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Schneider Downs Wealth Management Advisors

Latest statistics and disclosures from Schneider Downs Wealth Management Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FHI, SPDW, VO, MMIT, SCHG, and represent 45.02% of Schneider Downs Wealth Management Advisors's stock portfolio.
Added to shares of these 10 stocks: VNLA (+$8.6M), MMIT, MUB, SPDW, JPIE, IEMG, AAPL, VO, MSFT, VOO.
Started 12 new stock positions in LLY, CAT, SCHW, TMO, ASML, HON, CB, COHR, LIN, LULU. AVGO, AXP.
Reduced shares in these 10 stocks: XOM, PKOH, AMGN, AGG, BWIN, ISCB, SPY, IJS, VTEB, IWF.
Sold out of its positions in BWIN, AGG, ISCB, PKOH.
Schneider Downs Wealth Management Advisors was a net buyer of stock by $39M.
Schneider Downs Wealth Management Advisors has $887M in assets under management (AUM), dropping by 5.27%.
Central Index Key (CIK): 0001665359

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Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 156 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Federated Hermes CL B (FHI)	15.6	$139M		2.7M	52.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.9	$79M	+2%	1.8M	44.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.9	$70M		243k	290.22	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	6.7	$59M	+8%	2.4M	24.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.9	$53M		1.6M	32.62	View chart
Ishares Core Msci Emkt (IEMG)	4.7	$42M	+3%	620k	67.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.3	$38M		1.4M	26.91	View chart
Ishares Tr National Mun Etf (MUB)	4.1	$37M	+8%	341k	107.11	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.9	$35M	+32%	709k	49.14	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.5	$23M		160k	141.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$20M		41k	473.30	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.1	$19M	+12%	412k	46.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$15M	+8%	326k	46.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$14M	+9%	23k	627.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$14M		219k	62.47	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.5	$14M		449k	30.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$12M		102k	120.18	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	1.3	$12M	+8%	455k	25.39	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$10M		33k	302.11	View chart
Apple (AAPL)	1.0	$9.2M	+17%	34k	271.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$8.7M		292k	29.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$7.7M		11k	681.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$7.6M	+4%	79k	96.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$7.6M		150k	50.29	View chart
Microsoft Corporation (MSFT)	0.7	$6.4M	+23%	13k	483.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$5.9M		61k	96.03	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.6	$5.3M	+2%	66k	79.85	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.5	$4.2M	+23%	91k	46.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.0M	+9%	5.9k	684.95	View chart
Raymond James Financial (RJF)	0.4	$3.5M		22k	160.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$3.2M		26k	121.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$3.2M		26k	123.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$3.1M	+14%	35k	89.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.9M	+10%	9.3k	313.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.9M		121k	24.04	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M	+28%	9.0k	322.20	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$2.8M		22k	128.83	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$2.8M		35k	80.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.7M		13k	211.79	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.3	$2.7M		111k	23.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.6M	+56%	8.3k	313.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.6M		6.6k	396.31	View chart
Porch Group (PRCH)	0.3	$2.5M		275k	9.13	View chart
PNC Financial Services (PNC)	0.3	$2.5M		12k	208.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.3M		11k	212.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$2.3M		58k	39.59	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$2.3M		3.00	754800.00	View chart
Amazon (AMZN)	0.3	$2.2M	+43%	9.7k	230.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.2M		6.7k	335.27	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$2.2M	+49%	48k	45.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.1M	+2%	8.1k	257.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.0M		62k	32.75	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$1.8M		20k	92.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.6M	+6%	24k	66.00	View chart
NVIDIA Corporation (NVDA)	0.2	$1.4M		7.6k	186.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.3M		47k	28.48	View chart
TJX Companies (TJX)	0.2	$1.3M	+24%	8.8k	153.61	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.3M		14k	95.09	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.2M		14k	85.77	View chart
Cbiz (CBZ)	0.1	$1.2M		23k	50.45	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	+33%	10k	111.41	View chart
Visa Com Cl A (V)	0.1	$1.1M		3.2k	350.70	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.1M	-2%	43k	25.24	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.0M		7.8k	131.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M		12k	88.49	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.0M		11k	96.88	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M	+51%	1.2k	862.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.0M	+4%	1.6k	614.27	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$977k	-2%	11k	92.30	View chart
Broadcom (AVGO)	0.1	$900k	NEW	2.6k	346.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$897k	+17%	3.6k	246.16	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$891k	-11%	7.8k	113.72	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$883k	-2%	38k	23.38	View chart
Remitly Global (RELY)	0.1	$867k		63k	13.80	View chart
Meta Platforms Cl A (META)	0.1	$855k	+3%	1.3k	660.25	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$850k	+11%	12k	68.36	View chart
Rocket Lab Corp (RKLB)	0.1	$769k		11k	69.76	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$734k		7.9k	92.43	View chart
Oracle Corporation (ORCL)	0.1	$720k		3.7k	194.88	View chart
Johnson & Johnson (JNJ)	0.1	$712k	+28%	3.4k	206.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$682k	-2%	1.4k	480.57	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$680k		6.0k	113.92	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$662k	+100%	15k	44.71	View chart
Trimas Corp Com New (TRS)	0.1	$655k		19k	35.45	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$602k		14k	44.17	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$589k		25k	23.37	View chart
Caterpillar (CAT)	0.1	$582k	NEW	1.0k	572.87	View chart
Eaton Corp SHS (ETN)	0.1	$578k		1.8k	318.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$576k	+27%	3.1k	183.40	View chart
Manulife Finl Corp (MFC)	0.1	$575k		16k	36.28	View chart
Abbvie (ABBV)	0.1	$574k	+92%	2.5k	228.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$571k	-2%	1.1k	502.84	View chart
Netflix (NFLX)	0.1	$560k	+902%	6.0k	93.76	View chart
Uber Technologies (UBER)	0.1	$559k		6.8k	81.71	View chart
Nextera Energy (NEE)	0.1	$549k		6.8k	80.28	View chart
McDonald's Corporation (MCD)	0.1	$529k		1.7k	305.69	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$523k		15k	34.74	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$517k		15k	33.51	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$496k	+91%	3.4k	143.96	View chart
Farmers Natl Banc Corp (FMNB)	0.1	$494k		37k	13.32	View chart
Amgen (AMGN)	0.1	$491k	-44%	1.5k	327.31	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$455k		10k	44.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$453k		2.1k	219.78	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$445k		9.4k	47.42	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.0	$436k		15k	28.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$436k		579.00	753.15	View chart
Cisco Systems (CSCO)	0.0	$432k		5.6k	77.03	View chart
International Business Machines (IBM)	0.0	$432k	-6%	1.5k	296.21	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$421k		6.5k	64.42	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$415k		1.2k	342.97	View chart
Bank of New York Mellon Corporation (BK)	0.0	$400k	+3%	3.4k	116.08	View chart
Pepsi (PEP)	0.0	$388k	+14%	2.7k	143.51	View chart
Abbott Laboratories (ABT)	0.0	$380k	+49%	3.0k	125.30	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$375k		7.1k	52.39	View chart
Home Depot (HD)	0.0	$374k	-8%	1.1k	344.10	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$359k		4.7k	76.23	View chart
American Express Company (AXP)	0.0	$336k	NEW	909.00	369.95	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$332k	NEW	310.00	1069.86	View chart
Paccar (PCAR)	0.0	$330k		3.0k	109.51	View chart
D-wave Quantum (QBTS)	0.0	$327k		13k	26.15	View chart
Merck & Co (MRK)	0.0	$320k	+2%	3.0k	105.25	View chart
Thermo Fisher Scientific (TMO)	0.0	$312k	NEW	538.00	579.04	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$309k		1.1k	279.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$305k		2.2k	141.06	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$303k		10k	29.65	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$298k		2.4k	126.26	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$294k	-12%	3.6k	82.73	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$287k		3.4k	84.65	View chart
S&p Global (SPGI)	0.0	$285k		546.00	522.59	View chart
Altria (MO)	0.0	$278k		4.8k	57.66	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$276k	+100%	6.5k	42.69	View chart
Welltower Inc Com reit (WELL)	0.0	$276k		1.5k	185.61	View chart
Linde SHS (LIN)	0.0	$266k	NEW	623.00	426.39	View chart
Procter & Gamble Company (PG)	0.0	$259k		1.8k	143.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$259k		821.00	314.80	View chart
Chubb (CB)	0.0	$256k	NEW	822.00	311.95	View chart
Philip Morris International (PM)	0.0	$253k	-6%	1.6k	160.40	View chart
Coherent Corp (COHR)	0.0	$246k	NEW	1.3k	184.55	View chart
NVR (NVR)	0.0	$241k		33.00	7292.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$239k	+2%	1.3k	177.37	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$239k		3.0k	80.22	View chart
Exxon Mobil Corporation (XOM)	0.0	$234k	-88%	1.9k	120.33	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$230k		2.2k	103.61	View chart
Charles Schwab Corporation (SCHW)	0.0	$230k	NEW	2.3k	99.90	View chart
Eli Lilly & Co. (LLY)	0.0	$223k	NEW	207.00	1076.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$222k		4.1k	54.71	View chart
Bank of America Corporation (BAC)	0.0	$221k	+3%	4.0k	55.00	View chart
Honeywell International (HON)	0.0	$220k	NEW	1.1k	195.09	View chart
Mastercard Incorporated Cl A (MA)	0.0	$218k		382.00	571.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$217k	-2%	1.0k	210.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$211k		654.00	323.01	View chart
Lululemon Athletica (LULU)	0.0	$211k	NEW	1.0k	207.81	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$206k		3.3k	62.92	View chart
American Water Works (AWK)	0.0	$205k		1.6k	130.50	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$169k		10k	16.43	View chart
Gold Resource Corporation (GORO)	0.0	$20k		24k	0.83	View chart

Past Filings by Schneider Downs Wealth Management Advisors

SEC 13F filings are viewable for Schneider Downs Wealth Management Advisors going back to 2015

Schneider Downs Wealth Management Advisors 2025 Q4 filed Feb. 12, 2026
Schneider Downs Wealth Management Advisors 2025 Q3 filed Nov. 17, 2025
Schneider Downs Wealth Management Advisors 2025 Q2 filed July 31, 2025
Schneider Downs Wealth Management Advisors 2025 Q1 filed May 13, 2025
Schneider Downs Wealth Management Advisors 2024 Q4 filed Feb. 5, 2025
Schneider Downs Wealth Management Advisors 2024 Q3 filed Nov. 6, 2024
Schneider Downs Wealth Management Advisors 2024 Q2 filed Aug. 7, 2024
Schneider Downs Wealth Management Advisors 2024 Q1 filed May 8, 2024
Schneider Downs Wealth Management Advisors 2023 Q4 filed Feb. 9, 2024
Schneider Downs Wealth Management Advisors 2023 Q3 filed Nov. 6, 2023
Schneider Downs Wealth Management Advisors 2023 Q2 filed July 31, 2023
Schneider Downs Wealth Management Advisors 2023 Q1 filed May 4, 2023
Schneider Downs Wealth Management Advisors 2022 Q4 filed Feb. 1, 2023
Schneider Downs Wealth Management Advisors 2022 Q3 filed Oct. 26, 2022
Schneider Downs Wealth Management Advisors 2022 Q2 filed July 13, 2022
Schneider Downs Wealth Management Advisors 2022 Q1 filed May 2, 2022

View all past filings

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