Schneider Downs Wealth Management Advisors, LP Buys iShares National Muni Bond, Apple Inc, iShares MSCI EM ESG Select ETF, Sells SPDR Portfolio Developed World ex-US, Schwab International Equity, iShares Core S&P Small-Cap

• New Purchases: ESGE, TSC, LULU, HD, INTC, PCAR, MA, DVYE, QQQ, COST,
• Added Positions: MUB, VO, SCHX, AAPL, SCHG, SCHM, IVE, AMZN, GLD, GOOGL, JPM, IVV, XSLV, ORCL,
• Reduced Positions: SPDW, SCHF, IJR, JPIN, SPY, FHI, VEA, SCHZ, MDYG, SCHE, IWR, EFG, SCHA, EFA, USMV, ELR, VOO, SCHO, CBZ, VB, IJK, IJH, TRS,
• Sold Out: EFV, IEFA, IWN, IWB, VYM, MTUM,

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 Hermes Inc (FHI) - 6,270,121 shares, 53.27% of the total portfolio. Shares reduced by 1.56%
2. Vanguard Mid-Cap (VO) - 127,571 shares, 7.50% of the total portfolio. Shares added by 15.75%
3. Schwab U.S. Large-Cap Growth (SCHG) - 100,052 shares, 3.64% of the total portfolio. Shares added by 2.08%
4. Schwab U.S. Large-Cap (SCHX) - 129,637 shares, 3.44% of the total portfolio. Shares added by 18.83%
5. iShares National Muni Bond (MUB) - 76,558 shares, 3.17% of the total portfolio. Shares added by 67.59%

Schneider Downs Wealth Management Advisors, LP initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $34.77. The impact to a portfolio due to this purchase was 0.21%. The holding were 18,530 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in TriState Capital Holdings Inc. The purchase prices were between $8.36 and $18.33, with an estimated average price of $13.5. The stock is now traded at around $14.78. The impact to a portfolio due to this purchase was 0.2%. The holding were 36,050 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in Lululemon Athletica Inc. The purchase prices were between $181.25 and $323.74, with an estimated average price of $254.26. The stock is now traded at around $312.51. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,015 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in Intel Corp. The purchase prices were between $51.88 and $64.34, with an estimated average price of $59.71. The stock is now traded at around $59.03. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,627 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in Mastercard Inc. The purchase prices were between $228.61 and $313.15, with an estimated average price of $281.32. The stock is now traded at around $305.72. The impact to a portfolio due to this purchase was 0.08%. The holding were 725 shares as of .

Schneider Downs Wealth Management Advisors, LP initiated holding in The Home Depot Inc. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $257.80. The impact to a portfolio due to this purchase was 0.08%. The holding were 906 shares as of .

Schneider Downs Wealth Management Advisors, LP added to a holding in iShares National Muni Bond by 67.59%. The purchase prices were between $109.93 and $115.44, with an estimated average price of $113.52. The stock is now traded at around $115.89. The impact to a portfolio due to this purchase was 1.28%. The holding were 76,558 shares as of .

Schneider Downs Wealth Management Advisors, LP added to a holding in Apple Inc by 38.58%. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $390.90. The impact to a portfolio due to this purchase was 0.35%. The holding were 9,577 shares as of .

Schneider Downs Wealth Management Advisors, LP sold out a holding in iShares MSCI EAFE Value. The sale prices were between $33.53 and $43.13, with an estimated average price of $37.73.

Schneider Downs Wealth Management Advisors, LP sold out a holding in iShares Russell 2000 Value. The sale prices were between $74.11 and $108.63, with an estimated average price of $90.5.

Schneider Downs Wealth Management Advisors, LP sold out a holding in iShares Core MSCI EAFE. The sale prices were between $46.85 and $60.01, with an estimated average price of $53.6.

Schneider Downs Wealth Management Advisors, LP sold out a holding in iShares Russell 1000. The sale prices were between $134.82 and $179.11, with an estimated average price of $161.01.

Schneider Downs Wealth Management Advisors, LP sold out a holding in Vanguard High Dividend Yield. The sale prices were between $67.79 and $86.78, with an estimated average price of $77.62.

Schneider Downs Wealth Management Advisors, LP sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $101.08 and $131, with an estimated average price of $120.7.

Schneider Downs Wealth Management Advisors, LP reduced to a holding in SPDR Portfolio Developed World ex-US by 81.04%. The sale prices were between $22.87 and $29.3, with an estimated average price of $26.11. The stock is now traded at around $28.74. The impact to a portfolio due to this sale was -5.88%. Schneider Downs Wealth Management Advisors, LP still held 150,435 shares as of .

Schneider Downs Wealth Management Advisors, LP reduced to a holding in Schwab International Equity by 74.19%. The sale prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $31.01. The impact to a portfolio due to this sale was -2.78%. Schneider Downs Wealth Management Advisors, LP still held 97,966 shares as of .

Schneider Downs Wealth Management Advisors, LP reduced to a holding in iShares Core S&P Small-Cap by 84.54%. The sale prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $70.18. The impact to a portfolio due to this sale was -1.89%. Schneider Downs Wealth Management Advisors, LP still held 16,159 shares as of .

Schneider Downs Wealth Management Advisors, LP reduced to a holding in JPMorgan Diversified Return International Equity by 87.04%. The sale prices were between $41.01 and $52.04, with an estimated average price of $46.87. The stock is now traded at around $51.19. The impact to a portfolio due to this sale was -1.72%. Schneider Downs Wealth Management Advisors, LP still held 15,509 shares as of .

Schneider Downs Wealth Management Advisors, LP reduced to a holding in SPDR S&P 500 by 77.27%. The sale prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $321.85. The impact to a portfolio due to this sale was -0.78%. Schneider Downs Wealth Management Advisors, LP still held 2,334 shares as of .

Schneider Downs Wealth Management Advisors, LP reduced to a holding in Vanguard FTSE Developed Markets by 22.04%. The sale prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $40.44. The impact to a portfolio due to this sale was -0.59%. Schneider Downs Wealth Management Advisors, LP still held 163,138 shares as of .