Schneider Downs Wealth Management Advisors Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Farmers National Banc Corp.
FMNB
$2.94M0.59220,2250%+$00.74
Porch Group, Inc.
PRCH
$1.22M0.29283,6110%+$00.31
Federated Hermes, Inc.
FHI
$2.53M0.0869,978-7.33%-$200,068.650.64
CBIZ, Inc.
CBZ
$1.91M0.0524,333-13.96%-$309,996.580.48
Remitly Global, Inc.
RELY
$1.55M0.0474,728-6.92%-$115,314.420.39
ANSYS, Inc.
ANSS
$1.64M0.014,7100%+$00.41
PACCAR Inc
PCAR
$1.23M<0.019,949+0.59%+$7,185.570.31
Brookfield Corporation
BN
$1.34M<0.0132,1070%+$00.34
Eaton Corporation plc
ETN
$1.74M<0.015,569+0.98%+$16,884.720.44
Apple Inc.
AAPL
$6.93M<0.0140,428+39.64%+$1.97M1.74
Schwab Emerging Markets Equity ETF
SCHE
$2.57M<0.01101,714-8.11%-$226,517.530.65
iShares S&P 500 Growth ETF
IVW
$1.57M<0.0118,5900%+$00.4
Vanguard Developed Markets Index Fund
VEA
$8.24M<0.01164,192-2.19%-$184,574.882.07
Federated Hermes Short Duration High Yield ETF
FHYS
$1.49M<0.0165,0320%+$00.38
Schwab U.S. Small-Cap ETF
SCHA
$1.33M<0.0127,095-20.57%-$345,615.610.34
iShares Core S&P 500 ETF
IVV
$2.9M<0.015,518-3.18%-$95,159.520.73
SPDR S&P 500 ETF Trust
SPY
$2.38M<0.014,549-1.73%-$41,845.590.6
iShares S&P 500 Value ETF
IVE
$1.13M<0.016,062-2.67%-$31,010.450.29
SPDR Portfolio S&P 500 ETF
SPLG
$2.03M<0.0132,967-1.1%-$22,581.660.51
iShares S&P Small-Cap 600 Growth ETF
IJT
$15.21M<0.01116,344+7.89%+$1.11M3.82
SPDR Portfolio Developed World ex-US ETF
SPDW
$45.78M<0.011.28M+8.95%+$3.76M11.51
iShares ESG Aware MSCI EM ETF
ESGE
$1.08M<0.0133,421+8.38%+$83,250.100.27
Exxon Mobil Corporation
XOM
$1.98M<0.0117,054+4.58%+$86,831.280.5
iShares Core S&P Small-Cap ETF
IJR
$7.44M<0.0167,297+1.83%+$133,840.111.87
Schwab U.S. Aggregate Bond ETF
SCHZ
$6.62M<0.01143,875-17.46%-$1.4M1.66
iShares ESG Aware MSCI EAFE ETF
ESGD
$1.13M<0.0114,098-1.99%-$22,854.260.28
iShares National Muni Bond ETF
MUB
$21.87M<0.01203,272+13.76%+$2.65M5.5
Vanguard Total Stock Market Index Fund
VTI
$2.79M<0.0110,748+3.96%+$106,299.090.7
iShares Core S&P Mid-Cap ETF
IJH
$1.1M<0.0118,173+401.05%+$883,500.010.28
Schwab U.S. Large-Cap ETF
SCHX
$27.2M<0.01438,315+4.04%+$1.06M6.84
iShares MSCI EAFE ETF
EFA
$5.11M<0.0163,9380%+$01.28
Microsoft Corporation
MSFT
$10.04M<0.0123,857+24.09%+$1.95M2.52
Vanguard Tax-Exempt Bond Index Fund
VTEB
$2.31M<0.0145,710+0.69%+$15,939.000.58
iShares Core MSCI Emerging Markets ETF
IEMG
$14.21M<0.01275,417+3.62%+$496,803.533.57
Schwab U.S. Large-Cap Value ETF
SCHV
$4.46M<0.0158,668-39.19%-$2.87M1.12
iShares MSCI KLD 400 Social ETF
DSI
$1.05M<0.0110,3790%+$00.26
JPMorgan Chase & Co.
JPM
$1.36M<0.016,786+238.45%+$957,664.740.34
Vanguard 500 Index Fund
VOO
$10.56M<0.0121,963+0.1%+$10,575.332.65
Invesco Total Return Bond ETF
GTO
$8.11M<0.01173,176+9.68%+$715,350.192.04
Schwab U.S. Mid-Cap ETF
SCHM
$6.71M<0.0182,431+1.67%+$110,174.981.69
JPMorgan Income ETF
JPIE
$4.78M<0.01104,973+13.61%+$572,963.291.2
Vanguard Russell 1000 Growth Index Fund
VONG
$901,368.00<0.0110,400+8.88%+$73,496.160.23
Alphabet Inc.
GOOGL
$962,028.00<0.016,374+58.44%+$354,836.500.24
Schwab U.S. Large-Cap Growth ETF
SCHG
$36.04M<0.01388,679+3.01%+$1.05M9.06
iShares Russell Mid-Cap ETF
IWR
$7.97M<0.0194,798-7.15%-$614,027.272
Vanguard Mid Cap Index Fund
VO
$43.6M<0.01174,506+8.39%+$3.37M10.96
SPDR Gold Shares
GLD
$1.5M<0.017,268-2.99%-$46,081.280.38
Schwab International Equity ETF
SCHF
$2.53M<0.0164,893-3.4%-$89,160.710.64
iShares Russell 1000 Growth ETF
IWF
$14.07M<0.0141,746-2.17%-$311,431.163.54
Janus Henderson Short Duration Income ETF
VNLA
$12.24M<0.01252,418+13.85%+$1.49M3.08