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Schneider Downs Wealth Management Advisors, LP 13F holdings

Filed 2026-08-05 · Schneider Downs Wealth Management Advisors, LP · 177 positions · $1.1B

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TickerCompanySharesValue% of portfolio
FHIFEDERATED HERMES INC3.6M$196.1M18.4%
SPDWSPDR INDEX SHS FDS1.8M$91.8M8.6%
VOVANGUARD INDEX FDS1.0M$80.9M7.6%
MMITNEW YORK LIFE INVTS ACTIVE E2.7M$64.8M6.1%
SCHGSCHWAB STRATEGIC TR1.7M$56.9M5.3%
ACWIISHARES INC652.7K$54.1M5.1%
SCHXSCHWAB STRATEGIC TR1.4M$42.2M4.0%
MUBISHARES TR382.5K$41.2M3.9%
VNLAJANUS DETROIT STR TR669.2K$32.7M3.1%
IJTISHARES TR169.5K$30.3M2.8%
JPIEJ P MORGAN EXCHANGE TRADED F533.1K$24.6M2.3%
IWFISHARES TR166.5K$20.7M1.9%
FBNDFIDELITY MERRIMACK STR TR377.0K$17.1M1.6%
SCHMSCHWAB STRATEGIC TR451.8K$16.7M1.6%
VEAVANGUARD TAX-MANAGED FDS225.0K$16.0M1.5%
VOOVANGUARD INDEX FDS22.1K$15.2M1.4%
FTRBFEDERATED HERMES ETF TRUST578.5K$14.5M1.4%
IJRISHARES TR97.3K$14.4M1.4%
VBKVANGUARD INDEX FDS33.1K$12.1M1.1%
AAPLAPPLE INC36.8K$10.6M1.0%
SCHVSCHWAB STRATEGIC TR285.4K$9.9M0.9%
MSFTMICROSOFT CORP25.4K$9.5M0.9%
SPYSTATE STR SPDR S&P 500 ETF T11.2K$8.4M0.8%
IWRISHARES TR74.4K$8.2M0.8%
VTEBVANGUARD MUN BD FDS141.1K$7.1M0.7%
EFAISHARES TR61.1K$6.4M0.6%
FEGERBB FUND TRUST120.0K$5.9M0.6%
JHMLJOHN HANCOCK EXCHANGE TRADED64.6K$5.8M0.5%
IVVISHARES TR7.4K$5.5M0.5%
VBRVANGUARD INDEX FDS17.8K$4.3M0.4%
PRCHPORCH GROUP INC274.2K$4.1M0.4%
IEFAISHARES TR39.1K$3.8M0.4%
GOOGLALPHABET INC10.1K$3.6M0.3%
IVWISHARES TR25.3K$3.5M0.3%
RJFRAYMOND JAMES FINL INC21.8K$3.3M0.3%
SCHFSCHWAB STRATEGIC TR119.6K$3.3M0.3%
VONGVANGUARD SCOTTSDALE FDS25.1K$3.2M0.3%
DSIISHARES TR21.9K$3.1M0.3%
SPYMSPDR SERIES TRUST34.6K$3.0M0.3%
PNCPNC FINL SVCS GROUP INC12.2K$3.0M0.3%
GOOGALPHABET INC8.3K$2.9M0.3%
JPMJPMORGAN CHASE & CO8.9K$2.9M0.3%
VTIVANGUARD INDEX FDS7.6K$2.8M0.3%
GLDSPDR GOLD TR7.5K$2.8M0.3%
MMINNEW YORK LIFE INVTS ACTIVE E113.9K$2.8M0.3%
AMZNAMAZON COM INC10.8K$2.6M0.2%
DFACDIMENSIONAL ETF TRUST57.8K$2.6M0.2%
VBVANGUARD INDEX FDS8.4K$2.5M0.2%
IVEISHARES TR10.9K$2.5M0.2%
EXMOCEXXON MOBIL CORP16.9K$2.3M0.2%
JGROJ P MORGAN EXCHANGE TRADED F23.0K$2.3M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL3$2.2M0.2%
SCHESCHWAB STRATEGIC TR60.8K$2.2M0.2%
BNBROOKFIELD CORP48.2K$2.1M0.2%
ETNEATON CORP PLC4.8K$2.0M0.2%
IJHISHARES TR24.0K$1.9M0.2%
SCHASCHWAB STRATEGIC TR46.8K$1.7M0.2%
NVDANVIDIA CORPORATION8.3K$1.7M0.2%
ESGDISHARES TR15.8K$1.6M0.2%
RELYREMITLY GLOBAL INC62.8K$1.4M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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