Schneider Downs Wealth Management Advisors, LP

Est. AUM

$906.8M

13F long equity, this entity only

Positions

156

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FEDERATED HERMES INC	CL B	$154.7M	2727878	17.06%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$82.4M	1804741	9.08%	SOLE
3	VANGUARD INDEX FDS	MID CAP ETF	$70.7M	246030	7.79%	SOLE
4	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$62.2M	2579517	6.86%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$47.8M	1640662	5.27%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$44.8M	641602	4.93%	SOLE
7	ISHARES TR	NATIONAL MUN ETF	$38.3M	360475	4.22%	SOLE
8	SCHWAB STRATEGIC TR	US LRG CAP ETF	$36.6M	1427777	4.04%	SOLE
9	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$31.4M	643344	3.47%	SOLE
10	ISHARES TR	S&P SML 600 GWT	$23.7M	164021	2.62%	SOLE
11	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$21.8M	473032	2.40%	SOLE
12	ISHARES TR	RUS 1000 GRW ETF	$17.7M	41409	1.95%	SOLE
13	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$16.3M	356925	1.80%	SOLE
14	SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.3M	460298	1.57%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.0M	218620	1.54%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.7M	22843	1.51%	SOLE
17	FEDERATED HERMES ETF TRUST	HERMES TOTAL RET	$13.1M	519715	1.44%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$12.6M	101258	1.39%	SOLE
19	VANGUARD INDEX FDS	SML CP GRW ETF	$10.3M	33972	1.13%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.9M	290865	0.98%	SOLE
21	APPLE INC	COM	$8.6M	33719	0.94%	SOLE
22	ISHARES TR	RUS MID CAP ETF	$7.5M	77633	0.83%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.4M	11343	0.81%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.3M	147287	0.81%	SOLE
25	ISHARES TR	MSCI EAFE ETF	$5.9M	61020	0.65%	SOLE
26	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$5.2M	65873	0.57%	SOLE
27	RBB FUND TRUST	FIRST EAGLE GBL	$5.1M	107559	0.56%	SOLE
28	MICROSOFT CORP	COM	$4.7M	12707	0.52%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$3.9M	5936	0.43%	SOLE
30	ISHARES TR	CORE MSCI EAFE	$3.2M	34929	0.35%	SOLE
31	RAYMOND JAMES FINL INC	COM	$3.1M	21546	0.34%	SOLE
32	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.0M	120079	0.33%	SOLE
33	SPDR GOLD TR	GOLD SHS	$2.9M	6802	0.32%	SOLE
34	ISHARES TR	S&P 500 GRWT ETF	$2.9M	25616	0.32%	SOLE
35	VANGUARD INDEX FDS	SM CP VAL ETF	$2.9M	13243	0.32%	SOLE
36	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$2.9M	26116	0.32%	SOLE
37	ALPHABET INC	CAP STK CL A	$2.7M	9332	0.30%	SOLE
38	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$2.7M	112890	0.30%	SOLE
39	ISHARES TR	ESG MSCI KLD 400	$2.6M	21863	0.29%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	34566	0.29%	SOLE
41	JPMORGAN CHASE & CO	COM	$2.6M	8876	0.29%	SOLE
42	PNC FINL SVCS GROUP INC	COM	$2.5M	11817	0.27%	SOLE
43	ALPHABET INC	CAP STK CL C	$2.4M	8380	0.27%	SOLE
44	ISHARES TR	S&P 500 VAL ETF	$2.3M	10893	0.25%	SOLE
45	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.2M	57831	0.25%	SOLE
46	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.2M	66603	0.24%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	6790	0.24%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.24%	SOLE
49	VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	8085	0.23%	SOLE
50	AMAZON COM INC	COM	$2.1M	9863	0.23%	SOLE

1–50 of 156

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.