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