Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Schneider Downs Wealth Management Advisors, Lp > Profile

Instuitional Investor - Schneider Downs Wealth Management Advisors, Lp

Fund Profile
Filing Period:
Fund Name: Schneider Downs Wealth Management Advisors, Lp
Portfolio Value $384,526,484
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds
 1,172,342 $39,871,356 10.36%
2.
Vanguard Index Fds
 161,000 $37,454,832 9.74%
3.
Schwab Strategic Trust
 FNDF 377,306 $31,301,336 8.14%
4.
Schwab Strategic Trust
 FNDF 421,274 $23,759,875 6.17%
5.
Indexiq Active Etf Tr
 955,464 $23,466,207 6.1%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)