Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of June 30, 2025

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 146 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.2 $68M 1.7M 40.49
Vanguard Index Fds Mid Cap Etf (VO) 10.0 $67M 240k 279.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.2 $48M 1.6M 29.21
New York Life Invts Active E Nyli Mackay Mun (MMIT) 6.6 $44M 1.8M 23.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.7 $38M 1.6M 24.44
Ishares Core Msci Emkt (IEMG) 5.2 $35M 579k 60.03
Ishares Tr National Mun Etf (MUB) 4.4 $30M 284k 104.48
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.8 $25M 513k 49.20
Ishares Tr S&P SML 600 GWT (IJT) 3.0 $20M 152k 133.04
Ishares Tr Rus 1000 Grw Etf (IWF) 2.8 $19M 45k 424.58
J P Morgan Exchange Traded F Income Etf (JPIE) 2.3 $15M 332k 46.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $14M 248k 57.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $13M 446k 28.05
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.8 $12M 261k 45.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $12M 21k 568.04
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $11M 102k 109.29
Microsoft Corporation (MSFT) 1.7 $11M 22k 497.41
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 1.5 $10M 408k 25.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $9.0M 33k 276.94
New York Life Invts Active E Nyli Mackay Muni (MMIN) 1.3 $8.5M 365k 23.31
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $8.2M 296k 27.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $8.1M 165k 49.03
Ishares Tr Msci Eafe Etf (EFA) 1.1 $7.6M 85k 89.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $7.1M 12k 617.86
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $6.9M 75k 91.97
Apple (AAPL) 0.8 $5.6M 27k 205.17
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.7 $4.8M 65k 73.35
Federated Hermes CL B (FHI) 0.5 $3.5M 80k 44.32
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.4M 5.6k 620.92
Raymond James Financial (RJF) 0.5 $3.3M 22k 153.37
Porch Group (PRCH) 0.5 $3.3M 277k 11.79
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.9M 35k 83.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $2.9M 26k 110.10
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $2.9M 26k 109.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.7M 124k 22.10
Spdr Series Trust Portfolio S&p500 (SPLG) 0.4 $2.6M 35k 72.69
Ishares Tr Esg Msci Kld 400 (DSI) 0.4 $2.5M 22k 116.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.4M 12k 195.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $2.4M 79k 30.14
PNC Financial Services (PNC) 0.3 $2.2M 12k 186.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $2.2M 3.00 728800.00
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.1M 11k 195.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $2.1M 58k 35.84
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.0M 6.6k 304.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.0M 6.7k 303.93
Eaton Corp SHS (ETN) 0.3 $2.0M 5.6k 356.99
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $2.0M 32k 61.85
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.0M 8.2k 236.98
JPMorgan Chase & Co. (JPM) 0.3 $1.9M 6.5k 289.92
Exxon Mobil Corporation (XOM) 0.3 $1.7M 16k 107.80
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.7M 20k 86.07
Cbiz (CBZ) 0.3 $1.7M 23k 71.71
Ansys (ANSS) 0.2 $1.7M 4.7k 351.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.4M 23k 62.02
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.3M 7.6k 176.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.3M 14k 89.22
Amazon (AMZN) 0.2 $1.2M 5.6k 219.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.2M 48k 25.30
Remitly Global (RELY) 0.2 $1.2M 63k 18.77
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $1.1M 43k 25.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.0M 12k 89.06
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $957k 7.7k 123.58
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $951k 11k 90.98
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $949k 11k 84.83
Alphabet Cap Stk Cl C (GOOG) 0.1 $935k 5.3k 177.39
Visa Com Cl A (V) 0.1 $925k 2.6k 355.05
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $922k 11k 85.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $879k 1.6k 551.73
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $879k 8.8k 99.49
TJX Companies (TJX) 0.1 $871k 7.1k 123.49
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $851k 37k 23.23
Meta Platforms Cl A (META) 0.1 $839k 1.1k 738.10
Netflix (NFLX) 0.1 $821k 613.00 1339.13
Oracle Corporation (ORCL) 0.1 $806k 3.7k 218.63
NVIDIA Corporation (NVDA) 0.1 $795k 5.0k 157.99
Amgen (AMGN) 0.1 $754k 2.7k 279.21
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $742k 14k 52.06
Costco Wholesale Corporation (COST) 0.1 $737k 744.00 989.94
Wal-Mart Stores (WMT) 0.1 $735k 7.5k 97.78
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $690k 7.9k 86.87
Ishares Tr Russell 2000 Etf (IWM) 0.1 $676k 3.1k 215.79
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $659k 5.9k 112.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $644k 1.5k 440.65
Select Sector Spdr Tr Energy (XLE) 0.1 $628k 7.4k 84.81
Uber Technologies (UBER) 0.1 $620k 6.6k 93.30
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $613k 2.1k 285.86
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $591k 25k 23.24
Ishares Esg Awr Msci Em (ESGE) 0.1 $534k 14k 39.17
Trimas Corp Com New (TRS) 0.1 $529k 19k 28.61
McDonald's Corporation (MCD) 0.1 $528k 1.8k 292.17
Farmers Natl Banc Corp (FMNB) 0.1 $511k 37k 13.79
Manulife Finl Corp (MFC) 0.1 $506k 16k 31.96
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $504k 15k 33.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $500k 1.0k 485.77
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $493k 15k 31.94
International Business Machines (IBM) 0.1 $460k 1.6k 294.80
Select Sector Spdr Tr Technology (XLK) 0.1 $456k 1.8k 253.27
Nextera Energy (NEE) 0.1 $450k 6.5k 69.42
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $443k 4.7k 93.99
Invesco Actively Managed Exc Total Return (GTO) 0.1 $440k 9.4k 46.89
Ishares Tr S&p 100 Etf (OEF) 0.1 $426k 1.4k 304.35
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $422k 2.1k 204.67
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.1 $419k 15k 27.46
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $397k 9.7k 40.74
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $395k 7.1k 55.28
Rocket Lab Corp (RKLB) 0.1 $394k 11k 35.77
Vanguard World Inf Tech Etf (VGT) 0.1 $387k 583.00 663.38
Cisco Systems (CSCO) 0.1 $373k 5.4k 69.38
Raytheon Technologies Corp (RTX) 0.1 $361k 2.5k 146.02
Johnson & Johnson (JNJ) 0.1 $358k 2.3k 152.72
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.1 $351k 8.2k 42.81
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $323k 4.1k 79.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $314k 1.1k 284.39
Park-Ohio Holdings (PKOH) 0.0 $309k 17k 17.86
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $305k 3.1k 99.19
Bank of New York Mellon Corporation (BK) 0.0 $302k 3.3k 91.11
Spdr Series Trust S&p Oilgas Exp (XOP) 0.0 $297k 2.4k 125.80
Home Depot (HD) 0.0 $292k 797.00 366.64
Paccar (PCAR) 0.0 $287k 3.0k 95.06
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.0 $283k 10k 27.68
Philip Morris International (PM) 0.0 $279k 1.5k 182.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $278k 2.2k 128.52
Altria (MO) 0.0 $272k 4.6k 58.63
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.0 $270k 3.4k 79.43
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $265k 2.7k 98.38
Pepsi (PEP) 0.0 $265k 2.0k 132.06
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.0 $265k 3.2k 82.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $264k 3.2k 81.66
NVR (NVR) 0.0 $244k 33.00 7385.67
Lululemon Athletica (LULU) 0.0 $241k 1.0k 237.58
Abbvie (ABBV) 0.0 $240k 1.3k 185.62
Procter & Gamble Company (PG) 0.0 $240k 1.5k 159.28
Vanguard Index Fds Large Cap Etf (VV) 0.0 $234k 821.00 285.30
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $232k 3.9k 59.25
Abbott Laboratories (ABT) 0.0 $230k 1.7k 136.01
Welltower Inc Com reit (WELL) 0.0 $229k 1.5k 153.73
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.0 $216k 3.0k 72.74
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $216k 1.3k 164.46
Ishares Silver Tr Ishares (SLV) 0.0 $215k 6.5k 32.81
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.0 $208k 3.6k 58.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $205k 1.1k 194.31
Merck & Co (MRK) 0.0 $203k 2.6k 79.16
D-wave Quantum (QBTS) 0.0 $183k 13k 14.64
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $135k 10k 13.11
Peloton Interactive Cl A Com (PTON) 0.0 $69k 10k 6.94
Gold Resource Corporation (GORO) 0.0 $15k 24k 0.61