Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of Dec. 31, 2025

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 156 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Hermes CL B (FHI) 15.6 $139M 2.7M 52.07
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.9 $79M 1.8M 44.41
Vanguard Index Fds Mid Cap Etf (VO) 7.9 $70M 243k 290.22
New York Life Invts Active E Nyli Mackay Mun (MMIT) 6.7 $59M 2.4M 24.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.9 $53M 1.6M 32.62
Ishares Core Msci Emkt (IEMG) 4.7 $42M 620k 67.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.3 $38M 1.4M 26.91
Ishares Tr National Mun Etf (MUB) 4.1 $37M 341k 107.11
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.9 $35M 709k 49.14
Ishares Tr S&P SML 600 GWT (IJT) 2.5 $23M 160k 141.16
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $20M 41k 473.30
J P Morgan Exchange Traded F Income Etf (JPIE) 2.1 $19M 412k 46.29
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.7 $15M 326k 46.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $14M 23k 627.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $14M 219k 62.47
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $14M 449k 30.07
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $12M 102k 120.18
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 1.3 $12M 455k 25.39
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $10M 33k 302.11
Apple (AAPL) 1.0 $9.2M 34k 271.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $8.7M 292k 29.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $7.7M 11k 681.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $7.6M 79k 96.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $7.6M 150k 50.29
Microsoft Corporation (MSFT) 0.7 $6.4M 13k 483.63
Ishares Tr Msci Eafe Etf (EFA) 0.7 $5.9M 61k 96.03
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.6 $5.3M 66k 79.85
Rbb Fund Trust First Eagle Gbl (FEGE) 0.5 $4.2M 91k 46.03
Ishares Tr Core S&p500 Etf (IVV) 0.5 $4.0M 5.9k 684.95
Raymond James Financial (RJF) 0.4 $3.5M 22k 160.59
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $3.2M 26k 121.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $3.2M 26k 123.26
Ishares Tr Core Msci Eafe (IEFA) 0.4 $3.1M 35k 89.46
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.9M 9.3k 313.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.9M 121k 24.04
JPMorgan Chase & Co. (JPM) 0.3 $2.9M 9.0k 322.20
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $2.8M 22k 128.83
Spdr Series Trust State Street Spd (SPYM) 0.3 $2.8M 35k 80.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.7M 13k 211.79
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.3 $2.7M 111k 23.94
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.6M 8.3k 313.81
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.6M 6.6k 396.31
Porch Group (PRCH) 0.3 $2.5M 275k 9.13
PNC Financial Services (PNC) 0.3 $2.5M 12k 208.72
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.3M 11k 212.07
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $2.3M 58k 39.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $2.3M 3.00 754800.00
Amazon (AMZN) 0.3 $2.2M 9.7k 230.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.2M 6.7k 335.27
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $2.2M 48k 45.89
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.1M 8.1k 257.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.0M 62k 32.75
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $1.8M 20k 92.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.6M 24k 66.00
NVIDIA Corporation (NVDA) 0.2 $1.4M 7.6k 186.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.3M 47k 28.48
TJX Companies (TJX) 0.2 $1.3M 8.8k 153.61
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.3M 14k 95.09
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.2M 14k 85.77
Cbiz (CBZ) 0.1 $1.2M 23k 50.45
Wal-Mart Stores (WMT) 0.1 $1.1M 10k 111.41
Visa Com Cl A (V) 0.1 $1.1M 3.2k 350.70
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.1M 43k 25.24
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.0M 7.8k 131.59
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.0M 12k 88.49
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.0M 11k 96.88
Costco Wholesale Corporation (COST) 0.1 $1.0M 1.2k 862.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.0M 1.6k 614.27
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $977k 11k 92.30
Broadcom (AVGO) 0.1 $900k 2.6k 346.13
Ishares Tr Russell 2000 Etf (IWM) 0.1 $897k 3.6k 246.16
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $891k 7.8k 113.72
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $883k 38k 23.38
Remitly Global (RELY) 0.1 $867k 63k 13.80
Meta Platforms Cl A (META) 0.1 $855k 1.3k 660.25
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $850k 12k 68.36
Rocket Lab Corp (RKLB) 0.1 $769k 11k 69.76
Spdr Series Trust State Street Spd (MDYG) 0.1 $734k 7.9k 92.43
Oracle Corporation (ORCL) 0.1 $720k 3.7k 194.88
Johnson & Johnson (JNJ) 0.1 $712k 3.4k 206.95
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $682k 1.4k 480.57
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $680k 6.0k 113.92
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $662k 15k 44.71
Trimas Corp Com New (TRS) 0.1 $655k 19k 35.45
Ishares Esg Awr Msci Em (ESGE) 0.1 $602k 14k 44.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $589k 25k 23.37
Caterpillar (CAT) 0.1 $582k 1.0k 572.87
Eaton Corp SHS (ETN) 0.1 $578k 1.8k 318.51
Raytheon Technologies Corp (RTX) 0.1 $576k 3.1k 183.40
Manulife Finl Corp (MFC) 0.1 $575k 16k 36.28
Abbvie (ABBV) 0.1 $574k 2.5k 228.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $571k 1.1k 502.84
Netflix (NFLX) 0.1 $560k 6.0k 93.76
Uber Technologies (UBER) 0.1 $559k 6.8k 81.71
Nextera Energy (NEE) 0.1 $549k 6.8k 80.28
McDonald's Corporation (MCD) 0.1 $529k 1.7k 305.69
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $523k 15k 34.74
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $517k 15k 33.51
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $496k 3.4k 143.96
Farmers Natl Banc Corp (FMNB) 0.1 $494k 37k 13.32
Amgen (AMGN) 0.1 $491k 1.5k 327.31
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $455k 10k 44.65
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $453k 2.1k 219.78
Invesco Actively Managed Exc Total Return (GTO) 0.1 $445k 9.4k 47.42
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.0 $436k 15k 28.61
Vanguard World Inf Tech Etf (VGT) 0.0 $436k 579.00 753.15
Cisco Systems (CSCO) 0.0 $432k 5.6k 77.03
International Business Machines (IBM) 0.0 $432k 1.5k 296.21
Ishares Silver Tr Ishares (SLV) 0.0 $421k 6.5k 64.42
Ishares Tr S&p 100 Etf (OEF) 0.0 $415k 1.2k 342.97
Bank of New York Mellon Corporation (BK) 0.0 $400k 3.4k 116.08
Pepsi (PEP) 0.0 $388k 2.7k 143.51
Abbott Laboratories (ABT) 0.0 $380k 3.0k 125.30
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $375k 7.1k 52.39
Home Depot (HD) 0.0 $374k 1.1k 344.10
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $359k 4.7k 76.23
American Express Company (AXP) 0.0 $336k 909.00 369.95
Asml Holding N V N Y Registry Shs (ASML) 0.0 $332k 310.00 1069.86
Paccar (PCAR) 0.0 $330k 3.0k 109.51
D-wave Quantum (QBTS) 0.0 $327k 13k 26.15
Merck & Co (MRK) 0.0 $320k 3.0k 105.25
Thermo Fisher Scientific (TMO) 0.0 $312k 538.00 579.04
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $309k 1.1k 279.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $305k 2.2k 141.06
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.0 $303k 10k 29.65
Spdr Series Trust State Street Spd (XOP) 0.0 $298k 2.4k 126.26
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $294k 3.6k 82.73
Spdr Series Trust State Street Spd (MDYV) 0.0 $287k 3.4k 84.65
S&p Global (SPGI) 0.0 $285k 546.00 522.59
Altria (MO) 0.0 $278k 4.8k 57.66
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $276k 6.5k 42.69
Welltower Inc Com reit (WELL) 0.0 $276k 1.5k 185.61
Linde SHS (LIN) 0.0 $266k 623.00 426.39
Procter & Gamble Company (PG) 0.0 $259k 1.8k 143.33
Vanguard Index Fds Large Cap Etf (VV) 0.0 $259k 821.00 314.80
Chubb (CB) 0.0 $256k 822.00 311.95
Philip Morris International (PM) 0.0 $253k 1.6k 160.40
Coherent Corp (COHR) 0.0 $246k 1.3k 184.55
NVR (NVR) 0.0 $241k 33.00 7292.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $239k 1.3k 177.37
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.0 $239k 3.0k 80.22
Exxon Mobil Corporation (XOM) 0.0 $234k 1.9k 120.33
Spdr Series Trust State Street Spd (XME) 0.0 $230k 2.2k 103.61
Charles Schwab Corporation (SCHW) 0.0 $230k 2.3k 99.90
Eli Lilly & Co. (LLY) 0.0 $223k 207.00 1076.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $222k 4.1k 54.71
Bank of America Corporation (BAC) 0.0 $221k 4.0k 55.00
Honeywell International (HON) 0.0 $220k 1.1k 195.09
Mastercard Incorporated Cl A (MA) 0.0 $218k 382.00 571.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $217k 1.0k 210.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $211k 654.00 323.01
Lululemon Athletica (LULU) 0.0 $211k 1.0k 207.81
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $206k 3.3k 62.92
American Water Works (AWK) 0.0 $205k 1.6k 130.50
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $169k 10k 16.43
Gold Resource Corporation (GORO) 0.0 $20k 24k 0.83