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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 45.98% of Schneider Downs Wealth Management Advisors's stock portfolio.
Added to shares of these 10 stocks: FHI (+$134M), MMIT (+$9.8M), FEGE, MUB, SPDW, FBND, JPIE, IEMG, VNLA, IJT.
Started 7 new stock positions in AWK, MA, SPGI, BAC, EEM, XME, FEGE.
Reduced shares in these 10 stocks: MMIN (-$6.0M), MSFT (-$6.0M), SCHX, EFA, VEA, , IWF, ETN, SCHG, VTEB.
Sold out of its positions in ANSS, LBRDK, LULU, PTON, CWB.
Schneider Downs Wealth Management Advisors was a net buyer of stock by $133M.
Schneider Downs Wealth Management Advisors has $843M in assets under management (AUM), dropping by 26.00%.
Central Index Key (CIK): 0001665359

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Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 148 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Federated Hermes CL B (FHI)	16.4	$138M	+3229%	2.7M	51.93	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.8	$74M	+2%	1.7M	42.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	8.3	$70M		238k	293.74	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	6.5	$55M	+21%	2.2M	24.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.1	$51M	-2%	1.6M	31.91	View chart
Ishares Core Msci Emkt (IEMG)	4.7	$39M	+3%	598k	65.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.4	$37M	-9%	1.4M	26.34	View chart
Ishares Tr National Mun Etf (MUB)	4.0	$33M	+10%	314k	106.49	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.1	$26M	+3%	533k	49.29	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.6	$22M	+3%	158k	141.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.3	$19M	-7%	41k	468.41	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.0	$17M	+9%	365k	46.41	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$14M	+15%	302k	46.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$13M	-11%	219k	59.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$13M		441k	29.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$13M		21k	612.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$12M		101k	118.83	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	1.3	$11M	+3%	421k	25.39	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$9.8M		33k	297.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$8.5M		293k	29.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$7.6M		11k	666.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$7.6M	-7%	152k	50.07	View chart
Apple (AAPL)	0.9	$7.4M	+6%	29k	254.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$7.3M		75k	96.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$5.7M	-28%	61k	93.37	View chart
Microsoft Corporation (MSFT)	0.7	$5.6M	-51%	11k	517.93	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.6	$5.0M		64k	78.37	View chart
Porch Group (PRCH)	0.5	$4.6M		275k	16.78	View chart
Raymond James Financial (RJF)	0.4	$3.7M		22k	172.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.6M	-3%	5.4k	669.30	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.4	$3.3M	NEW	74k	44.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$3.1M		26k	120.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$3.1M		26k	120.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.8M		122k	23.28	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$2.8M		22k	125.95	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$2.7M		35k	78.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.7M	+3%	13k	208.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.7M	-13%	31k	87.31	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.3	$2.6M	-69%	111k	23.81	View chart
PNC Financial Services (PNC)	0.3	$2.4M		12k	200.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.3M		6.6k	355.47	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$2.3M		3.00	754200.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.2M		11k	206.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$2.2M		58k	38.57	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.2M	+8%	7.0k	315.44	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$2.2M		32k	68.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.2M		6.7k	328.17	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.1M	-21%	62k	33.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.1M	+11%	8.5k	243.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.0M	-3%	8.0k	254.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.9M	+3%	17k	112.75	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$1.9M		20k	93.75	View chart
Amazon (AMZN)	0.2	$1.5M	+21%	6.8k	219.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.5M		22k	65.26	View chart
NVIDIA Corporation (NVDA)	0.2	$1.4M	+51%	7.6k	186.58	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.3M		47k	27.90	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.3M		14k	92.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M		5.3k	243.55	View chart
Cbiz (CBZ)	0.1	$1.2M		23k	52.96	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.1M	+2%	44k	25.31	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.1M		14k	76.40	View chart
Visa Com Cl A (V)	0.1	$1.1M	+21%	3.2k	341.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		12k	91.42	View chart
Oracle Corporation (ORCL)	0.1	$1.0M		3.7k	281.24	View chart
Remitly Global (RELY)	0.1	$1.0M		63k	16.30	View chart
TJX Companies (TJX)	0.1	$1.0M		7.1k	144.54	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.0M		7.7k	129.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.0M		11k	89.77	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.0M		11k	95.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$979k		8.9k	110.58	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$967k		11k	89.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$931k	-2%	1.6k	600.55	View chart
Meta Platforms Cl A (META)	0.1	$919k	+10%	1.3k	734.38	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$917k	+6%	39k	23.56	View chart
Wal-Mart Stores (WMT)	0.1	$775k		7.5k	103.06	View chart
Amgen (AMGN)	0.1	$762k		2.7k	282.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$748k		3.1k	241.96	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$727k		7.9k	91.56	View chart
Costco Wholesale Corporation (COST)	0.1	$715k	+3%	772.00	925.63	View chart
Netflix (NFLX)	0.1	$715k	-2%	596.00	1198.92	View chart
Trimas Corp Com New (TRS)	0.1	$714k		19k	38.64	View chart
Eaton Corp SHS (ETN)	0.1	$679k	-67%	1.8k	374.25	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$678k		1.5k	463.74	View chart
Uber Technologies (UBER)	0.1	$670k	+3%	6.8k	97.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$670k		5.9k	113.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$662k		7.4k	89.34	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$591k		14k	43.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$591k		25k	23.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$583k	+12%	1.2k	502.74	View chart
Farmers Natl Banc Corp (FMNB)	0.1	$534k		37k	14.41	View chart
Rocket Lab Corp (RKLB)	0.1	$527k		11k	47.91	View chart
McDonald's Corporation (MCD)	0.1	$526k	-4%	1.7k	303.89	View chart
Nextera Energy (NEE)	0.1	$515k	+5%	6.8k	75.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$507k		1.8k	281.79	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$505k		15k	32.69	View chart
Johnson & Johnson (JNJ)	0.1	$498k	+14%	2.7k	185.44	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$495k		15k	32.89	View chart
Manulife Finl Corp (MFC)	0.1	$493k		16k	31.15	View chart
Home Depot (HD)	0.1	$481k	+49%	1.2k	405.19	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$470k		4.7k	99.81	View chart
Park-Ohio Holdings (PKOH)	0.1	$460k	+25%	22k	21.24	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$450k	+4%	10k	44.10	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$446k		9.4k	47.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$445k		2.1k	215.79	View chart
International Business Machines (IBM)	0.1	$440k		1.6k	282.16	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$436k		15k	28.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$436k		583.00	747.03	View chart
Raytheon Technologies Corp (RTX)	0.0	$414k		2.5k	167.33	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$407k		7.1k	56.94	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$403k	-13%	1.2k	332.84	View chart
Cisco Systems (CSCO)	0.0	$383k	+4%	5.6k	68.42	View chart
Bank of New York Mellon Corporation (BK)	0.0	$361k		3.3k	108.96	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$337k		4.1k	83.05	View chart
Pepsi (PEP)	0.0	$332k	+17%	2.4k	140.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$325k		1.1k	293.79	View chart
Altria (MO)	0.0	$318k	+3%	4.8k	66.06	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.0	$312k		2.4k	132.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$312k		3.1k	100.25	View chart
D-wave Quantum (QBTS)	0.0	$309k		13k	24.71	View chart
Abbvie (ABBV)	0.0	$302k		1.3k	231.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$298k		2.2k	137.80	View chart
Paccar (PCAR)	0.0	$297k		3.0k	98.32	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$296k		10k	28.94	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$283k		3.4k	83.41	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$282k		3.2k	87.21	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$277k		6.5k	42.37	View chart
Procter & Gamble Company (PG)	0.0	$277k	+19%	1.8k	153.65	View chart
Philip Morris International (PM)	0.0	$275k	+10%	1.7k	162.20	View chart
Abbott Laboratories (ABT)	0.0	$272k	+20%	2.0k	133.94	View chart
S&p Global (SPGI)	0.0	$266k	NEW	546.00	486.71	View chart
NVR (NVR)	0.0	$265k		33.00	8034.67	View chart
Welltower Inc Com reit (WELL)	0.0	$265k		1.5k	178.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$253k		821.00	307.86	View chart
Merck & Co (MRK)	0.0	$249k	+15%	3.0k	83.93	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$233k		3.0k	78.48	View chart
The Baldwin Insurance Grp In Com Cl A (BWIN)	0.0	$231k		8.2k	28.21	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$230k		1.3k	174.58	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.0	$227k		3.6k	63.43	View chart
American Water Works (AWK)	0.0	$218k	NEW	1.6k	139.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$216k	NEW	4.1k	53.40	View chart
Mastercard Incorporated Cl A (MA)	0.0	$216k	NEW	380.00	568.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$215k		1.1k	203.67	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$209k	-69%	654.00	320.04	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.0	$207k	NEW	2.2k	93.19	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$203k	-16%	3.3k	61.93	View chart
Bank of America Corporation (BAC)	0.0	$201k	NEW	3.9k	51.59	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$159k		10k	15.48	View chart
Gold Resource Corporation (GORO)	0.0	$20k		24k	0.84	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 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
Schneider Downs Wealth Management Advisors 2021 Q4 filed Jan. 31, 2022

View all past filings

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