Schneider Downs Wealth Management Advisors, LP Buys Emclaire Financial Corp, iShares Core MSCI Emerging Markets ETF, Prologis Inc, Sells Federated Hermes Inc, Schwab Emerging Markets Equity ETF, PPG Industries Inc

Investment company Schneider Downs Wealth Management Advisors, LP (Current Portfolio) buys Emclaire Financial Corp, iShares Core MSCI Emerging Markets ETF, Prologis Inc, Capital One Financial Corp, SPDR S&P 400 Mid Cap Value ETF, sells Federated Hermes Inc, Schwab Emerging Markets Equity ETF, PPG Industries Inc, Vanguard Short-Term Bond ETF, Altria Group Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Schneider Downs Wealth Management Advisors, LP. As of 2021Q2, Schneider Downs Wealth Management Advisors, LP owns 135 stocks with a total value of $368 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) - 3,440,227 shares, 31.69% of the total portfolio. Shares reduced by 31.12%
  2. Vanguard Mid-Cap ETF (VO) - 131,056 shares, 8.45% of the total portfolio. Shares reduced by 0.42%
  3. Janus Henderson Short Duration Income ETF (VNLA) - 448,259 shares, 6.12% of the total portfolio. Shares reduced by 14.22%
  4. iShares National Muni Bond ETF (MUB) - 186,310 shares, 5.93% of the total portfolio. Shares reduced by 4.16%
  5. Schwab U.S. Large-Cap Growth ETF (SCHG) - 141,310 shares, 5.60% of the total portfolio. Shares added by 2.29%
New Purchase: Emclaire Financial Corp (EMCF)

Schneider Downs Wealth Management Advisors, LP initiated holding in Emclaire Financial Corp. The purchase prices were between $26.5 and $30.55, with an estimated average price of $28.11. The stock is now traded at around $27.750000. The impact to a portfolio due to this purchase was 0.78%. The holding were 99,231 shares as of 2021-06-30.

New Purchase: Prologis Inc (PLD)

Schneider Downs Wealth Management Advisors, LP initiated holding in Prologis Inc. The purchase prices were between $106 and $126.28, with an estimated average price of $116.62. The stock is now traded at around $127.995000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,339 shares as of 2021-06-30.

New Purchase: Capital One Financial Corp (COF)

Schneider Downs Wealth Management Advisors, LP initiated holding in Capital One Financial Corp. The purchase prices were between $127.23 and $166.29, with an estimated average price of $150.34. The stock is now traded at around $157.895000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,603 shares as of 2021-06-30.

New Purchase: SPDR S&P 400 Mid Cap Value ETF (MDYV)

Schneider Downs Wealth Management Advisors, LP initiated holding in SPDR S&P 400 Mid Cap Value ETF. The purchase prices were between $65.12 and $70.42, with an estimated average price of $68.27. The stock is now traded at around $65.920000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,856 shares as of 2021-06-30.

New Purchase: Eli Lilly and Co (LLY)

Schneider Downs Wealth Management Advisors, LP initiated holding in Eli Lilly and Co. The purchase prices were between $180.55 and $233.54, with an estimated average price of $200.4. The stock is now traded at around $235.500000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,004 shares as of 2021-06-30.

New Purchase: Exxon Mobil Corp (XOM)

Schneider Downs Wealth Management Advisors, LP initiated holding in Exxon Mobil Corp. The purchase prices were between $55.27 and $64.66, with an estimated average price of $59.59. The stock is now traded at around $56.287800. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,283 shares as of 2021-06-30.

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Schneider Downs Wealth Management Advisors, LP added to a holding in iShares Core MSCI Emerging Markets ETF by 98.10%. The purchase prices were between $62.73 and $67.66, with an estimated average price of $65.51. The stock is now traded at around $64.350000. The impact to a portfolio due to this purchase was 0.62%. The holding were 68,767 shares as of 2021-06-30.

Added: American Express Co (AXP)

Schneider Downs Wealth Management Advisors, LP added to a holding in American Express Co by 22.23%. The purchase prices were between $141.44 and $169.45, with an estimated average price of $156.26. The stock is now traded at around $168.140000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,326 shares as of 2021-06-30.

Sold Out: PPG Industries Inc (PPG)

Schneider Downs Wealth Management Advisors, LP sold out a holding in PPG Industries Inc. The sale prices were between $147.97 and $182.33, with an estimated average price of $171.01.

Sold Out: Vanguard Short-Term Bond ETF (BSV)

Schneider Downs Wealth Management Advisors, LP sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $81.84 and $82.35, with an estimated average price of $82.1.

Sold Out: Altria Group Inc (MO)

Schneider Downs Wealth Management Advisors, LP sold out a holding in Altria Group Inc. The sale prices were between $46.31 and $52.31, with an estimated average price of $49.19.

Sold Out: Ecolab Inc (ECL)

Schneider Downs Wealth Management Advisors, LP sold out a holding in Ecolab Inc. The sale prices were between $205.01 and $228.99, with an estimated average price of $217.25.

Sold Out: Teleflex Inc (TFX)

Schneider Downs Wealth Management Advisors, LP sold out a holding in Teleflex Inc. The sale prices were between $385.96 and $443.85, with an estimated average price of $409.82.



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