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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP

Time Period2019-03-31

Total Holdings67

Total Value ($x1000)265,239
Activities
New8

Increased23

Unchanged11

Decreased25

Sold Out7

Top 10 Stock Holdingstotal 84.63%
FII59.11

VO6.18

VEA3.72

IWR3.5

SCHF3.02

 
IWF2.53

JPIN2.48

SCHG1.55

SCHX1.46

SPY1.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FII
59.11%
CL B
VO
6.18%
MID CAP ETF
VEA
3.72%
FTSE DEV MKT ETF
IWR
3.5%
RUS MID-CAP ETF
SCHF
3.02%
INTL EQTY ETF
IWF
2.53%
RUS 1000 GRW ETF
JPIN
2.48%
DIV RTN INT EQ
SCHG
1.55%
US LCAP GR ETF
SCHX
1.46%
US LRG CAP ETF
SPY
1.08%
TR UNIT
SCHE
1%
EMRG MKTEQ ETF
IVV
0.95%
CORE S&P500 ETF
EFV
0.93%
EAFE VALUE ETF
SCHM
0.84%
US MID-CAP ETF
VOO
0.84%
SHS
MDYV
0.72%
S&P 400 MDCP VAL
SCHZ
0.66%
US AGGREGATE B
SCHA
0.6%
US SML CAP ETF
EFG
0.48%
EAFE GRWTH ETF
BAM
0.42%
CL A LTD VT SH
MDYG
0.41%
S&P 400 MDCP GRW
JHML
0.38%
MULTIFACTOR LA
AAPL
0.38%
COM
IWN
0.37%
RUS 2000 VAL ETF
TRS
0.35%
COM NEW
EFA
0.34%
MSCI EAFE ETF
CORP
0.32%
INV GRD CRP BD
IEFA
0.29%
CORE MSCI EAFE
SCHO
0.29%
SHT TM US TRES
CBZ
0.28%
COM
VB
0.27%
SMALL CP ETF
AGG
0.25%
CORE TOTUSBD ETF
VNQ
0.24%
REIT ETF
IVE
0.21%
S&P 500 VAL ETF
MSFT
0.17%
COM
IJH
0.16%
CORE S&P MCP ETF
BSV
0.16%
SHORT TRM BOND
GLD
0.15%
GOLD SHS
QCOM
0.15%
COM
IVW
0.13%
S&P 500 GRWT ETF
LSXMK
0.13%
COM C SIRIUSXM
IJR
0.13%
CORE S&P SCP ETF
PHB
0.12%
FNDMNTL HY CRP
ISTB
0.12%
CORE STRM USBD
VIG
0.12%
DIV APP ETF
T
0.12%
COM
LBRDK
0.12%
COM SER C
CWB
0.12%
BRC CNV SECS ETF
IJK
0.11%
S&P MC 400GR ETF
VWO
0.11%
FTSE EMR MKT ETF
IWO
0.11%
RUS 2000 GRW ETF
IJJ
0.11%
S&P MC 400VL ETF
DWIN
0.11%
DWA TACTCL MLT
BIP
0.11%
LP INT UNIT
PNC
0.11%
COM
SCHV
0.09%
US LCAP VA ETF
MO
0.09%
COM
XLU
0.09%
SBI INT-UTILS
VTI
0.09%
TOTAL STK MKT
JNJ
0.09%
COM
IEMG
0.08%
CORE MSCI EMKT
QQQ
0.08%
UNIT SER 1
C
0.08%
COM NEW
NWL
0.08%
COM
FMN
0.07%
COM
TAST
0.06%
COM
GCVRZ
< 0.01%
RIGHT 12/31/2020
VZ
0.22%
COM
SUSB
0.11%
ESG 1 5 YR USD
SPLV
0.1%
S&P500 LOW VOL
AIG
0.09%
COM NEW
SFE
0.06%
COM NEW
AGFS
0.04%
COM
PMBC
0.04%
COM