SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP Holdings

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP is an investment fund managing more than 341.33M US dollars. The largest holdings include Federated Hermes, Vanguard Mid Cap Index Fund and Schwab U.S. Large-Cap Growth ETF. In Q3 2022 the fund bought assets of total value of 1.76M US dollars and sold assets of total value of 17.2M US dollars.

$341.32M

portfolio value

-10.97%

quarter

-38.96%

1 year

-23.94%

3 years

-23.81%

5 years

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	60626000	3457000
Q2 2016	5187000	183000
Q3 2016	11086000	4964000
Q4 2016	4934000	12328000
Q1 2017	11167000	12050000
Q2 2017	3787000	1955000
Q3 2017	1242000	1432000
Q4 2017	3455000	13930000
Q1 2018	10569000	6318000
Q2 2018	-22280000	4119000
Q3 2018	7730000	684000
Q4 2018	82674000	8081000
Q1 2019	34659000	1185000
Q2 2019	9451000	11396000
Q3 2019	44580000	9949000
Q4 2019	13739000	1169000
Q1 2020	-41804000	18819000
Q2 2020	28257000	9809000
Q3 2020	28433000	24171000
Q4 2020	40883000	19022000
Q1 2021	40271000	8085000
Q2 2021	18413000	42460000
Q3 2021	11262000	11150000
Q4 2021	20902000	8442000
Q1 2022	-6101000	17950000
Q2 2022	-3255000	25840000
Q3 2022	1762000	17195000

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Asset Management Federated Hermes, Inc. Portfolio share: 31.39% Portfolio value: 107.15M Avg. open price: $22.99 Current price: $38.31 P/L: +66.66% Sold -1.51% shares Q3 2022	share	31.39%	107.15M	$22.99	$38.31	+66.66%	Sold -1.51% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 7.31% Portfolio value: 24.93M Avg. open price: $143.78 Current price: $216.85 P/L: +50.82% Bought +1.57% shares Q3 2022	share	7.31%	24.93M	$143.78	$216.85	+50.82%	Bought +1.57% shares Q3 2022
Schwab U.S. Large-Cap Growth ETF Portfolio share: 5.40% Portfolio value: 18.43M Avg. open price: $112.84 Current price: $60.58 P/L: -46.31% Bought +4.01% shares Q3 2022	share	5.40%	18.43M	$112.84	$60.58	-46.31%	Bought +4.01% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 5.20% Portfolio value: 17.74M Avg. open price: $112.1 Current price: $106.24 P/L: -5.23% Sold -4.54% shares Q3 2022	share	5.20%	17.74M	$112.1	$106.24	-5.23%	Sold -4.54% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 4.57% Portfolio value: 15.59M Avg. open price: $78.15 Current price: $48.08 P/L: -38.48% Bought +3.44% shares Q3 2022	share	4.57%	15.59M	$78.15	$48.08	-38.48%	Bought +3.44% shares Q3 2022
Janus Henderson Short Duration Income ETF Portfolio share: 4.48% Portfolio value: 15.27M Avg. open price: $49.68 Current price: $48.6 P/L: -2.18% Bought +3.32% shares Q3 2022	share	4.48%	15.27M	$49.68	$48.6	-2.18%	Bought +3.32% shares Q3 2022
IQ MacKay Municipal Intermediate ETF Portfolio share: 4.39% Portfolio value: 14.99M Avg. open price: $25.64 Current price: $24.27 P/L: -5.34% Bought +3.48% shares Q3 2022	share	4.39%	14.99M	$25.64	$24.27	-5.34%	Bought +3.48% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 2.71% Portfolio value: 9.25M Avg. open price: $193.77 Current price: $232.34 P/L: +19.90% Sold -2.15% shares Q3 2022	share	2.71%	9.25M	$193.77	$232.34	+19.90%	Sold -2.15% shares Q3 2022
SPDR Portfolio Developed World ex-US ETF Portfolio share: 2.12% Portfolio value: 7.22M Avg. open price: $34.88 Current price: $30.97 P/L: -11.21% Sold -14.19% shares Q3 2022	share	2.12%	7.22M	$34.88	$30.97	-11.21%	Sold -14.19% shares Q3 2022
iShares Russell Mid-Cap ETF Portfolio share: 1.98% Portfolio value: 6.76M Avg. open price: $73.39 Current price: $71.83 P/L: -2.12% Sold -0.04% shares Q3 2022	share	1.98%	6.76M	$73.39	$71.83	-2.12%	Sold -0.04% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.62% Portfolio value: 5.53M Avg. open price: $157.28 Current price: $252.88 P/L: +60.78% Sold -11.33% shares Q3 2022	share	1.62%	5.53M	$157.28	$252.88	+60.78%	Sold -11.33% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 1.59% Portfolio value: 5.44M Avg. open price: $33.17 Current price: $43.74 P/L: +31.86% Sold -2.65% shares Q3 2022	share	1.59%	5.44M	$33.17	$43.74	+31.86%	Sold -2.65% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 1.40% Portfolio value: 4.78M Avg. open price: $60.87 Current price: $48.68 P/L: -20.02% Bought +2.80% shares Q3 2022	share	1.40%	4.78M	$60.87	$48.68	-20.02%	Bought +2.80% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.40% Portfolio value: 4.77M Avg. open price: $60.81 Current price: $147.82 P/L: +143.07% Sold -9.58% shares Q3 2022	share	1.40%	4.77M	$60.81	$147.82	+143.07%	Sold -9.58% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 1.39% Portfolio value: 4.73M Avg. open price: $296.79 Current price: $371.35 P/L: +25.12% Sold -0.11% shares Q3 2022	share	1.39%	4.73M	$296.79	$371.35	+25.12%	Sold -0.11% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 1.28% Portfolio value: 4.36M Avg. open price: $85.2 Current price: $102.13 P/L: +19.87% Bought +2.33% shares Q3 2022	share	1.28%	4.36M	$85.2	$102.13	+19.87%	Bought +2.33% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 1.12% Portfolio value: 3.81M Avg. open price: $57.05 Current price: $69.92 P/L: +22.57% Bought +3.27% shares Q3 2022	share	1.12%	3.81M	$57.05	$69.92	+22.57%	Bought +3.27% shares Q3 2022
Columbia Diversified Fixed Income Allocation ETF Portfolio share: 0.85% Portfolio value: 2.89M Avg. open price: $20.42 Current price: $17.86 P/L: -12.55% Bought +2.98% shares Q3 2022	share	0.85%	2.89M	$20.42	$17.86	-12.55%	Bought +2.98% shares Q3 2022
Invesco Total Return Bond ETF Portfolio share: 0.80% Portfolio value: 2.72M Avg. open price: $52.92 Current price: $47.27 P/L: -10.67% Bought +11.41% shares Q3 2022	share	0.80%	2.72M	$52.92	$47.27	-10.67%	Bought +11.41% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.76% Portfolio value: 2.60M Avg. open price: $62.34 Current price: $67.72 P/L: +8.64% Bought +248.81% shares Q3 2022	share	0.76%	2.60M	$62.34	$67.72	+8.64%	Bought +248.81% shares Q3 2022
Schwab U.S. Large-Cap Value ETF Portfolio share: 0.72% Portfolio value: 2.45M Avg. open price: $57.11 Current price: $69.1 P/L: +21.00% Sold -0.00% shares Q3 2022	share	0.72%	2.45M	$57.11	$69.1	+21.00%	Sold -0.00% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.66% Portfolio value: 2.26M Avg. open price: $159.37 Current price: $203.99 P/L: +28.00% Bought +0.37% shares Q1 2022	share	0.66%	2.26M	$159.37	$203.99	+28.00%	Bought +0.37% shares Q1 2022
iShares Core S&P 500 ETF Portfolio share: 0.60% Portfolio value: 2.05M Avg. open price: $242.15 Current price: $405.74 P/L: +67.56% Sold -1.26% shares Q3 2022	share	0.60%	2.05M	$242.15	$405.74	+67.56%	Sold -1.26% shares Q3 2022
Schwab International Equity ETF Portfolio share: 0.57% Portfolio value: 1.95M Avg. open price: $28.57 Current price: $33.85 P/L: +18.49% Sold -1.06% shares Q3 2022	share	0.57%	1.95M	$28.57	$33.85	+18.49%	Sold -1.06% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.57% Portfolio value: 1.93M Avg. open price: $367.45 Current price: $404.21 P/L: +10.01% Sold -0.89% shares Q3 2022	share	0.57%	1.93M	$367.45	$404.21	+10.01%	Sold -0.89% shares Q3 2022
John Hancock Multifactor Large Cap ETF Portfolio share: 0.55% Portfolio value: 1.89M Avg. open price: $41.03 Current price: $52.35 P/L: +27.58% Bought +1.88% shares Q3 2022	share	0.55%	1.89M	$41.03	$52.35	+27.58%	Bought +1.88% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.44% Portfolio value: 1.48M Avg. open price: $74.56 Current price: $43.54 P/L: -41.61% Sold -2.91% shares Q3 2022	share	0.44%	1.48M	$74.56	$43.54	-41.61%	Sold -2.91% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 0.43% Portfolio value: 1.45M Avg. open price: $45.75 Current price: $47.85 P/L: +4.58% Sold -0.05% shares Q2 2022	share	0.43%	1.45M	$45.75	$47.85	+4.58%	Sold -0.05% shares Q2 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.42% Portfolio value: 1.43M Avg. open price: $27.36 Current price: $24.95 P/L: -8.80% Bought +7.05% shares Q3 2022	share	0.42%	1.43M	$27.36	$24.95	-8.80%	Bought +7.05% shares Q3 2022
Asset Management Brookfield Asset Management Inc. Portfolio share: 0.39% Portfolio value: 1.32M Avg. open price: $24.79 Current price: $45.13 P/L: +82.03% Bought +0.11% shares Q2 2022	share	0.39%	1.32M	$24.79	$45.13	+82.03%	Bought +0.11% shares Q2 2022
Specialty Business Services CBIZ, Inc. Portfolio share: 0.36% Portfolio value: 1.22M Avg. open price: $19.7 Current price: $50.16 P/L: +154.62% Sold -2.38% shares Q3 2022	share	0.36%	1.22M	$19.7	$50.16	+154.62%	Sold -2.38% shares Q3 2022
Software—Application ANSYS, Inc. Portfolio share: 0.31% Portfolio value: 1.07M Avg. open price: $363 Current price: $256.74 P/L: -29.27% Sold -0.94% shares Q3 2021	share	0.31%	1.07M	$363	$256.74	-29.27%	Sold -0.94% shares Q3 2021
iShares S&P 500 Growth ETF Portfolio share: 0.31% Portfolio value: 1.05M Avg. open price: $53.52 Current price: $63.37 P/L: +18.39% Bought +98.99% shares Q3 2022	share	0.31%	1.05M	$53.52	$63.37	+18.39%	Bought +98.99% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.30% Portfolio value: 1.02M Avg. open price: $372.79 Current price: $492.59 P/L: +32.14% Sold -3.48% shares Q3 2022	share	0.30%	1.02M	$372.79	$492.59	+32.14%	Sold -3.48% shares Q3 2022
SPDR Gold Shares Portfolio share: 0.29% Portfolio value: 993K Avg. open price: $162.54 Current price: $166.7 P/L: +2.56% Bought +2.18% shares Q3 2022	share	0.29%	993K	$162.54	$166.7	+2.56%	Bought +2.18% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 0.29% Portfolio value: 978K Avg. open price: $113.94 Current price: $151.62 P/L: +33.07% Sold -0.04% shares Q3 2022	share	0.29%	978K	$113.94	$151.62	+33.07%	Sold -0.04% shares Q3 2022
Capital Markets Raymond James Financial, Inc. Portfolio share: 0.28% Portfolio value: 955K Avg. open price: $89.41 Current price: $119.16 P/L: +33.27% Bought +7.07% shares Q3 2022	share	0.28%	955K	$89.41	$119.16	+33.27%	Bought +7.07% shares Q3 2022
Conglomerates Matthews International Corporation Portfolio share: 0.28% Portfolio value: 950K Avg. open price: $34.15 Current price: $31.79 P/L: -6.92% Bought +25.55% shares Q2 2022	share	0.28%	950K	$34.15	$31.79	-6.92%	Bought +25.55% shares Q2 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 0.26% Portfolio value: 883K Avg. open price: $48.19 Current price: $46.74 P/L: -3.01% Sold -34.03% shares Q3 2022	share	0.26%	883K	$48.19	$46.74	-3.01%	Sold -34.03% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.25% Portfolio value: 852K Avg. open price: N/A Current price: N/A P/L: N/A Sold -9.30% shares Q3 2022	share	0.25%	852K	N/A	N/A	N/A	Sold -9.30% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.23% Portfolio value: 772K Avg. open price: $215.4 Current price: $257 P/L: +19.31% Bought +8.80% shares Q3 2022	share	0.23%	772K	$215.4	$257	+19.31%	Bought +8.80% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.22% Portfolio value: 751K Avg. open price: $2,041.63 Current price: $99.24 P/L: -95.14% Sold -24.96% shares Q3 2022	share	0.22%	751K	$2,041.63	$99.24	-95.14%	Sold -24.96% shares Q3 2022
iShares MSCI KLD 400 Social ETF Portfolio share: 0.20% Portfolio value: 695K Avg. open price: N/A Current price: $76.8 P/L: N/A Sold -7.33% shares Q4 2021	share	0.20%	695K	N/A	$76.8	N/A	Sold -7.33% shares Q4 2021
Internet Retail Amazon.com, Inc. Portfolio share: 0.20% Portfolio value: 686K Avg. open price: $3,207.1 Current price: $93.14 P/L: -97.10% Sold -21.49% shares Q3 2022	share	0.20%	686K	$3,207.1	$93.14	-97.10%	Sold -21.49% shares Q3 2022
Packaging & Containers TriMas Corporation Portfolio share: 0.20% Portfolio value: 677K Avg. open price: $27.26 Current price: $28.01 P/L: +2.76% Sold -2.00% shares Q3 2022	share	0.20%	677K	$27.26	$28.01	+2.76%	Sold -2.00% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.19% Portfolio value: 657K Avg. open price: $157.34 Current price: $178.88 P/L: +13.69% Sold -10.57% shares Q3 2022	share	0.19%	657K	$157.34	$178.88	+13.69%	Sold -10.57% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.19% Portfolio value: 655K Avg. open price: $133.88 Current price: $133.75 P/L: -0.10% Sold -16.58% shares Q3 2022	share	0.19%	655K	$133.88	$133.75	-0.10%	Sold -16.58% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.19% Portfolio value: 653K Avg. open price: $75.25 Current price: $85.2 P/L: +13.22% Sold -3.53% shares Q3 2022	share	0.19%	653K	$75.25	$85.2	+13.22%	Sold -3.53% shares Q3 2022
ISHARES TR Portfolio share: 0.19% Portfolio value: 646K Avg. open price: N/A Current price: N/A P/L: N/A Bought +93.48% shares Q3 2021	share	0.19%	646K	N/A	N/A	N/A	Bought +93.48% shares Q3 2021
iShares ESG Aware MSCI EM ETF Portfolio share: 0.19% Portfolio value: 644K Avg. open price: $37.65 Current price: $31.47 P/L: -16.41% Bought +2.31% shares Q3 2022	share	0.19%	644K	$37.65	$31.47	-16.41%	Bought +2.31% shares Q3 2022
JPMorgan Diversified Return International Equity ETF Portfolio share: 0.19% Portfolio value: 639K Avg. open price: $51.9 Current price: $50.51 P/L: -2.69% Bought +4.82% shares Q3 2022	share	0.19%	639K	$51.9	$50.51	-2.69%	Bought +4.82% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.18% Portfolio value: 614K Avg. open price: $396.76 Current price: $536.16 P/L: +35.13% Sold -30.39% shares Q3 2022	share	0.18%	614K	$396.76	$536.16	+35.13%	Sold -30.39% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.18% Portfolio value: 602K Avg. open price: $218.81 Current price: $186.91 P/L: -14.58% Sold -2.97% shares Q2 2022	share	0.18%	602K	$218.81	$186.91	-14.58%	Sold -2.97% shares Q2 2022
SPDR Bloomberg Convertible Securities ETF Portfolio share: 0.17% Portfolio value: 593K Avg. open price: $65.35 Current price: $67 P/L: +2.52% Bought +192.27% shares Q1 2021	share	0.17%	593K	$65.35	$67	+2.52%	Bought +192.27% shares Q1 2021
Vanguard Small Cap Index Fund Portfolio share: 0.17% Portfolio value: 584K Avg. open price: $140.75 Current price: $196.57 P/L: +39.66% Bought +1.60% shares Q2 2022	share	0.17%	584K	$140.75	$196.57	+39.66%	Bought +1.60% shares Q2 2022
Credit Services Mastercard Incorporated Portfolio share: 0.17% Portfolio value: 579K Avg. open price: $352.61 Current price: $360.06 P/L: +2.11% Sold -23.90% shares Q3 2022	share	0.17%	579K	$352.61	$360.06	+2.11%	Sold -23.90% shares Q3 2022
Entertainment AMC Entertainment Holdings, Inc. Portfolio share: 0.17% Portfolio value: 578K Avg. open price: $19.29 Current price: $8.22 P/L: -57.38% Bought +84.19% shares Q3 2022	share	0.17%	578K	$19.29	$8.22	-57.38%	Bought +84.19% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.16% Portfolio value: 560K Avg. open price: $145.54 Current price: $153.22 P/L: +5.27% Sold -5.99% shares Q3 2022	share	0.16%	560K	$145.54	$153.22	+5.27%	Sold -5.99% shares Q3 2022
Specialty Industrial Machinery Eaton Corporation plc Portfolio share: 0.16% Portfolio value: 544K Avg. open price: $104.17 Current price: $163.31 P/L: +56.77% Sold -21.20% shares Q3 2022	share	0.16%	544K	$104.17	$163.31	+56.77%	Sold -21.20% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.16% Portfolio value: 537K Avg. open price: $2,627.4 Current price: $99.8 P/L: -96.20% Sold -10.77% shares Q3 2022	share	0.16%	537K	$2,627.4	$99.8	-96.20%	Sold -10.77% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.15% Portfolio value: 514K Avg. open price: $142.27 Current price: $185.69 P/L: +30.52% Sold -24.81% shares Q3 2022	share	0.15%	514K	$142.27	$185.69	+30.52%	Sold -24.81% shares Q3 2022
SPDR S&P 400 Mid Cap Growth ETF Portfolio share: 0.14% Portfolio value: 493K Avg. open price: $40.73 Current price: $69.88 P/L: +71.58% Sold -1.88% shares Q3 2022	share	0.14%	493K	$40.73	$69.88	+71.58%	Sold -1.88% shares Q3 2022
Banks—Regional The PNC Financial Services Group, Inc. Portfolio share: 0.14% Portfolio value: 490K Avg. open price: $142.28 Current price: $164.23 P/L: +15.43% Bought +5.64% shares Q3 2022	share	0.14%	490K	$142.28	$164.23	+15.43%	Bought +5.64% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.14% Portfolio value: 489K Avg. open price: $189.28 Current price: $176.5 P/L: -6.75% Sold -10.56% shares Q3 2022	share	0.14%	489K	$189.28	$176.5	-6.75%	Sold -10.56% shares Q3 2022
Information Technology Services Fiserv, Inc. Portfolio share: 0.13% Portfolio value: 459K Avg. open price: $88.97 Current price: $105.46 P/L: +18.53% Bought +0.55% shares Q3 2022	share	0.13%	459K	$88.97	$105.46	+18.53%	Bought +0.55% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.13% Portfolio value: 458K Avg. open price: $45.56 Current price: $51.04 P/L: +12.04% Sold -20.29% shares Q3 2022	share	0.13%	458K	$45.56	$51.04	+12.04%	Sold -20.29% shares Q3 2022
Information Technology Services Accenture plc Portfolio share: 0.13% Portfolio value: 454K Avg. open price: $293.11 Current price: $300.13 P/L: +2.40% Sold -9.25% shares Q3 2022	share	0.13%	454K	$293.11	$300.13	+2.40%	Sold -9.25% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.13% Portfolio value: 454K Avg. open price: $221.1 Current price: $215.98 P/L: -2.31% Sold -33.26% shares Q3 2022	share	0.13%	454K	$221.1	$215.98	-2.31%	Sold -33.26% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.13% Portfolio value: 429K Avg. open price: $464.13 Current price: $560.53 P/L: +20.77% Sold -14.29% shares Q3 2022	share	0.13%	429K	$464.13	$560.53	+20.77%	Sold -14.29% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.12% Portfolio value: 426K Avg. open price: $98.31 Current price: $99.29 P/L: +1.00% N/A Q3 2022	share	0.12%	426K	$98.31	$99.29	+1.00%	N/A Q3 2022
iShares Russell 2000 Growth ETF Portfolio share: 0.12% Portfolio value: 423K Avg. open price: $235.57 Current price: $231.03 P/L: -1.93% Bought +4.97% shares Q3 2022	share	0.12%	423K	$235.57	$231.03	-1.93%	Bought +4.97% shares Q3 2022
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 0.12% Portfolio value: 420K Avg. open price: $313.95 Current price: $342.58 P/L: +9.12% Bought +11.60% shares Q2 2022	share	0.12%	420K	$313.95	$342.58	+9.12%	Bought +11.60% shares Q2 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.12% Portfolio value: 420K Avg. open price: $101.21 Current price: $102.58 P/L: +1.35% Sold -2.72% shares Q3 2022	share	0.12%	420K	$101.21	$102.58	+1.35%	Sold -2.72% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.12% Portfolio value: 411K Avg. open price: $61.88 Current price: $110.74 P/L: +78.97% Bought +1.23% shares Q3 2022	share	0.12%	411K	$61.88	$110.74	+78.97%	Bought +1.23% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.12% Portfolio value: 410K Avg. open price: $47.7 Current price: $49.43 P/L: +3.64% Sold -14.46% shares Q3 2022	share	0.12%	410K	$47.7	$49.43	+3.64%	Sold -14.46% shares Q3 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.12% Portfolio value: 407K Avg. open price: $216.48 Current price: $218.34 P/L: +0.86% Sold -6.70% shares Q3 2022	share	0.12%	407K	$216.48	$218.34	+0.86%	Sold -6.70% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.11% Portfolio value: 390K Avg. open price: $57.14 Current price: $83.35 P/L: +45.88% Sold -24.38% shares Q3 2022	share	0.11%	390K	$57.14	$83.35	+45.88%	Sold -24.38% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.11% Portfolio value: 383K Avg. open price: $314.54 Current price: $325.92 P/L: +3.62% Sold -45.88% shares Q3 2022	share	0.11%	383K	$314.54	$325.92	+3.62%	Sold -45.88% shares Q3 2022
REIT—Specialty Crown Castle Inc. Portfolio share: 0.11% Portfolio value: 367K Avg. open price: $159.88 Current price: $140.17 P/L: -12.33% Sold -17.29% shares Q3 2022	share	0.11%	367K	$159.88	$140.17	-12.33%	Sold -17.29% shares Q3 2022
Utilities—Diversified Brookfield Infrastructure Partners L.P. Portfolio share: 0.11% Portfolio value: 364K Avg. open price: N/A Current price: $35.35 P/L: N/A Sold -0.01% shares Q2 2022	share	0.11%	364K	N/A	$35.35	N/A	Sold -0.01% shares Q2 2022
iShares ESG Aware MSCI EAFE ETF Portfolio share: 0.11% Portfolio value: 361K Avg. open price: $73.63 Current price: $67.86 P/L: -7.84% Bought +1.76% shares Q3 2022	share	0.11%	361K	$73.63	$67.86	-7.84%	Bought +1.76% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.10% Portfolio value: 358K Avg. open price: $219.7 Current price: $214.73 P/L: -2.26% Sold -28.67% shares Q3 2022	share	0.10%	358K	$219.7	$214.73	-2.26%	Sold -28.67% shares Q3 2022
iShares ESG 1-5 Year USD Corporate Bond ETF Portfolio share: 0.10% Portfolio value: 355K Avg. open price: $25.23 Current price: $23.89 P/L: -5.33% Bought +12.49% shares Q3 2022	share	0.10%	355K	$25.23	$23.89	-5.33%	Bought +12.49% shares Q3 2022
iShares S&P Mid-Cap 400 Growth ETF Portfolio share: 0.10% Portfolio value: 342K Avg. open price: $55.73 Current price: $72.95 P/L: +30.90% Sold -1.31% shares Q2 2020	share	0.10%	342K	$55.73	$72.95	+30.90%	Sold -1.31% shares Q2 2020
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.09% Portfolio value: 319K Avg. open price: $104.71 Current price: $163.29 P/L: +55.95% Sold -19.30% shares Q3 2022	share	0.09%	319K	$104.71	$163.29	+55.95%	Sold -19.30% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.09% Portfolio value: 317K Avg. open price: $104.27 Current price: $158.38 P/L: +51.89% Bought +2.23% shares Q2 2022	share	0.09%	317K	$104.27	$158.38	+51.89%	Bought +2.23% shares Q2 2022
Apparel Retail The TJX Companies, Inc. Portfolio share: 0.09% Portfolio value: 310K Avg. open price: $66.12 Current price: $80.19 P/L: +21.28% Sold -18.23% shares Q3 2022	share	0.09%	310K	$66.12	$80.19	+21.28%	Sold -18.23% shares Q3 2022
Specialty Retail O'Reilly Automotive, Inc. Portfolio share: 0.09% Portfolio value: 309K Avg. open price: $507.25 Current price: $858.41 P/L: +69.23% Sold -13.89% shares Q2 2022	share	0.09%	309K	$507.25	$858.41	+69.23%	Sold -13.89% shares Q2 2022
Technology Select Sector SPDR Fund Portfolio share: 0.09% Portfolio value: 307K Avg. open price: $158.36 Current price: $135.36 P/L: -14.53% Bought +0.12% shares Q1 2022	share	0.09%	307K	$158.36	$135.36	-14.53%	Bought +0.12% shares Q1 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.09% Portfolio value: 300K Avg. open price: $132.3 Current price: $149.05 P/L: +12.66% Sold -8.00% shares Q3 2022	share	0.09%	300K	$132.3	$149.05	+12.66%	Sold -8.00% shares Q3 2022
Aerospace & Defense Northrop Grumman Corporation Portfolio share: 0.09% Portfolio value: 298K Avg. open price: $360.22 Current price: $545.6 P/L: +51.46% Sold -0.47% shares Q3 2022	share	0.09%	298K	$360.22	$545.6	+51.46%	Sold -0.47% shares Q3 2022
Specialty Chemicals PPG Industries, Inc. Portfolio share: 0.09% Portfolio value: 295K Avg. open price: $131.07 Current price: $137.3 P/L: +4.75% Sold -10.01% shares Q3 2022	share	0.09%	295K	$131.07	$137.3	+4.75%	Sold -10.01% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.09% Portfolio value: 292K Avg. open price: N/A Current price: $122.21 P/L: N/A Sold -0.19% shares Q3 2022	share	0.09%	292K	N/A	$122.21	N/A	Sold -0.19% shares Q3 2022
Apparel Retail Lululemon Athletica Inc. Portfolio share: 0.08% Portfolio value: 284K Avg. open price: $345.5 Current price: $385.99 P/L: +11.72% Sold -4.61% shares Q3 2021	share	0.08%	284K	$345.5	$385.99	+11.72%	Sold -4.61% shares Q3 2021
Entertainment The Walt Disney Company Portfolio share: 0.08% Portfolio value: 282K Avg. open price: $176.42 Current price: $98.72 P/L: -44.04% Sold -20.01% shares Q3 2022	share	0.08%	282K	$176.42	$98.72	-44.04%	Sold -20.01% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 0.08% Portfolio value: 272K Avg. open price: $104.25 Current price: $103.09 P/L: -1.12% Bought +1.51% shares Q3 2022	share	0.08%	272K	$104.25	$103.09	-1.12%	Bought +1.51% shares Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 0.08% Portfolio value: 272K Avg. open price: $456.75 Current price: $538.57 P/L: +17.91% Sold -0.97% shares Q3 2022	share	0.08%	272K	$456.75	$538.57	+17.91%	Sold -0.97% shares Q3 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.08% Portfolio value: 270K Avg. open price: $423.52 Current price: $495.07 P/L: +16.90% Bought +27.32% shares Q2 2022	share	0.08%	270K	$423.52	$495.07	+16.90%	Bought +27.32% shares Q2 2022
Utilities Select Sector SPDR Fund Portfolio share: 0.08% Portfolio value: 269K Avg. open price: $58.33 Current price: $71.03 P/L: +21.76% Sold -0.34% shares Q3 2022	share	0.08%	269K	$58.33	$71.03	+21.76%	Sold -0.34% shares Q3 2022
Credit Services Capital One Financial Corporation Portfolio share: 0.08% Portfolio value: 261K Avg. open price: $143.11 Current price: $97.69 P/L: -31.74% Bought +4.84% shares Q3 2022	share	0.08%	261K	$143.11	$97.69	-31.74%	Bought +4.84% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.08% Portfolio value: 260K Avg. open price: $354.17 Current price: $290.54 P/L: -17.97% N/A Q3 2022	share	0.08%	260K	$354.17	$290.54	-17.97%	N/A Q3 2022
Credit Services American Express Company Portfolio share: 0.08% Portfolio value: 259K Avg. open price: $149.77 Current price: $156.75 P/L: +4.66% Bought +1.00% shares Q3 2022	share	0.08%	259K	$149.77	$156.75	+4.66%	Bought +1.00% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 0.07% Portfolio value: 256K Avg. open price: $281.95 Current price: $270.64 P/L: -4.01% Sold -0.70% shares Q3 2022	share	0.07%	256K	$281.95	$270.64	-4.01%	Sold -0.70% shares Q3 2022
Farm & Heavy Construction Machinery PACCAR Inc Portfolio share: 0.07% Portfolio value: 251K Avg. open price: $84.69 Current price: $105.79 P/L: +24.91% Sold -0.40% shares Q3 2021	share	0.07%	251K	$84.69	$105.79	+24.91%	Sold -0.40% shares Q3 2021
Energy Select Sector SPDR Fund Portfolio share: 0.07% Portfolio value: 250K Avg. open price: N/A Current price: $90.31 P/L: N/A N/A Q2 2022	share	0.07%	250K	N/A	$90.31	N/A	N/A Q2 2022
Federated Hermes Short Duration Corporate ETF Portfolio share: 0.07% Portfolio value: 250K Avg. open price: N/A Current price: $23.34 P/L: N/A N/A Q1 2022	share	0.07%	250K	N/A	$23.34	N/A	N/A Q1 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.07% Portfolio value: 246K Avg. open price: $228.04 Current price: $374.76 P/L: +64.34% Sold -2.44% shares Q3 2022	share	0.07%	246K	$228.04	$374.76	+64.34%	Sold -2.44% shares Q3 2022
Semiconductors Analog Devices, Inc. Portfolio share: 0.07% Portfolio value: 245K Avg. open price: $166.41 Current price: $168.63 P/L: +1.34% Sold -0.11% shares Q3 2022	share	0.07%	245K	$166.41	$168.63	+1.34%	Sold -0.11% shares Q3 2022
Specialty Industrial Machinery Illinois Tool Works Inc. Portfolio share: 0.07% Portfolio value: 243K Avg. open price: $219.14 Current price: $228.29 P/L: +4.18% Sold -5.28% shares Q1 2022	share	0.07%	243K	$219.14	$228.29	+4.18%	Sold -5.28% shares Q1 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 0.07% Portfolio value: 241K Avg. open price: $186.74 Current price: $269.9 P/L: +44.53% Sold -0.09% shares Q2 2022	share	0.07%	241K	$186.74	$269.9	+44.53%	Sold -0.09% shares Q2 2022
Insurance—Property & Casualty Chubb Limited Portfolio share: 0.07% Portfolio value: 239K Avg. open price: $193.11 Current price: $219.16 P/L: +13.49% Bought +13.01% shares Q1 2022	share	0.07%	239K	$193.11	$219.16	+13.49%	Bought +13.01% shares Q1 2022
Broadcasting The Liberty SiriusXM Group Portfolio share: 0.07% Portfolio value: 237K Avg. open price: $45.45 Current price: $42.84 P/L: -5.74% Bought +0.06% shares Q3 2022	share	0.07%	237K	$45.45	$42.84	-5.74%	Bought +0.06% shares Q3 2022
Federated Hermes Short Duration High Yield ETF Portfolio share: 0.07% Portfolio value: 236K Avg. open price: N/A Current price: $22.23 P/L: N/A N/A Q1 2022	share	0.07%	236K	N/A	$22.23	N/A	N/A Q1 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.07% Portfolio value: 236K Avg. open price: $231.3 Current price: $285.51 P/L: +23.44% Sold -16.64% shares Q3 2022	share	0.07%	236K	$231.3	$285.51	+23.44%	Sold -16.64% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.07% Portfolio value: 234K Avg. open price: $127.74 Current price: $124.6 P/L: -2.46% Bought +16.90% shares Q3 2022	share	0.07%	234K	$127.74	$124.6	-2.46%	Bought +16.90% shares Q3 2022
Medical Devices Edwards Lifesciences Corporation Portfolio share: 0.07% Portfolio value: 233K Avg. open price: $103.81 Current price: $76.55 P/L: -26.26% N/A Q3 2022	share	0.07%	233K	$103.81	$76.55	-26.26%	N/A Q3 2022
iShares Global Clean Energy ETF Portfolio share: 0.07% Portfolio value: 230K Avg. open price: N/A Current price: $21.27 P/L: N/A Sold -5.05% shares Q3 2022	share	0.07%	230K	N/A	$21.27	N/A	Sold -5.05% shares Q3 2022
Beverages—Wineries & Distilleries Constellation Brands, Inc. Portfolio share: 0.07% Portfolio value: 228K Avg. open price: N/A Current price: $261.05 P/L: N/A Sold -1.00% shares Q3 2022	share	0.07%	228K	N/A	$261.05	N/A	Sold -1.00% shares Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 0.07% Portfolio value: 222K Avg. open price: $139.11 Current price: $169.81 P/L: +22.07% Sold -13.11% shares Q2 2022	share	0.07%	222K	$139.11	$169.81	+22.07%	Sold -13.11% shares Q2 2022
ISHARES TR Portfolio share: 0.06% Portfolio value: 218K Avg. open price: N/A Current price: N/A P/L: N/A Sold -7.91% shares Q3 2022	share	0.06%	218K	N/A	N/A	N/A	Sold -7.91% shares Q3 2022
SPDR S&P 400 Mid Cap Value ETF Portfolio share: 0.06% Portfolio value: 211K Avg. open price: $40.51 Current price: $68.36 P/L: +68.74% Sold -4.26% shares Q3 2022	share	0.06%	211K	$40.51	$68.36	+68.74%	Sold -4.26% shares Q3 2022
Medical Devices Stryker Corporation Portfolio share: 0.06% Portfolio value: 211K Avg. open price: $242.42 Current price: $243.11 P/L: +0.28% Sold -0.95% shares Q4 2021	share	0.06%	211K	$242.42	$243.11	+0.28%	Sold -0.95% shares Q4 2021
Footwear & Accessories NIKE, Inc. Portfolio share: 0.06% Portfolio value: 209K Avg. open price: $156.89 Current price: $111.61 P/L: -28.86% Sold -2.71% shares Q2 2022	share	0.06%	209K	$156.89	$111.61	-28.86%	Sold -2.71% shares Q2 2022
Telecom Services Liberty Broadband Corporation Portfolio share: 0.06% Portfolio value: 208K Avg. open price: $139.95 Current price: $90.58 P/L: -35.27% Bought +0.61% shares Q3 2022	share	0.06%	208K	$139.95	$90.58	-35.27%	Bought +0.61% shares Q3 2022
Banks—Regional F.N.B. Corporation Portfolio share: 0.06% Portfolio value: 190K Avg. open price: $11.5 Current price: $13.89 P/L: +20.75% Sold -15.48% shares Q1 2022	share	0.06%	190K	$11.5	$13.89	+20.75%	Sold -15.48% shares Q1 2022
Communication Equipment CommScope Holding Company, Inc. Portfolio share: 0.04% Portfolio value: 147K Avg. open price: N/A Current price: $8.58 P/L: N/A N/A Q2 2022	share	0.04%	147K	N/A	$8.58	N/A	N/A Q2 2022
Gold Hycroft Mining Holding Corporation Portfolio share: 0.04% Portfolio value: 144K Avg. open price: $1.86 Current price: $0.67 P/L: -64.10% Bought +46.63% shares Q3 2022	share	0.04%	144K	$1.86	$0.67	-64.10%	Bought +46.63% shares Q3 2022
Asset Management Federated Hermes Premier Municipal Income Fund Portfolio share: 0.04% Portfolio value: 137K Avg. open price: N/A Current price: $11.14 P/L: N/A N/A Q4 2017	share	0.04%	137K	N/A	$11.14	N/A	N/A Q4 2017
Banks—Regional Huntington Bancshares Incorporated Portfolio share: 0.04% Portfolio value: 135K Avg. open price: N/A Current price: $15.46 P/L: N/A N/A Q3 2022	share	0.04%	135K	N/A	$15.46	N/A	N/A Q3 2022
Entertainment Warner Bros. Discovery, Inc. Portfolio share: 0.04% Portfolio value: 126K Avg. open price: N/A Current price: $11.55 P/L: N/A Sold -31.28% shares Q3 2022	share	0.04%	126K	N/A	$11.55	N/A	Sold -31.28% shares Q3 2022
Drug Manufacturers—Specialty & Generic Viatris Inc. Portfolio share: 0.03% Portfolio value: 86K Avg. open price: N/A Current price: $11.17 P/L: N/A Sold -2.14% shares Q2 2022	share	0.03%	86K	N/A	$11.17	N/A	Sold -2.14% shares Q2 2022
Auto Manufacturers Mullen Automotive, Inc. Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $0.2 P/L: N/A N/A Q3 2022	share	0.00%	3K	N/A	$0.2	N/A	N/A Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $40.81 Current price: $36.08 P/L: -11.59% Sold -100.00% shares Q3 2022	share	0.00%	0	$40.81	$36.08	-11.59%	Sold -100.00% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $53.98 Current price: $29.38 P/L: -45.57% Sold -100.00% shares Q3 2022	share	0.00%	0	$53.98	$29.38	-45.57%	Sold -100.00% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $354.17 Current price: $290.54 P/L: -17.97% Sold -100.00% shares Q3 2022	share	0.00%	0	$354.17	$290.54	-17.97%	Sold -100.00% shares Q3 2022
Specialty Industrial Machinery Xylem Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $113.53 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$113.53	N/A	Sold -100.00% shares Q3 2022
Packaged Foods McCormick & Company, Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $88.09 Current price: $86.38 P/L: -1.95% Sold -100.00% shares Q3 2022	share	0.00%	0	$88.09	$86.38	-1.95%	Sold -100.00% shares Q3 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $148.94 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$148.94	N/A	Sold -100.00% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $189.29 Current price: $213.04 P/L: +12.55% Sold -100.00% shares Q3 2022	share	0.00%	0	$189.29	$213.04	+12.55%	Sold -100.00% shares Q3 2022
Drug Manufacturers—Specialty & Generic SNDL Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $3.09 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$3.09	N/A	Sold -100.00% shares Q3 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $88.32 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$88.32	N/A	Sold -100.00% shares Q3 2022
Oil & Gas E&P ConocoPhillips Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $123.43 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$123.43	N/A	Sold -100.00% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $46.52 Current price: $35.33 P/L: -24.06% Sold -100.00% shares Q3 2022	share	0.00%	0	$46.52	$35.33	-24.06%	Sold -100.00% shares Q3 2022
Medical Devices Edwards Lifesciences Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $103.81 Current price: $76.55 P/L: -26.26% Sold -100.00% shares Q3 2022	share	0.00%	0	$103.81	$76.55	-26.26%	Sold -100.00% shares Q3 2022
Banks—Regional Emclaire Financial Corp Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $29.63 Current price: $33.22 P/L: +12.11% Sold -100.00% shares Q3 2022	share	0.00%	0	$29.63	$33.22	+12.11%	Sold -100.00% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $83.79 Current price: $101.01 P/L: +20.55% Sold -100.00% shares Q3 2022	share	0.00%	0	$83.79	$101.01	+20.55%	Sold -100.00% shares Q3 2022
Asset Management The Bank of New York Mellon Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $51.45 Current price: $45.22 P/L: -12.11% Sold -100.00% shares Q3 2022	share	0.00%	0	$51.45	$45.22	-12.11%	Sold -100.00% shares Q3 2022

Showing TOP 147 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP?

The biggest position of the SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP is Federated Hermes, Inc. (FHI) with 31.39% portfolio share worth of 107.15M US dollars.

Top 5 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP's holdings represent 53.87% of the portfolio:

Federated Hermes, Inc. (FHI) – 31.39%
Vanguard Mid Cap Index Fund (VO) – 7.31%
Schwab U.S. Large-Cap Growth ETF (SCHG) – 5.4%
iShares National Muni Bond ETF (MUB) – 5.2%
Schwab U.S. Large-Cap ETF (SCHX) – 4.57%

Who is the portfolio manager of SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP?

The portfolio manager of the SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP is .

What is the total asset value of the SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio?

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP total asset value (portfolio value) is 341.33M US dollars.

Who is ?

is the portfolio manager of the SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP.

What is (SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP) fund performance?

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP's quarterly performance is -10.97%, annualy -38.96%. In the past 3 years, the value of 's portfolio has decreased by -24%. In the past 5 years, the value of the portfolio has decreased by -24%.

What is the SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP CIK?

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP's Central Index Key is 0001665359 .

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP Holdings

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 1 year portfolio value change:

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 3 years portfolio value change:

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 5 years portfolio value change: