Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors as of June 30, 2026

Portfolio Holdings for Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors holds 177 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Federated Hermes CL B (FHI) 18.4 $196M 3.6M 55.22
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 8.6 $92M 1.8M 50.39
Vanguard Index Fds Mid Cap Etf (VO) 7.6 $81M 1.0M 80.57
New York Life Invts Active E Mackay Mun Inter (MMIT) 6.1 $65M 2.7M 24.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.3 $57M 1.7M 33.84
Ishares Core Msci Emkt (IEMG) 5.1 $54M 653k 82.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $42M 1.4M 29.43
Ishares Tr National Mun Etf (MUB) 3.9 $41M 383k 107.62
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.1 $33M 669k 48.87
Ishares Tr S&P SML 600 GWT (IJT) 2.8 $30M 170k 178.60
J P Morgan Exchange Traded F Income Etf (JPIE) 2.3 $25M 533k 46.05
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $21M 167k 124.17
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.6 $17M 377k 45.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $17M 452k 36.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $16M 225k 71.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $15M 22k 686.80
Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB) 1.4 $15M 579k 25.09
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $14M 97k 148.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $12M 33k 365.70
Apple (AAPL) 1.0 $11M 37k 289.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $9.9M 285k 34.81
Microsoft Corporation (MSFT) 0.9 $9.5M 25k 373.02
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $8.4M 11k 746.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $8.2M 74k 110.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $7.1M 141k 50.58
Ishares Tr Msci Eafe Etf (EFA) 0.6 $6.4M 61k 103.88
Rbb Fund Trust First Eagle Gbl (FEGE) 0.6 $5.9M 120k 48.92
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.5 $5.8M 65k 89.18
Ishares Tr Core S&p500 Etf (IVV) 0.5 $5.5M 7.4k 748.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $4.3M 18k 242.98
Porch Group (PRCH) 0.4 $4.1M 274k 15.04
Ishares Tr Core Msci Eafe (IEFA) 0.4 $3.8M 39k 96.58
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.6M 10k 357.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $3.5M 25k 137.53
Raymond James Financial (RJF) 0.3 $3.3M 22k 152.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $3.3M 120k 27.70
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $3.2M 25k 127.81
Ishares Tr Esg Msci Kld Etf (DSI) 0.3 $3.1M 22k 142.39
Spdr Series Trust St Str P500etf (SPYM) 0.3 $3.0M 35k 87.88
PNC Financial Services (PNC) 0.3 $3.0M 12k 246.23
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.9M 8.3k 353.34
JPMorgan Chase & Co. (JPM) 0.3 $2.9M 8.9k 327.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.8M 7.6k 370.04
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.8M 7.5k 368.38
New York Life Invts Active E Mack Mu Insd Etf (MMIN) 0.3 $2.8M 114k 24.21
Amazon (AMZN) 0.2 $2.6M 11k 238.34
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.2 $2.6M 58k 44.36
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.5M 8.4k 303.12
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $2.5M 11k 227.06
Exxon Mobil Corporation (XOM) 0.2 $2.3M 17k 136.72
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $2.3M 23k 98.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.2M 3.00 748850.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.2M 61k 36.26
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $2.1M 48k 42.59
Eaton Corp SHS (ETN) 0.2 $2.0M 4.8k 426.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.9M 24k 77.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.7M 47k 36.13
NVIDIA Corporation (NVDA) 0.2 $1.7M 8.3k 200.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.6M 16k 102.81
Remitly Global (RELY) 0.1 $1.4M 63k 22.41
TJX Companies (TJX) 0.1 $1.4M 9.1k 151.50
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.2M 11k 117.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M 1.6k 736.55
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.2M 8.1k 147.73
Rocket Lab Corp (RKLB) 0.1 $1.2M 12k 101.65
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.2M 15k 75.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.1M 12k 96.43
Wal-Mart Stores (WMT) 0.1 $1.1M 9.9k 113.26
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $1.1M 11k 106.31
Costco Wholesale Corporation (COST) 0.1 $1.1M 1.2k 935.47
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.1M 3.6k 300.45
Caterpillar (CAT) 0.1 $1.1M 1.0k 1064.90
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.1M 7.9k 136.69
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.0M 42k 24.99
Visa Com Cl A (V) 0.1 $1.0M 3.0k 343.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.0M 2.1k 500.49
Broadcom (AVGO) 0.1 $1.0M 2.7k 377.75
Meta Platforms Cl A (META) 0.1 $992k 1.8k 563.35
Amgen (AMGN) 0.1 $952k 2.6k 362.12
Johnson & Johnson (JNJ) 0.1 $941k 3.7k 253.95
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $901k 39k 23.15
Spdr Series Trust ST STR SP400GRW (MDYG) 0.1 $890k 7.9k 112.09
Advanced Micro Devices (AMD) 0.1 $850k 1.5k 580.91
Trimas Corp Com New (TRS) 0.1 $832k 19k 45.03
Park-Ohio Holdings (PKOH) 0.1 $827k 22k 38.45
Ishares Esg Awr Msci Em (ESGE) 0.1 $787k 14k 54.69
Slide Ins Hldgs (SLDE) 0.1 $783k 40k 19.37
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $758k 14k 53.11
Cbiz (CBZ) 0.1 $748k 23k 32.08
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $697k 1.3k 522.39
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $688k 346.00 1989.44
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $681k 5.5k 124.42
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $657k 14k 45.52
Manulife Finl Corp (MFC) 0.1 $642k 16k 40.51
Abbvie (ABBV) 0.1 $630k 2.5k 251.64
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $628k 3.3k 190.54
Cisco Systems (CSCO) 0.1 $614k 5.2k 117.46
Nextera Energy (NEE) 0.1 $600k 6.8k 87.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $583k 25k 23.13
Raytheon Technologies Corp (RTX) 0.1 $579k 3.1k 189.73
Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.1 $549k 15k 36.49
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $547k 11k 52.12
Oracle Corporation (ORCL) 0.1 $545k 3.7k 146.55
Lam Research Corp Com New (LRCX) 0.1 $539k 1.2k 433.33
Bank of New York Mellon Corporation (BNY) 0.0 $527k 3.6k 144.61
Micron Technology (MU) 0.0 $522k 452.00 1154.29
Vanguard World Inf Tech Etf (VGT) 0.0 $497k 4.2k 119.51
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $488k 2.1k 236.62
Uber Technologies (UBER) 0.0 $482k 6.7k 72.16
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.0 $478k 15k 31.39
Tesla Motors (TSLA) 0.0 $474k 1.1k 420.60
Pepsi (PEP) 0.0 $472k 3.5k 135.40
McDonald's Corporation (MCD) 0.0 $448k 1.7k 270.31
Ishares Tr S&p 100 Etf (OEF) 0.0 $443k 1.2k 365.87
Netflix (NFLX) 0.0 $443k 6.2k 71.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $442k 14k 31.71
Invesco Actively Managed Exc Total Return (GTO) 0.0 $440k 9.4k 46.87
Merck & Co (MRK) 0.0 $394k 3.1k 128.50
International Business Machines (IBM) 0.0 $389k 1.4k 281.23
Home Depot (HD) 0.0 $384k 1.1k 352.72
Coherent Corp (COHR) 0.0 $367k 930.00 394.47
Procter & Gamble Company (PG) 0.0 $365k 2.5k 146.64
Spdr Series Trust Sp O&g Expl Pro (XOP) 0.0 $364k 2.4k 154.26
Paccar (PCAR) 0.0 $362k 3.0k 120.12
Ishares Silver Tr Ishares (SLV) 0.0 $350k 6.5k 53.47
Altria (MO) 0.0 $346k 4.8k 71.95
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $343k 3.6k 96.56
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $340k 2.2k 156.95
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $339k 1.1k 306.30
Welltower Inc Com reit (WELL) 0.0 $338k 1.5k 226.97
Linde SHS (LIN) 0.0 $326k 628.00 518.94
Spdr Series Trust St Str Sp400val (MDYV) 0.0 $322k 3.4k 94.85
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $321k 7.1k 44.85
Thermo Fisher Scientific (TMO) 0.0 $315k 628.00 501.15
Abbott Laboratories (ABT) 0.0 $301k 3.3k 90.74
D-wave Quantum (QBTS) 0.0 $300k 13k 23.99
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $293k 6.5k 45.34
Philip Morris International (PM) 0.0 $289k 1.6k 180.91
American Express Company (AXP) 0.0 $289k 853.00 338.25
Vanguard Index Fds Large Cap Etf (VV) 0.0 $282k 821.00 343.91
Chubb (CB) 0.0 $280k 822.00 340.91
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.0 $280k 3.2k 88.17
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $277k 4.1k 68.41
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $274k 2.2k 124.76
Global X Fds Global X Copper (COPX) 0.0 $271k 3.5k 76.97
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $266k 2.7k 98.98
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $266k 1.3k 197.60
Flex Ord (FLEX) 0.0 $266k 1.6k 162.07
Eli Lilly & Co. (LLY) 0.0 $258k 215.00 1199.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $258k 654.00 393.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $253k 3.0k 85.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $250k 1.0k 242.53
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $248k 3.3k 75.88
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $242k 1.1k 221.20
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $241k 4.7k 51.05
Spdr Series Trust St Str Sp Metal (XME) 0.0 $233k 2.2k 106.93
Siriusxm Holdings Common Stock (SIRI) 0.0 $233k 7.9k 29.54
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.0 $230k 3.0k 75.51
Chevron Corporation (CVX) 0.0 $228k 1.4k 165.81
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.0 $227k 6.3k 35.97
Bank of America Corporation (BAC) 0.0 $227k 4.0k 56.98
NVR (NVR) 0.0 $225k 33.00 6813.42
Manhattan Bridge Capital (LOAN) 0.0 $219k 48k 4.52
Charles Schwab Corporation (SCHW) 0.0 $216k 2.3k 92.26
Coca-Cola Company (KO) 0.0 $216k 2.7k 81.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $212k 997.00 212.77
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $210k 1.3k 164.60
Ishares Msci Sweden Etf (EWD) 0.0 $210k 4.2k 49.98
Applied Materials (AMAT) 0.0 $207k 286.00 723.00
Union Pacific Corporation (UNP) 0.0 $207k 760.00 272.00
American Water Works (AWK) 0.0 $206k 1.6k 131.58
Parker-Hannifin Corporation (PH) 0.0 $204k 209.00 978.12
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $202k 9.9k 20.49
Spdr Series Trust St Str Conv Etf (CWB) 0.0 $200k 1.9k 107.82
Peloton Interactive Cl A Com (PTON) 0.0 $73k 12k 5.91
Trilogy Metals (TMQ) 0.0 $72k 21k 3.51
Gold Resource Corporation (GORO) 0.0 $30k 24k 1.26