Schneider Downs Wealth Management Advisors, LP Buys Schwab U.S. Small-Cap ETF, Schwab U.S. Large-Cap Value ETF, SPDR Dow Jones Industrial Average ETF Trust, Sells Welltower Inc, Vanguard Dividend Appreciation ETF

• New Purchases: DIA, IWM, XOM, LULU, MO, COST,
• Added Positions: SCHG, SCHF, JPIN, SCHA, SCHE, SCHM, SCHX, SCHV, SCHZ, VEA, VO, SCHO, EFA, IWN, GLD, CORP, PHB, VNQ, SPY, VTI,
• Reduced Positions: FII, IWR, VIG, IWF, AAPL, IEFA,
• Sold Out: WELL,

For the details of Schneider Downs Wealth Management Advisors, LP's stock buys and sells, go to https://www.gurufocus.com/guru/schneider+downs+wealth+management+advisors%2C+lp/current-portfolio/portfolio

1. Federated Investors Inc (FII) - 6,306,377 shares, 61.96% of the total portfolio. Shares reduced by 1.58%
2. Vanguard Mid-Cap ETF (VO) - 101,338 shares, 5.44% of the total portfolio. Shares added by 1.23%
3. Schwab International Equity ETF (SCHF) - 296,898 shares, 3.01% of the total portfolio. Shares added by 12.40%
4. Schwab U.S. Large-Cap Growth ETF (SCHG) - 97,118 shares, 2.72% of the total portfolio. Shares added by 16.25%
5. Vanguard FTSE Developed Markets ETF (VEA) - 198,393 shares, 2.64% of the total portfolio. Shares added by 2.77%

Schneider Downs Wealth Management Advisors, LP initiated holding in SPDR Dow Jones Industrial Average ETF Trust. The purchase prices were between $259.16 and $286.2, with an estimated average price of $274.52. The stock is now traded at around $291.54. The impact to a portfolio due to this purchase was 0.08%. The holding were 917 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in Exxon Mobil Corp. The purchase prices were between $66.7 and $73.09, with an estimated average price of $69.16. The stock is now traded at around $66.77. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,705 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in iShares Russell 2000 ETF. The purchase prices were between $145.92 and $166.68, with an estimated average price of $157.72. The stock is now traded at around $167.45. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,685 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in Lululemon Athletica Inc. The purchase prices were between $189.13 and $233.19, with an estimated average price of $213.94. The stock is now traded at around $243.06. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,015 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in Altria Group Inc. The purchase prices were between $40.21 and $51.55, with an estimated average price of $47.35. The stock is now traded at around $50.56. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,138 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in Costco Wholesale Corp. The purchase prices were between $285.11 and $305.21, with an estimated average price of $297.42. The stock is now traded at around $312.88. The impact to a portfolio due to this purchase was 0.06%. The holding were 689 shares as of .

Schneider Downs Wealth Management Advisors, LP added to a holding in Schwab U.S. Small-Cap ETF by 26.56%. The purchase prices were between $67.26 and $76.07, with an estimated average price of $72.52. The stock is now traded at around $76.52. The impact to a portfolio due to this purchase was 0.17%. The holding were 35,057 shares as of .

Schneider Downs Wealth Management Advisors, LP added to a holding in Schwab U.S. Large-Cap Value ETF by 111.71%. The purchase prices were between $54.73 and $60.25, with an estimated average price of $58.21. The stock is now traded at around $60.81. The impact to a portfolio due to this purchase was 0.09%. The holding were 9,508 shares as of .

Schneider Downs Wealth Management Advisors, LP added to a holding in SPDR Gold Trust by 26.52%. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $147.12. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,194 shares as of .

Schneider Downs Wealth Management Advisors, LP added to a holding in Invesco Fundamental High Yield Corporate Bond ETF by 22.43%. The purchase prices were between $18.92 and $19.3, with an estimated average price of $19.07. The stock is now traded at around $19.22. The impact to a portfolio due to this purchase was 0.03%. The holding were 30,306 shares as of .

Schneider Downs Wealth Management Advisors, LP sold out a holding in Welltower Inc. The sale prices were between $77.4 and $92.21, with an estimated average price of $85.48.