Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Sept. 30, 2025

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