Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of March 31, 2026

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