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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 46.06% of Schneider Downs Wealth Management Advisors's stock portfolio.
Added to shares of these 10 stocks: MMIT, FHI, JPIE, MUB, FTRB, IEMG, FBND, SPDW, VO, SCHG.
Started 6 new stock positions in KO, IGC, CVX, COPX, IWN, SLDE.
Reduced shares in these 10 stocks: VNLA, FMNB, MSFT, LLY, BAC, , LULU, FV, AVGO, VTEB.
Sold out of its positions in BAC, FMNB, FV, LLY, LULU, MA.
Schneider Downs Wealth Management Advisors was a net buyer of stock by $19M.
Schneider Downs Wealth Management Advisors has $907M in assets under management (AUM), dropping by 2.22%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Federated Hermes CL B (FHI)	17.1	$155M	+2%	2.7M	56.71	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	9.1	$82M		1.8M	45.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.8	$71M		246k	287.18	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	6.9	$62M	+6%	2.6M	24.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.3	$48M		1.6M	29.13	View chart
Ishares Core Msci Emkt (IEMG)	4.9	$45M	+3%	642k	69.75	View chart
Ishares Tr National Mun Etf (MUB)	4.2	$38M	+5%	361k	106.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.0	$37M		1.4M	25.64	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.5	$31M	-9%	643k	48.86	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.6	$24M	+2%	164k	144.71	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.4	$22M	+14%	473k	46.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$18M		41k	426.40	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$16M	+9%	357k	45.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$14M	+2%	460k	30.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$14M		219k	64.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$14M		23k	597.54	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	1.4	$13M	+14%	520k	25.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$13M		101k	124.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$10M		34k	302.25	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$8.9M		291k	30.50	View chart
Apple (AAPL)	0.9	$8.6M		34k	253.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$7.5M		78k	97.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$7.4M		11k	650.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$7.3M		147k	49.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$5.9M		61k	97.13	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.6	$5.2M		66k	78.27	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.6	$5.1M	+17%	108k	47.00	View chart
Microsoft Corporation (MSFT)	0.5	$4.7M	-4%	13k	370.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.9M		5.9k	653.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.2M		35k	90.53	View chart
Raymond James Financial (RJF)	0.3	$3.1M		22k	144.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.0M		120k	24.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.9M	+3%	6.8k	430.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.9M		26k	113.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.9M	+2%	13k	217.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$2.9M		26k	109.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.7M		9.3k	287.56	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.3	$2.7M		113k	23.71	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$2.6M		22k	121.19	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$2.6M		35k	76.54	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.6M		8.9k	294.17	View chart
PNC Financial Services (PNC)	0.3	$2.5M		12k	208.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.4M		8.4k	286.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.3M		11k	211.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.2M		58k	38.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.2M	+8%	67k	32.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.2M	+2%	6.8k	320.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.2M		3.00	718140.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.1M		8.1k	261.92	View chart
Amazon (AMZN)	0.2	$2.1M		9.9k	208.27	View chart
Porch Group (PRCH)	0.2	$2.0M		274k	7.17	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$2.0M		48k	40.47	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$1.8M	+7%	21k	84.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.6M		24k	67.53	View chart
TJX Companies (TJX)	0.2	$1.4M		8.8k	159.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.4M		47k	29.08	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.4M		14k	95.62	View chart
NVIDIA Corporation (NVDA)	0.1	$1.3M		7.7k	174.40	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.3M	+2%	15k	91.77	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		10k	124.28	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.2k	996.43	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.1M	+3%	8.1k	132.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.1M		11k	100.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M		12k	88.70	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.0M	-3%	41k	25.06	View chart
Meta Platforms Cl A (META)	0.1	$1.0M	+35%	1.8k	572.18	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$987k		11k	93.74	View chart
Remitly Global (RELY)	0.1	$985k		63k	15.67	View chart
Visa Com Cl A (V)	0.1	$959k		3.2k	302.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$936k		1.6k	577.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$929k		7.8k	118.44	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$908k		15k	61.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$903k		3.6k	248.00	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$886k		38k	23.14	View chart
Johnson & Johnson (JNJ)	0.1	$840k		3.4k	244.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$779k	+18%	15k	52.76	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$762k		7.9k	95.96	View chart
Slide Ins Hldgs (SLDE)	0.1	$728k	NEW	40k	18.00	View chart
Caterpillar (CAT)	0.1	$719k		1.0k	708.46	View chart
Rocket Lab Corp (RKLB)	0.1	$708k		11k	64.22	View chart
Trimas Corp Com New (TRS)	0.1	$664k		19k	35.94	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$657k		1.4k	463.19	View chart
Broadcom (AVGO)	0.1	$651k	-19%	2.1k	309.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$637k	+5%	3.3k	192.90	View chart
Eaton Corp SHS (ETN)	0.1	$637k		1.8k	357.67	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$636k	+2%	14k	45.47	View chart
Nextera Energy (NEE)	0.1	$635k		6.8k	92.87	View chart
Cbiz (CBZ)	0.1	$623k		23k	26.85	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$609k	-8%	5.5k	111.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$585k		25k	23.22	View chart
Netflix (NFLX)	0.1	$573k		6.0k	96.15	View chart
Uber Technologies (UBER)	0.1	$564k	+14%	7.8k	71.93	View chart
Manulife Finl Corp (MFC)	0.1	$546k		16k	34.44	View chart
Abbvie (ABBV)	0.1	$545k		2.5k	217.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$544k		1.1k	479.38	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$544k		15k	36.12	View chart
Oracle Corporation (ORCL)	0.1	$542k		3.7k	147.11	View chart
McDonald's Corporation (MCD)	0.1	$538k		1.7k	310.79	View chart
Amgen (AMGN)	0.1	$528k		1.5k	351.85	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$521k		15k	33.75	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$472k	+2%	11k	45.06	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$470k		15k	30.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$458k		3.4k	132.91	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$445k		6.5k	68.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$443k		2.1k	215.06	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$440k		9.4k	46.83	View chart
Cisco Systems (CSCO)	0.0	$435k		5.6k	77.59	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$429k		2.4k	181.83	View chart
Pepsi (PEP)	0.0	$419k		2.7k	155.29	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$410k		310.00	1320.83	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$408k		3.4k	118.63	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$385k		1.2k	318.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$379k	-6%	544.00	697.36	View chart
Merck & Co (MRK)	0.0	$365k		3.0k	120.29	View chart
Home Depot (HD)	0.0	$358k		1.1k	328.93	View chart
International Business Machines (IBM)	0.0	$353k		1.5k	242.39	View chart
Paccar (PCAR)	0.0	$348k		3.0k	115.50	View chart
Exxon Mobil Corporation (XOM)	0.0	$332k		2.0k	169.66	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$318k		7.1k	44.45	View chart
Altria (MO)	0.0	$317k		4.8k	65.99	View chart
Abbott Laboratories (ABT)	0.0	$311k		3.0k	102.67	View chart
Linde SHS (LIN)	0.0	$309k		623.00	495.76	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$306k		10k	29.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$300k		2.2k	138.32	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$297k		6.5k	45.89	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$296k		3.6k	83.43	View chart
Welltower Inc Com reit (WELL)	0.0	$294k		1.5k	197.71	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$289k		3.4k	85.15	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$284k		1.1k	257.35	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$278k		4.7k	59.03	View chart
Chevron Corporation (CVX)	0.0	$274k	NEW	1.3k	206.90	View chart
Philip Morris International (PM)	0.0	$271k	+3%	1.6k	165.34	View chart
Chubb (CB)	0.0	$268k		822.00	325.93	View chart
Thermo Fisher Scientific (TMO)	0.0	$263k		536.00	491.23	View chart
American Express Company (AXP)	0.0	$257k	-6%	850.00	302.48	View chart
Honeywell International	0.0	$254k		1.1k	226.03	View chart
Global X Fds Global X Copper (COPX)	0.0	$252k	NEW	3.3k	76.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$248k		1.3k	184.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$245k		821.00	298.85	View chart
Procter & Gamble Company (PG)	0.0	$245k	-5%	1.7k	144.44	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$242k	+6%	3.2k	76.30	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$240k		2.2k	108.01	View chart
S&p Global (SPGI)	0.0	$231k		544.00	425.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$230k		4.1k	56.79	View chart
Coherent Corp (COHR)	0.0	$222k	-30%	930.00	238.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$221k		1.0k	213.76	View chart
NVR (NVR)	0.0	$218k		33.00	6589.85	View chart
Charles Schwab Corporation (SCHW)	0.0	$216k		2.3k	93.97	View chart
American Water Works (AWK)	0.0	$213k		1.6k	136.09	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$207k	NEW	1.1k	189.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$205k		654.00	313.81	View chart
Coca-Cola Company (KO)	0.0	$201k	NEW	2.6k	76.05	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$188k		10k	18.29	View chart
D-wave Quantum (QBTS)	0.0	$180k		13k	14.43	View chart
Gold Resource Corporation (GORO)	0.0	$29k		24k	1.20	View chart
Igc Pharma Com New (IGC)	0.0	$2.6k	NEW	10k	0.26	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 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
Schneider Downs Wealth Management Advisors 2022 Q2 filed July 13, 2022

View all past filings

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