Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of March 31, 2025

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 141 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 10.8 $60M 231k 258.62
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.4 $57M 1.6M 36.41
New York Life Invts Active E Nyli Mackay Mun (MMIT) 7.6 $42M 1.8M 23.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.2 $40M 1.6M 25.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.0 $33M 1.5M 22.08
Ishares Tr National Mun Etf (MUB) 5.7 $31M 297k 105.44
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 4.6 $25M 515k 49.15
Ishares Tr S&P SML 600 GWT (IJT) 4.2 $23M 187k 124.50
Ishares Tr Rus 1000 Grw Etf (IWF) 2.8 $15M 43k 361.09
Ishares Core Msci Emkt (IEMG) 2.2 $12M 220k 53.97
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 2.1 $12M 459k 25.05
J P Morgan Exchange Traded F Income Etf (JPIE) 2.0 $11M 237k 46.07
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $10M 99k 104.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $10M 20k 513.91
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.6 $9.0M 197k 45.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $8.7M 171k 50.83
Microsoft Corporation (MSFT) 1.6 $8.6M 23k 375.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $8.6M 326k 26.20
Ishares Tr Msci Eafe Etf (EFA) 1.3 $7.0M 85k 81.73
New York Life Invts Active E Nyli Mackay Muni (MMIN) 1.2 $6.5M 274k 23.63
Apple (AAPL) 1.2 $6.4M 29k 222.13
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $6.4M 75k 85.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $5.1M 191k 26.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $5.0M 100k 49.62
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.8 $4.2M 62k 67.42
Federated Hermes CL B (FHI) 0.7 $3.6M 90k 40.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.2M 5.8k 559.39
Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.2M 5.7k 561.92
Raymond James Financial (RJF) 0.5 $3.0M 22k 138.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.4M 124k 19.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $2.4M 3.00 798441.67
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $2.2M 22k 102.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $2.2M 34k 65.76
Porch Group (PRCH) 0.4 $2.1M 283k 7.29
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.0M 6.9k 288.14
PNC Financial Services (PNC) 0.4 $1.9M 11k 175.77
Exxon Mobil Corporation (XOM) 0.3 $1.9M 16k 118.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.8M 6.7k 274.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.8M 20k 92.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.8M 65k 27.57
Cbiz (CBZ) 0.3 $1.8M 24k 75.86
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $1.7M 32k 52.41
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 6.7k 245.31
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.6M 21k 73.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.5M 26k 58.35
Eaton Corp SHS (ETN) 0.3 $1.5M 5.6k 271.83
Ansys (ANSS) 0.3 $1.5M 4.7k 316.56
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 19k 75.65
Remitly Global (RELY) 0.3 $1.4M 67k 20.80
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.3M 8.5k 154.63
Amazon (AMZN) 0.2 $1.2M 6.3k 190.26
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.2M 6.1k 190.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.2M 49k 23.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M 12k 90.54
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $1.1M 43k 24.99
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $999k 12k 81.69
Visa Com Cl A (V) 0.2 $963k 2.7k 350.46
Invesco Actively Managed Exc Total Return (GTO) 0.2 $897k 19k 46.93
Amgen (AMGN) 0.2 $852k 2.7k 311.55
Alphabet Cap Stk Cl C (GOOG) 0.2 $842k 5.4k 156.23
NVIDIA Corporation (NVDA) 0.2 $839k 7.7k 108.38
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $829k 8.9k 92.79
Costco Wholesale Corporation (COST) 0.1 $753k 796.00 945.78
Meta Platforms Cl A (META) 0.1 $748k 1.3k 576.36
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $729k 11k 65.17
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $689k 30k 23.06
Wal-Mart Stores (WMT) 0.1 $680k 7.7k 87.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $662k 1.4k 468.92
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $655k 14k 45.97
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $631k 7.9k 79.46
Netflix (NFLX) 0.1 $622k 667.00 932.53
Ishares Esg Awr Msci Em (ESGE) 0.1 $619k 18k 34.95
Ishares Tr Russell 2000 Etf (IWM) 0.1 $617k 3.1k 199.49
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $614k 1.5k 419.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $608k 1.1k 532.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $604k 26k 23.16
McDonald's Corporation (MCD) 0.1 $593k 1.9k 312.37
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $588k 5.9k 100.00
Howmet Aerospace (HWM) 0.1 $565k 4.4k 129.73
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $550k 14k 38.34
Ishares Tr U.s. Energy Etf (IYE) 0.1 $540k 11k 49.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $526k 2.1k 251.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $521k 2.0k 255.53
Kkr & Co (KKR) 0.1 $520k 4.5k 115.61
Oracle Corporation (ORCL) 0.1 $515k 3.7k 139.81
Vanguard Index Fds Small Cp Etf (VB) 0.1 $511k 2.3k 221.75
Manulife Finl Corp (MFC) 0.1 $496k 16k 31.15
Farmers Natl Banc Corp (FMNB) 0.1 $484k 37k 13.05
Uber Technologies (UBER) 0.1 $472k 6.5k 72.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $462k 4.7k 97.48
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $458k 3.8k 119.73
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $452k 5.4k 83.28
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $449k 15k 29.79
Johnson & Johnson (JNJ) 0.1 $436k 2.6k 165.82
Trimas Corp Com New (TRS) 0.1 $433k 19k 23.43
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.1 $429k 15k 28.16
International Business Machines (IBM) 0.1 $401k 1.6k 248.66
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $400k 2.1k 193.99
Ishares Tr S&p 100 Etf (OEF) 0.1 $379k 1.4k 270.83
Park-Ohio Holdings (PKOH) 0.1 $374k 17k 21.60
Select Sector Spdr Tr Technology (XLK) 0.1 $371k 1.8k 206.47
Cheniere Energy Com New (LNG) 0.1 $368k 1.6k 231.40
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.1 $367k 8.2k 44.69
Cisco Systems (CSCO) 0.1 $351k 5.7k 61.71
Raytheon Technologies Corp (RTX) 0.1 $349k 2.6k 132.46
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $346k 7.1k 48.45
Pepsi (PEP) 0.1 $337k 2.2k 149.96
Vanguard World Inf Tech Etf (VGT) 0.1 $316k 583.00 542.26
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $311k 3.1k 98.91
Home Depot (HD) 0.1 $306k 834.00 366.49
Abbvie (ABBV) 0.1 $299k 1.4k 209.52
Nextera Energy (NEE) 0.1 $297k 4.2k 70.89
United States Steel Corporation 0.1 $294k 7.0k 42.26
Paccar (PCAR) 0.1 $294k 3.0k 97.37
Lululemon Athletica (LULU) 0.1 $288k 1.0k 283.06
Bank of New York Mellon Corporation (BK) 0.1 $283k 3.4k 83.87
Procter & Gamble Company (PG) 0.1 $281k 1.7k 170.41
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $277k 3.4k 82.54
At&t (T) 0.0 $273k 9.6k 28.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $270k 1.1k 244.64
Merck & Co (MRK) 0.0 $269k 3.0k 89.76
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $262k 3.4k 77.05
Select Sector Spdr Tr Energy (XLE) 0.0 $256k 2.7k 93.46
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $255k 3.2k 78.85
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $251k 2.2k 115.95
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $246k 3.2k 76.62
Welltower Inc Com reit (WELL) 0.0 $239k 1.6k 153.21
NVR (NVR) 0.0 $239k 33.00 7244.39
Corning Incorporated (GLW) 0.0 $235k 5.1k 45.78
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $230k 2.7k 85.05
Abbott Laboratories (ABT) 0.0 $227k 1.7k 132.65
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $215k 3.9k 54.86
TJX Companies (TJX) 0.0 $214k 1.8k 121.80
Mastercard Incorporated Cl A (MA) 0.0 $212k 387.00 548.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $211k 1.3k 160.54
Vanguard Index Fds Large Cap Etf (VV) 0.0 $211k 821.00 257.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $210k 1.1k 186.21
Rocket Lab Usa 0.0 $197k 11k 17.88
D-wave Quantum (QBTS) 0.0 $95k 13k 7.60
Peloton Interactive Cl A Com (PTON) 0.0 $63k 10k 6.32
Gold Resource Corporation (GORO) 0.0 $12k 24k 0.51