Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 46.09% of Schneider Downs Wealth Management Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$61M), FHI (+$46M), IWF (+$16M), MSFT, JPIE, MUB, XOM, MMIT, FTRB, SCHG.
Started 25 new stock positions in SIRI, CWB, UNP, LOAN, PH, MU, EWD, AMD, RSP, AGG.
Reduced shares in these 10 stocks: IJR, VOO, IWR, IJUL, VTEB, SCHM, VBK, EJUL, Honeywell International, SPGI.
Sold out of its positions in Honeywell International, IGC, EJUL, SPGI.
Schneider Downs Wealth Management Advisors was a net buyer of stock by $157M.
Schneider Downs Wealth Management Advisors has $1.1B in assets under management (AUM), dropping by 17.36%.
Central Index Key (CIK): 0001665359

Tip: Access up to 7 years of quarterly data

Positions held by Schneider Downs Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 177 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Federated Hermes CL B (FHI)	18.4	$196M	+30%	3.6M	55.22	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	8.6	$92M		1.8M	50.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.6	$81M	+308%	1.0M	80.57	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	6.1	$65M	+3%	2.7M	24.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.3	$57M	+2%	1.7M	33.84	View chart
Ishares Core Msci Emkt (IEMG)	5.1	$54M		653k	82.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.0	$42M		1.4M	29.43	View chart
Ishares Tr National Mun Etf (MUB)	3.9	$41M	+6%	383k	107.62	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.1	$33M	+4%	669k	48.87	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.8	$30M	+3%	170k	178.60	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.3	$25M	+12%	533k	46.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$21M	+302%	167k	124.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.6	$17M	+5%	377k	45.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$17M		452k	36.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$16M	+2%	225k	71.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$15M	-3%	22k	686.80	View chart
Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB)	1.4	$15M	+11%	579k	25.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$14M	-3%	97k	148.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$12M	-2%	33k	365.70	View chart
Apple (AAPL)	1.0	$11M	+9%	37k	289.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$9.9M		285k	34.81	View chart
Microsoft Corporation (MSFT)	0.9	$9.5M	+100%	25k	373.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$8.4M		11k	746.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$8.2M	-4%	74k	110.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$7.1M	-4%	141k	50.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$6.4M		61k	103.88	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.6	$5.9M	+11%	120k	48.92	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.5	$5.8M		65k	89.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$5.5M	+23%	7.4k	748.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$4.3M	+34%	18k	242.98	View chart
Porch Group (PRCH)	0.4	$4.1M		274k	15.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$3.8M	+12%	39k	96.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.6M	+8%	10k	357.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.5M		25k	137.53	View chart
Raymond James Financial (RJF)	0.3	$3.3M		22k	152.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.3M		120k	27.70	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$3.2M	-4%	25k	127.81	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.3	$3.1M		22k	142.39	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$3.0M		35k	87.88	View chart
PNC Financial Services (PNC)	0.3	$3.0M	+3%	12k	246.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.9M		8.3k	353.34	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M		8.9k	327.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.8M	+12%	7.6k	370.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.8M	+10%	7.5k	368.38	View chart
New York Life Invts Active E Mack Mu Insd Etf (MMIN)	0.3	$2.8M		114k	24.21	View chart
Amazon (AMZN)	0.2	$2.6M	+9%	11k	238.34	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$2.6M		58k	44.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.5M	+3%	8.4k	303.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.5M		11k	227.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.3M	+766%	17k	136.72	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$2.3M	+7%	23k	98.59	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.2M		3.00	748850.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.2M	-8%	61k	36.26	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$2.1M		48k	42.59	View chart
Eaton Corp SHS (ETN)	0.2	$2.0M	+168%	4.8k	426.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.9M		24k	77.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.7M		47k	36.13	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	+7%	8.3k	200.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.6M	+11%	16k	102.81	View chart
Remitly Global (RELY)	0.1	$1.4M		63k	22.41	View chart
TJX Companies (TJX)	0.1	$1.4M	+3%	9.1k	151.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.2M		11k	117.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M		1.6k	736.55	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.2M		8.1k	147.73	View chart
Rocket Lab Corp (RKLB)	0.1	$1.2M	+5%	12k	101.65	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.2M	+4%	15k	75.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		12k	96.43	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M		9.9k	113.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.1M		11k	106.31	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M		1.2k	935.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M		3.6k	300.45	View chart
Caterpillar (CAT)	0.1	$1.1M		1.0k	1064.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.1M		7.9k	136.69	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.0M		42k	24.99	View chart
Visa Com Cl A (V)	0.1	$1.0M	-4%	3.0k	343.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.0M	+81%	2.1k	500.49	View chart
Broadcom (AVGO)	0.1	$1.0M	+29%	2.7k	377.75	View chart
Meta Platforms Cl A (META)	0.1	$992k		1.8k	563.35	View chart
Amgen (AMGN)	0.1	$952k	+75%	2.6k	362.12	View chart
Johnson & Johnson (JNJ)	0.1	$941k	+7%	3.7k	253.95	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$901k		39k	23.15	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$890k		7.9k	112.09	View chart
Advanced Micro Devices (AMD)	0.1	$850k	NEW	1.5k	580.91	View chart
Trimas Corp Com New (TRS)	0.1	$832k		19k	45.03	View chart
Park-Ohio Holdings (PKOH)	0.1	$827k	NEW	22k	38.45	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$787k	+2%	14k	54.69	View chart
Slide Ins Hldgs (SLDE)	0.1	$783k		40k	19.37	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$758k	-3%	14k	53.11	View chart
Cbiz (CBZ)	0.1	$748k		23k	32.08	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$697k	-5%	1.3k	522.39	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$688k	+11%	346.00	1989.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$681k		5.5k	124.42	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$657k	-2%	14k	45.52	View chart
Manulife Finl Corp (MFC)	0.1	$642k		16k	40.51	View chart
Abbvie (ABBV)	0.1	$630k		2.5k	251.64	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$628k	-4%	3.3k	190.54	View chart
Cisco Systems (CSCO)	0.1	$614k	-6%	5.2k	117.46	View chart
Nextera Energy (NEE)	0.1	$600k		6.8k	87.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$583k		25k	23.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$579k	-7%	3.1k	189.73	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$549k		15k	36.49	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$547k		11k	52.12	View chart
Oracle Corporation (ORCL)	0.1	$545k		3.7k	146.55	View chart
Lam Research Corp Com New (LRCX)	0.1	$539k	NEW	1.2k	433.33	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$527k	+6%	3.6k	144.61	View chart
Micron Technology (MU)	0.0	$522k	NEW	452.00	1154.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$497k	+664%	4.2k	119.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$488k		2.1k	236.62	View chart
Uber Technologies (UBER)	0.0	$482k	-14%	6.7k	72.16	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.0	$478k		15k	31.39	View chart
Tesla Motors (TSLA)	0.0	$474k	NEW	1.1k	420.60	View chart
Pepsi (PEP)	0.0	$472k	+29%	3.5k	135.40	View chart
McDonald's Corporation (MCD)	0.0	$448k	-4%	1.7k	270.31	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$443k		1.2k	365.87	View chart
Netflix (NFLX)	0.0	$443k	+4%	6.2k	71.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$442k	NEW	14k	31.71	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$440k		9.4k	46.87	View chart
Merck & Co (MRK)	0.0	$394k		3.1k	128.50	View chart
International Business Machines (IBM)	0.0	$389k	-5%	1.4k	281.23	View chart
Home Depot (HD)	0.0	$384k		1.1k	352.72	View chart
Coherent Corp (COHR)	0.0	$367k		930.00	394.47	View chart
Procter & Gamble Company (PG)	0.0	$365k	+46%	2.5k	146.64	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.0	$364k		2.4k	154.26	View chart
Paccar (PCAR)	0.0	$362k		3.0k	120.12	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$350k		6.5k	53.47	View chart
Altria (MO)	0.0	$346k		4.8k	71.95	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$343k		3.6k	96.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$340k		2.2k	156.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$339k		1.1k	306.30	View chart
Welltower Inc Com reit (WELL)	0.0	$338k		1.5k	226.97	View chart
Linde SHS (LIN)	0.0	$326k		628.00	518.94	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$322k		3.4k	94.85	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$321k		7.1k	44.85	View chart
Thermo Fisher Scientific (TMO)	0.0	$315k	+17%	628.00	501.15	View chart
Abbott Laboratories (ABT)	0.0	$301k	+9%	3.3k	90.74	View chart
D-wave Quantum (QBTS)	0.0	$300k		13k	23.99	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$293k		6.5k	45.34	View chart
Philip Morris International (PM)	0.0	$289k	-2%	1.6k	180.91	View chart
American Express Company (AXP)	0.0	$289k		853.00	338.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$282k		821.00	343.91	View chart
Chubb (CB)	0.0	$280k		822.00	340.91	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$280k		3.2k	88.17	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$277k		4.1k	68.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$274k	NEW	2.2k	124.76	View chart
Global X Fds Global X Copper (COPX)	0.0	$271k	+6%	3.5k	76.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$266k	NEW	2.7k	98.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$266k		1.3k	197.60	View chart
Flex Ord (FLEX)	0.0	$266k	NEW	1.6k	162.07	View chart
Eli Lilly & Co. (LLY)	0.0	$258k	NEW	215.00	1199.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$258k		654.00	393.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$253k	NEW	3.0k	85.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$250k		1.0k	242.53	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$248k	NEW	3.3k	75.88	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$242k		1.1k	221.20	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$241k		4.7k	51.05	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.0	$233k		2.2k	106.93	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$233k	NEW	7.9k	29.54	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.0	$230k	NEW	3.0k	75.51	View chart
Chevron Corporation (CVX)	0.0	$228k	+3%	1.4k	165.81	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$227k	-59%	6.3k	35.97	View chart
Bank of America Corporation (BAC)	0.0	$227k	NEW	4.0k	56.98	View chart
NVR (NVR)	0.0	$225k		33.00	6813.42	View chart
Manhattan Bridge Capital (LOAN)	0.0	$219k	NEW	48k	4.52	View chart
Charles Schwab Corporation (SCHW)	0.0	$216k		2.3k	92.26	View chart
Coca-Cola Company (KO)	0.0	$216k		2.7k	81.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$212k	NEW	997.00	212.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$210k	NEW	1.3k	164.60	View chart
Ishares Msci Sweden Etf (EWD)	0.0	$210k	NEW	4.2k	49.98	View chart
Applied Materials (AMAT)	0.0	$207k	NEW	286.00	723.00	View chart
Union Pacific Corporation (UNP)	0.0	$207k	NEW	760.00	272.00	View chart
American Water Works (AWK)	0.0	$206k		1.6k	131.58	View chart
Parker-Hannifin Corporation (PH)	0.0	$204k	NEW	209.00	978.12	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$202k	-4%	9.9k	20.49	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$200k	NEW	1.9k	107.82	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$73k	NEW	12k	5.91	View chart
Trilogy Metals (TMQ)	0.0	$72k	NEW	21k	3.51	View chart
Gold Resource Corporation (GORO)	0.0	$30k		24k	1.26	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 2026 Q2 filed Aug. 5, 2026
Schneider Downs Wealth Management Advisors 2026 Q1 filed May 15, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z