Dark
Light
System
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 (2016Q4)
Original 13F HR (0001665359-17-000001) filed in 2017.01.17
#
Name
Shares
Value ($)
%
Options
Notes
1 FEDERATED HERMES INC CL B 3,183,242 90,022 61.21%
2 VANGUARD TAX-MANAGED FDS 298,853 10,920 7.42%
3 ISHARES TR 51,890 9,281 6.31%
4 VANGUARD INDEX FDS 65,127 8,573 5.83%
5 ISHARES TR 40,887 4,289 2.92%
6 SCHWAB INTERNATIONAL EQUITY ETF 139,419 3,859 2.62%
7 VANGUARD INDEX FDS 35,418 2,923 1.99%
8 ISHARES TR 10,361 2,331 1.58%
9 SPDR SERIES TRUST 23,191 2,179 1.48%
10 VANGUARD INDEX FDS 10,598 2,176 1.48%
11 VANGUARD BD INDEX FDS 21,878 1,738 1.18%
12 SPDR SER TR 7,823 1,041 0.71%
13 WESBANCO INC 21,696 934 0.64%
14 ISHARES TR 5,179 752 0.51%
15 ISHARES TR 5,367 580 0.39%
16 ISHARES TR 10,349 555 0.38%
17 VANGUARD INDEX FDS 4,305 555 0.38%
18 POWERSHARES N/C 6/4/18 46138E354 12,105 503 0.34%
19 APPLE INC 4,116 477 0.32%
20 SCHWAB US AGGREGATE BOND ETF 8,894 458 0.31%
21 ISHARES TR 5,419 446 0.30%
22 AT&T INC 10,410 443 0.30%
23 VERIZON COMMUNICATIONS INC 8,091 432 0.29%
24 SCHWAB U.S. LARGE-CAP ETF 8,081 430 0.29%
25 VANGUARD BD INDEX FDS 3,580 297 0.20%
26 VANGUARD INTL EQUITY INDEX F 8,128 291 0.20%
27 ISHARES TR 4,396 220 0.15%
28 SCHWAB SHORT-TERM US TREASURY ETF 4,248 214 0.15%
29 FORD MTR CO DEL 12,350 150 0.10%
30 SANOFI CONTGNT VAL RT 25,000 10 0.01%