, LP News

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