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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

Investment company Schneider Downs Wealth Management Advisors, LP (Current Portfolio) buys iShares National Muni Bond, Apple Inc, iShares MSCI EM ESG Select ETF, TriState Capital Holdings Inc, Lululemon Athletica Inc, sells SPDR Portfolio Developed World ex-US, Schwab International Equity, iShares Core S&P Small-Cap, JPMorgan Diversified Return International Equity, SPDR S&P 500 during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Schneider Downs Wealth Management Advisors, LP. As of 2020Q2, Schneider Downs Wealth Management Advisors, LP owns 85 stocks with a total value of $279 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Schneider Downs Wealth Management Advisors, LP
  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%
New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

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 .

New Purchase: TriState Capital Holdings Inc (TSC)

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 .

New Purchase: Lululemon Athletica Inc (LULU)

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 .

New Purchase: Intel Corp (INTC)

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 .

New Purchase: Mastercard Inc (MA)

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 .

New Purchase: The Home Depot Inc (HD)

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 .

Added: iShares National Muni Bond (MUB)

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 .

Added: Apple Inc (AAPL)

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 .

Sold Out: iShares MSCI EAFE Value (EFV)

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.

Sold Out: iShares Russell 2000 Value (IWN)

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.

Sold Out: iShares Core MSCI EAFE (IEFA)

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.

Sold Out: iShares Russell 1000 (IWB)

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.

Sold Out: Vanguard High Dividend Yield (VYM)

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.

Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)

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.

Reduced: SPDR Portfolio Developed World ex-US (SPDW)

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 .

Reduced: Schwab International Equity (SCHF)

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 .

Reduced: iShares Core S&P Small-Cap (IJR)

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 .

Reduced: JPMorgan Diversified Return International Equity (JPIN)

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 .

Reduced: SPDR S&P 500 (SPY)

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 .

Reduced: Vanguard FTSE Developed Markets (VEA)

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 .



Here is the complete portfolio of Schneider Downs Wealth Management Advisors, LP. Also check out:

1. Schneider Downs Wealth Management Advisors, LP's Undervalued Stocks
2. Schneider Downs Wealth Management Advisors, LP's Top Growth Companies, and
3. Schneider Downs Wealth Management Advisors, LP's High Yield stocks
4. Stocks that Schneider Downs Wealth Management Advisors, LP keeps buying

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