Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | 02-09-2024 | 12-31-2023 | 121 | 384,526,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 1 | $39,871,356 | 1,172,342 | 0.01 | 0.01 | 152,269 | 14.93 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $37,454,832 | 161,000 | 0.01 | 0.01 | 2,412 | 1.52 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $31,301,336 | 377,306 | 0.01 | 0.01 | 28,390 | 8.14 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 4 | $23,759,875 | 421,274 | 0.01 | 0.01 | -13,673 | -3.14 | 12-31-2023 |
