Schneider Downs Wealth Management Advisors, LP Reduced Holdings in Q2 2024

Schneider Downs Wealth Management Advisors, LP

  • $439 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
-136K
- 78.5%
$45.43 - $46.93 $6.18M - $6.38M
37.2K $1.73M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-130K
- 90.66%
$44.66 - $45.99 $5.83M - $6M
13.4K $612K
IWR
Ishares Russell Mid Cap ETF

ETFs
-12.6K
- 13.28%
$78.66 - $83.59 $990K - $1.05M
82.2K $6.67M
RELY
Remitly Global, Inc.

Technology
-800
- 1.07%
$11.61 - $21.16 $9.29K - $16.9K
73.9K $896K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.64K
- 7.91%
$71.74 - $75.86 $333K - $352K
54K $4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.79K
- 12.66%
$49.55 - $50.44 $287K - $292K
39.9K $2M
FHI
Federated Hermes, Inc.

Financial Services
-796
- 1.14%
$31.65 - $36.79 $25.2K - $29.3K
69.2K $2.27M
VEA
Vanguard Ftse Developed Market

ETFs
-2.23K
- 1.36%
$47.83 - $51.21 $107K - $114K
162K $8M
PCAR
Paccar Inc

Industrials
-58
- 0.58%
$102.94 - $123.1 $5.97K - $7.14K
9.89K $1.02M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-5.48K
- 5.52%
$23.75 - $24.21 $130K - $133K
93.9K $2.26M
IEFA
Ishares Tr

ETFs
-1.76K
- 21.94%
$70.77 - $76.19 $124K - $134K
6.26K $454K
MFC
Manulife Financial Corp

Financial Services
-6.36K
- 28.57%
$22.78 - $26.69 $145K - $170K
15.9K $423K
CBZ
Cbiz, Inc.

Industrials
-335
- 1.38%
$71.18 - $78.99 $23.8K - $26.5K
24K $1.78M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1K
- 17.63%
$94.12 - $102.13 $94.3K - $102K
4.68K $455K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-634
- 13.65%
$146.54 - $161.4 $92.9K - $102K
4.01K $623K
JNJ
Johnson & Johnson

Healthcare
-546
- 14.3%
$144.38 - $157.78 $78.8K - $86.1K
3.27K $478K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-264
- 2.65%
$50.64 - $63.96 $13.4K - $16.9K
9.69K $515K
CSCO
Cisco Systems, Inc.

Technology
-1.81K
- 24.03%
$45.52 - $50.04 $82.2K - $90.3K
5.71K $271K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.11K
- 4.08%
$45.24 - $49.04 $50K - $54.2K
26K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
-530
- 7.81%
$180.08 - $204.79 $95.4K - $109K
6.26K $1.27M
MRK
Merck & Co., Inc.

Healthcare
-469
- 11.75%
$123.8 - $132.96 $58.1K - $62.4K
3.52K $436K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-184
- 15.86%
$396.73 - $420.24 $73K - $77.3K
976 $397K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.05K
- 1.61%
$37.19 - $39.82 $38.9K - $41.7K
63.8K $2.45M
MCD
Mcdonalds Corp

Consumer Cyclical
-89
- 4.46%
$249.37 - $280.22 $22.2K - $24.9K
1.91K $485K
V
Visa Inc.

Financial Services
-139
- 7.29%
$262.47 - $281.5 $36.5K - $39.1K
1.77K $464K
BK
Bank Of New York Mellon Corp

Financial Services
-1.28K
- 26.15%
$54.0 - $60.74 $69.3K - $78K
3.63K $217K
HD
Home Depot, Inc.

Consumer Cyclical
-84
- 9.15%
$325.1 - $368.03 $27.3K - $30.9K
834 $287K
ABBV
Abb Vie Inc.

Healthcare
-226
- 12.85%
$154.79 - $180.76 $35K - $40.9K
1.53K $262K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-557
- 13.86%
$95.11 - $97.92 $53K - $54.5K
3.46K $336K
XOM
Exxon Mobil Corp

Energy
-319
- 1.87%
$108.36 - $122.2 $34.6K - $39K
16.7K $1.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-194
- 1.07%
$56.43 - $60.79 $10.9K - $11.8K
18K $1.05M
PEP
Pepsico Inc

Consumer Defensive
-133
- 6.16%
$163.33 - $183.11 $21.7K - $24.4K
2.03K $334K
CMCSA
Comcast Corp

Communication Services
-493
- 8.53%
$36.9 - $42.28 $18.2K - $20.8K
5.28K $206K
VNLA
Janus Henderson Short Duration

ETFs
-1.05K
- 0.42%
$48.22 - $48.55 $50.5K - $50.9K
251K $12.2M
META
Meta Platforms, Inc.

Communication Services
-96
- 18.11%
$430.17 - $527.34 $41.3K - $50.6K
434 $218K
IWM
Ishares Russell 2000 ETF

ETFs
-32
- 1.01%
$192.84 - $209.44 $6.17K - $6.7K
3.12K $633K
CSX
Csx Corp

Industrials
-200
- 3.16%
$32.18 - $36.78 $6.44K - $7.36K
6.14K $205K
PG
Procter & Gamble CO

Consumer Defensive
-205
- 10.69%
$155.33 - $168.56 $31.8K - $34.6K
1.71K $282K
LLY
Eli Lilly & CO

Healthcare
-64
- 20.98%
$724.87 - $909.04 $46.4K - $58.2K
241 $218K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.44K
- 9.19%
$32.03 - $37.24 $46.2K - $53.7K
14.2K $483K
RTX
Raytheon Technologies Corp

Industrials
-123
- 4.45%
$97.55 - $108.44 $12K - $13.3K
2.64K $264K
AMZN
Amazon Com Inc

Consumer Cyclical
-294
- 6.85%
$173.67 - $197.85 $51.1K - $58.2K
4K $773K
NEE
Nextera Energy Inc

Utilities
-374
- 9.12%
$61.7 - $80.02 $23.1K - $29.9K
3.73K $263K
LNG
Cheniere Energy, Inc.

Energy
-25
- 1.55%
$153.87 - $174.83 $3.85K - $4.37K
1.59K $278K
VTI
Vanguard Total Stock Market Et

ETFs
-117
- 1.09%
$245.23 - $269.4 $28.7K - $31.5K
10.6K $2.84M
AMGN
Amgen Inc

Healthcare
-9
- 0.32%
$262.75 - $319.31 $2.36K - $2.87K
2.78K $868K
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 2.27%
$704.88 - $870.75 $12.7K - $15.7K
775 $658K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.5K
- 1.48%
$24.67 - $27.2 $37.1K - $40.9K
100K $2.66M
IVV
Ishares Core S&P 500 ETF

ETFs
-34
- 0.62%
$497.53 - $549.64 $16.9K - $18.7K
5.48K $3M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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