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Institutional Investment Manager
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP (CIK: 0001665359). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001665359-16-000003) filed in 2016.07.13
#
Name
Shares
Value ($)
%
Options
Notes
1 FEDERATED HERMES INC CL B 3,480,738 100,176 67.57%
2 ISHARES TR 52,381 8,810 5.94%
3 VANGUARD INDEX FDS 59,913 7,407 5.00%
4 SCHWAB INTERNATIONAL EQUITY ETF 199,687 5,414 3.65%
5 VANGUARD INDEX FDS 46,132 4,091 2.76%
6 VANGUARD TAX-MANAGED FDS 115,206 4,074 2.75%
7 ISHARES TR 39,030 3,917 2.64%
8 VANGUARD BD INDEX FDS 26,108 2,116 1.43%
9 VANGUARD INDEX FDS 10,659 2,049 1.38%
10 SPDR SERIES TRUST 23,815 1,971 1.33%
11 ISHARES TR 5,795 1,220 0.82%
12 VANGUARD INDEX FDS 7,021 812 0.55%
13 WESBANCO INC 21,366 663 0.45%
14 ISHARES TR 5,059 648 0.44%
15 ISHARES TR 9,473 492 0.33%
16 POWERSHARES N/C 6/4/18 46138E354 11,041 472 0.32%
17 ISHARES TR 4,100 462 0.31%
18 VERIZON COMMUNICATIONS INC 8,091 452 0.30%
19 AT&T INC 10,410 450 0.30%
20 SPDR SER TR 3,623 446 0.30%
21 ISHARES TR 5,419 419 0.28%
22 APPLE COMPUTER INC 3,751 359 0.24%
23 SCHWAB US AGGREGATE BOND ETF 6,518 350 0.24%
24 VANGUARD BD INDEX FDS 3,580 315 0.21%
25 SCHWAB U.S. LARGE-CAP ETF 4,855 242 0.16%
26 MATTHEWS INTL CORP 4,000 223 0.15%
27 FORD MTR CO DEL 15,207 191 0.13%
28 SANOFI CONTGNT VAL RT 25,000 6 0.00%
29 NEURALSTEM INCORPORATED 11,000 3 0.00%