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View AllLatest Schneider Downs Wealth Management Advisors, LP Stock Portfolio
$384Million
Equity Portfolio Value
Last Reported on: 09 Feb, 2024
About Schneider Downs Wealth Management Advisors, LP and it’s 13F Hedge Fund Stock Holdings
Schneider Downs Wealth Management Advisors, LP is a hedge fund based in Pittsburgh, PA. On 27-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.2 Billions. In it's latest 13F Holdings report, Schneider Downs Wealth Management Advisors, LP reported an equity portfolio of $384.5 Millions as of 31 Dec, 2023.
The top stock holdings of Schneider Downs Wealth Management Advisors, LP are CWI, VOO, FNDA. The fund has invested 10.4% of it's portfolio in SPDR INDEX SHS FDS and 9.7% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (AGG), BANK NEW YORK MELLON CORP (BK) and FEDERATED HERMES ETF TRUST (FCSH) stocks. They significantly reduced their stock positions in FEDERATED HERMES INC (FHI), REMITLY GLOBAL INC (RELY) and ISHARES TR (AGG). Schneider Downs Wealth Management Advisors, LP opened new stock positions in ISHARES TR (AGG), NVIDIA CORPORATION (NVDA) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to INDEXIQ ACTIVE ETF TR (ESGB), VANGUARD MUN BD FDS (VTEB) and SCHWAB STRATEGIC TR (FNDA).
The top stock holdings of Schneider Downs Wealth Management Advisors, LP are CWI, VOO, FNDA. The fund has invested 10.4% of it's portfolio in SPDR INDEX SHS FDS and 9.7% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (AGG), BANK NEW YORK MELLON CORP (BK) and FEDERATED HERMES ETF TRUST (FCSH) stocks. They significantly reduced their stock positions in FEDERATED HERMES INC (FHI), REMITLY GLOBAL INC (RELY) and ISHARES TR (AGG). Schneider Downs Wealth Management Advisors, LP opened new stock positions in ISHARES TR (AGG), NVIDIA CORPORATION (NVDA) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to INDEXIQ ACTIVE ETF TR (ESGB), VANGUARD MUN BD FDS (VTEB) and SCHWAB STRATEGIC TR (FNDA).
New Buys
| Ticker | $ Bought |
|---|---|
| ISHARES TR | 425,471 |
| NVIDIA CORPORATION | 409,547 |
| ISHARES TR | 394,903 |
| FEDERATED HERMES ETF TRUST | 365,960 |
| JPMORGAN CHASE & CO | 341,088 |
| ISHARES TR | 258,239 |
| INTERNATIONAL BUSINESS MACHS | 252,848 |
| ELI LILLY & CO | 247,158 |
New stocks bought by Schneider Downs Wealth Management Advisors, LP
Additions
| Ticker | % Inc. |
|---|---|
| INDEXIQ ACTIVE ETF TR | 251 |
| VANGUARD MUN BD FDS | 133 |
| SCHWAB STRATEGIC TR | 126 |
| PACCAR INC | 119 |
| INVESCO ACTIVELY MANAGED ETF | 102 |
| ISHARES TR | 80.25 |
| SCHWAB STRATEGIC TR | 66.92 |
| PNC FINL SVCS GROUP INC | 50.56 |
Additions to existing portfolio by Schneider Downs Wealth Management Advisors, LP
Reductions
| Ticker | % Reduced |
|---|---|
| FEDERATED HERMES INC | -97.62 |
| REMITLY GLOBAL INC | -30.59 |
| ISHARES TR | -28.14 |
| EATON CORP PLC | -23.63 |
| ISHARES TR | -21.53 |
| ISHARES TR | -20.52 |
| ABBVIE INC | -20.43 |
| SELECT SECTOR SPDR TR | -16.22 |
Schneider Downs Wealth Management Advisors, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| HYCROFT MINING HOLDING CORP | -71,318 |
| FEDERATED HERMES PREM MUNI I | -127,031 |
| FEDERATED HERMES ETF TRUST | -253,081 |
| BANK NEW YORK MELLON CORP | -297,825 |
| SELECT SECTOR SPDR TR | -200,408 |
| ISHARES TR | -474,301 |
| ISHARES TR | -228,489 |
Schneider Downs Wealth Management Advisors, LP got rid off the above stocks
Current Stock Holdings of Schneider Downs Wealth Management Advisors, LP
Last Reported on: 09 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.45 | 28,951 | 5,573,850 | ADDED | 0.67 | |
| AAXJ | ISHARES TR | 5.04 | 178,679 | 19,370,500 | ADDED | 1.59 | |
| AAXJ | ISHARES TR | 0.25 | 10,379 | 945,008 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 0.18 | 6,984 | 676,400 | REDUCED | -21.53 | |
| AAXJ | ISHARES TR | 0.06 | 2,167 | 220,536 | NEW | ||
| AAXJ | ISHARES TR | 0.05 | 11,376 | 177,124 | REDUCED | -20.52 | |
| ABBV | ABBVIE INC | 0.06 | 1,558 | 241,443 | REDUCED | -20.43 | |
| AFK | VANECK ETF TRUST | 0.13 | 15,691 | 486,578 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 3.51 | 107,831 | 13,493,900 | ADDED | 6.98 | |
| AGG | ISHARES TR | 3.36 | 42,670 | 12,936,300 | REDUCED | -9.2 | |
| AGG | ISHARES TR | 2.06 | 102,100 | 7,936,270 | REDUCED | -2.95 | |
| AGG | ISHARES TR | 1.86 | 66,086 | 7,153,790 | REDUCED | -1.12 | |
| AGG | ISHARES TR | 1.25 | 63,938 | 4,817,740 | REDUCED | -28.14 | |
| AGG | ISHARES TR | 0.71 | 5,699 | 2,722,050 | REDUCED | -2.66 | |
| AGG | ISHARES TR | 0.36 | 18,590 | 1,396,110 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.28 | 6,228 | 1,082,990 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.26 | 3,627 | 1,005,120 | REDUCED | -12.64 | |
| AGG | ISHARES TR | 0.16 | 3,156 | 633,441 | REDUCED | -0.94 | |
| AGG | ISHARES TR | 0.15 | 5,665 | 583,927 | ADDED | 0.66 | |
| AGG | ISHARES TR | 0.11 | 3,828 | 436,545 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.11 | 5,432 | 430,323 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.11 | 4,287 | 425,471 | NEW | ||
| AGG | ISHARES TR | 0.09 | 8,350 | 335,754 | REDUCED | -6.47 | |
| AGG | ISHARES TR | 0.07 | 1,156 | 258,239 | NEW | ||
| AGG | ISHARES TR | 0.06 | 2,720 | 223,149 | NEW | ||
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 0.28 | 14,384 | 1,086,570 | ADDED | 80.25 | |
| AGT | ISHARES TR | 0.14 | 21,854 | 534,986 | ADDED | 1.96 | |
| AGT | ISHARES TR | 0.07 | 11,250 | 261,788 | ADDED | 4.06 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 0.05 | 3,919 | 202,009 | NEW | ||
| AMC | AMC ENTMT HLDGS INC | 0.03 | 18,446 | 112,890 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC | 0.13 | 1,764 | 508,067 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.13 | 3,209 | 487,575 | REDUCED | -6.96 | |
| ANSS | ANSYS INC | 0.44 | 4,710 | 1,709,160 | UNCHANGED | 0.00 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 0.08 | 8,064 | 323,931 | UNCHANGED | 0.00 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 1.10 | 92,397 | 4,214,230 | REDUCED | -3.96 | |
| BIL | SPDR SER TR | 0.48 | 33,334 | 1,863,380 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.16 | 8,163 | 617,694 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.07 | 3,644 | 267,397 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.06 | 3,207 | 231,385 | UNCHANGED | 0.00 | |
| BIP | BROOKFIELD INFRAST PARTNERS | 0.10 | 11,794 | 371,393 | UNCHANGED | 0.00 | |
| BK | BANK NEW YORK MELLON CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.19 | 9,552 | 745,247 | ADDED | 11.35 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.07 | 3,999 | 290,087 | UNCHANGED | 0.00 | |
| CBZ | CBIZ INC | 0.46 | 28,282 | 1,770,170 | UNCHANGED | 0.00 | |
| CMCSA | COMCAST CORP NEW | 0.06 | 5,396 | 236,615 | REDUCED | -4.87 | |
| COST | COSTCO WHSL CORP NEW | 0.13 | 740 | 488,459 | ADDED | 3.21 | |
| CSX | CSX CORP | 0.06 | 6,135 | 212,700 | NEW | ||
| CWI | SPDR INDEX SHS FDS | 10.37 | 1,172,340 | 39,871,400 | ADDED | 14.93 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 0.14 | 1,462 | 550,984 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 3.50 | 265,789 | 13,443,600 | REDUCED | -4.78 | |
| EMGF | ISHARES INC | 0.26 | 30,838 | 988,666 | ADDED | 0.66 | |
| ESGB | INDEXIQ ACTIVE ETF TR | 6.10 | 955,464 | 23,466,200 | ADDED | 10.94 | |
| ESGB | INDEXIQ ACTIVE ETF TR | 0.66 | 104,072 | 2,556,010 | ADDED | 251 | |
| ETN | EATON CORP PLC | 0.34 | 5,515 | 1,328,120 | REDUCED | -23.63 | |
| FCSH | FEDERATED HERMES ETF TRUST | 0.39 | 65,032 | 1,483,740 | REDUCED | -7.73 | |
| FCSH | FEDERATED HERMES ETF TRUST | 0.10 | 15,242 | 365,960 | NEW | ||
| FCSH | FEDERATED HERMES ETF TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FHI | FEDERATED HERMES INC | 0.66 | 75,517 | 2,557,010 | REDUCED | -97.62 | |
| FMNB | FARMERS NATIONAL BANC CORP | 0.83 | 220,225 | 3,182,250 | ADDED | 3.75 | |
| FNDA | SCHWAB STRATEGIC TR | 8.14 | 377,306 | 31,301,300 | ADDED | 8.14 | |
| FNDA | SCHWAB STRATEGIC TR | 6.18 | 421,274 | 23,759,900 | REDUCED | -3.14 | |
| FNDA | SCHWAB STRATEGIC TR | 2.11 | 174,307 | 8,126,210 | ADDED | 66.92 | |
| FNDA | SCHWAB STRATEGIC TR | 1.76 | 96,483 | 6,763,490 | ADDED | 126 | |
| FNDA | SCHWAB STRATEGIC TR | 1.59 | 81,078 | 6,106,760 | ADDED | 6.55 | |
| FNDA | SCHWAB STRATEGIC TR | 0.71 | 110,685 | 2,743,880 | REDUCED | -8.83 | |
| FNDA | SCHWAB STRATEGIC TR | 0.65 | 67,178 | 2,482,900 | ADDED | 1.66 | |
| FNDA | SCHWAB STRATEGIC TR | 0.42 | 34,114 | 1,611,540 | UNCHANGED | 0.00 | |
| GLD | SPDR GOLD TR | 0.37 | 7,492 | 1,432,250 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.15 | 4,023 | 561,973 | REDUCED | -5.27 | |
| GORO | GOLD RESOURCE CORP | 0.00 | 23,820 | 8,956 | NEW | ||
| GSY | INVESCO ACTIVELY MANAGED ETF | 1.94 | 157,894 | 7,458,920 | ADDED | 102 | |
| HCC | WARRIOR MET COAL INC | 0.06 | 4,000 | 243,880 | UNCHANGED | 0.00 | |
| HYMC | HYCROFT MINING HOLDING CORP | 0.01 | 23,899 | 58,553 | NEW | ||
| HYMC | HYCROFT MINING HOLDING CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBCE | ISHARES TR | 0.17 | 9,093 | 639,698 | ADDED | 9.4 | |
| IBCE | ISHARES TR | 0.10 | 8,303 | 394,903 | NEW | ||
| IBM | INTERNATIONAL BUSINESS MACHS | 0.07 | 1,546 | 252,848 | NEW | ||
| JAAA | JANUS DETROIT STR TR | 2.79 | 221,713 | 10,713,200 | REDUCED | -3.47 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.69 | 45,027 | 2,648,040 | ADDED | 6.57 | |
| JNJ | JOHNSON & JOHNSON | 0.08 | 2,055 | 322,101 | REDUCED | -5.86 | |
| JPM | JPMORGAN CHASE & CO | 0.09 | 2,005 | 341,088 | NEW | ||
| KKR | KKR & CO INC | 0.10 | 4,500 | 372,825 | UNCHANGED | 0.00 | |
| LBRDA | LIBERTY BROADBAND CORP | 0.06 | 2,706 | 218,077 | UNCHANGED | 0.00 | |
| LLY | ELI LILLY & CO | 0.06 | 424 | 247,158 | NEW | ||
| LNG | CHENIERE ENERGY INC | 0.07 | 1,616 | 275,867 | UNCHANGED | 0.00 | |
| LULU | LULULEMON ATHLETICA INC | 0.14 | 1,015 | 518,959 | UNCHANGED | 0.00 | |
| MFC | MANULIFE FINL CORP | 0.14 | 23,992 | 530,223 | ADDED | 49.78 | |
| MSFT | MICROSOFT CORP | 1.88 | 19,226 | 7,229,930 | ADDED | 0.28 | |
| NVDA | NVIDIA CORPORATION | 0.11 | 827 | 409,547 | NEW | ||
| ORCL | ORACLE CORP | 0.11 | 3,981 | 419,717 | REDUCED | -2.59 | |
| PCAR | PACCAR INC | 0.25 | 9,891 | 965,850 | ADDED | 119 | |
| PEP | PEPSICO INC | 0.06 | 1,254 | 212,979 | REDUCED | -16.12 | |
| PKOH | PARK-OHIO HLDGS CORP | 0.13 | 19,155 | 516,419 | UNCHANGED | 0.00 | |
| PNC | PNC FINL SVCS GROUP INC | 0.17 | 4,273 | 661,674 | ADDED | 50.56 | |
| PPG | PPG INDS INC | 0.08 | 2,002 | 299,399 | UNCHANGED | 0.00 | |
| PRCH | PORCH GROUP INC | 0.23 | 283,611 | 873,522 | UNCHANGED | 0.00 | |
| QBTS | D-WAVE QUANTUM INC | 0.00 | 12,500 | 11,001 | NEW | ||
| QQQ | INVESCO QQQ TR | 0.12 | 1,129 | 462,348 | REDUCED | -0.27 | |
| RELY | REMITLY GLOBAL INC | 0.41 | 80,288 | 1,559,190 | REDUCED | -30.59 | |
| RJF | RAYMOND JAMES FINL INC | 0.28 | 9,785 | 1,091,030 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 0.57 | 4,629 | 2,200,210 | REDUCED | -1.15 | |
| T | AT&T INC | 0.05 | 10,432 | 175,049 | NEW | ||
| TEF | TELEFONICA S A | 0.01 | 12,618 | 49,210 | NEW | ||
| TRS | TRIMAS CORP | 0.15 | 22,740 | 576,004 | UNCHANGED | 0.00 | |
| V | VISA INC | 0.05 | 804 | 209,321 | NEW | ||
| VEA | VANGUARD TAX-MANAGED FDS | 2.09 | 167,871 | 8,041,020 | REDUCED | -2.29 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.06 | 2,165 | 222,735 | UNCHANGED | 0.00 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.11 | 2,536 | 432,134 | REDUCED | -7.45 | |
| VOO | VANGUARD INDEX FDS | 9.74 | 161,000 | 37,454,800 | ADDED | 1.52 | |
| VOO | VANGUARD INDEX FDS | 2.49 | 21,941 | 9,583,710 | ADDED | 38.36 | |
| VOO | VANGUARD INDEX FDS | 0.64 | 10,339 | 2,452,620 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.16 | 2,850 | 607,991 | ADDED | 13.32 | |
| VOO | VANGUARD INDEX FDS | 0.10 | 4,280 | 378,190 | ADDED | 1.47 | |
| VOO | VANGUARD INDEX FDS | 0.06 | 1,105 | 242,625 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.06 | 1,321 | 237,687 | NEW | ||
| VTEB | VANGUARD MUN BD FDS | 0.60 | 45,395 | 2,317,420 | ADDED | 133 | |
| WELL | WELLTOWER INC | 0.05 | 2,310 | 208,293 | NEW | ||
| WMT | WALMART INC | 0.07 | 1,711 | 269,739 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.08 | 1,539 | 296,227 | REDUCED | -16.22 | |
| XLB | SELECT SECTOR SPDR TR | 0.07 | 3,309 | 277,406 | REDUCED | -4.58 | |
| XLB | SELECT SECTOR SPDR TR | 0.07 | 4,102 | 259,780 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 0.42 | 16,307 | 1,630,370 | UNCHANGED | 0.00 | |
| BROOKFIELD CORP | 0.34 | 32,107 | 1,288,130 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.10 | 1,053 | 375,426 | UNCHANGED | 0.00 | ||
| FEDERATED HERMES PREM MUNI I | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |