Schneider Downs Wealth Management Advisors, LP — 13F Holdings & Portfolio
CIK 1665359 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$906.8M
Long-equity book
Holdings
156
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+6 / −6 / ↑40 / ↓44
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FEDERATED HERMES INC$16.0M +11.6%
- NEW YORK LIFE INVTS ACTIVE E$3.1M +5.3%
- ISHARES INC$3.1M +7.4%
- J P MORGAN EXCHANGE TRADED F$2.7M +14.4%
- FEDERATED HERMES ETF TRUST$1.5M +13.1%
Top Trims
- SCHWAB STRATEGIC TR-$4.7M -9.0%
- JANUS DETROIT STR TR-$3.4M -9.7%
- ISHARES TR-$1.8M -9.4%
- MICROSOFT CORP-$1.7M -26.9%
- APPLE INC-$668.3K -7.2%
New Positions
- SLIDE INS HLDGS INC$727.7K
- CHEVRON CORPORATION$274.4K
- GLOBAL X FDS$252.0K
- ISHARES TR$207.0K
- COCA COLA CO$201.2K
Exited Positions
- FARMERS NATIONAL BANC CORP$494.0K
- ELI LILLY & CO$222.9K
- BANK AMERICA CORP$220.8K
- MASTERCARD INCORPORATED$218.1K
- LULULEMON ATHLETICA INC$211.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FEDERATED HERMES INC | FHI | 314211103 | $154.7M | 17.06% | 2,727,878 | SH |
| 2 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $82.4M | 9.08% | 1,804,741 | SH |
| 3 | VANGUARD INDEX FDS | VO | 922908629 | $70.7M | 7.79% | 246,030 | SH |
| 4 | NEW YORK LIFE INVTS ACTIVE E | MMIT | 45409F827 | $62.2M | 6.86% | 2,579,517 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $47.8M | 5.27% | 1,640,662 | SH |
| 6 | ISHARES INC | IEMG | 46434G103 | $44.8M | 4.93% | 641,602 | SH |
| 7 | ISHARES TR | MUB | 464288414 | $38.3M | 4.22% | 360,475 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $36.6M | 4.04% | 1,427,777 | SH |
| 9 | JANUS DETROIT STR TR | VNLA | 47103U886 | $31.4M | 3.47% | 643,344 | SH |
| 10 | ISHARES TR | IJT | 464287887 | $23.7M | 2.62% | 164,021 | SH |
| 11 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $21.8M | 2.40% | 473,032 | SH |
| 12 | ISHARES TR | IWF | 464287614 | $17.7M | 1.95% | 41,409 | SH |
| 13 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $16.3M | 1.80% | 356,925 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $14.3M | 1.57% | 460,298 | SH |
| 15 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $14.0M | 1.54% | 218,620 | SH |
| 16 | VANGUARD INDEX FDS | VOO | 922908363 | $13.6M | 1.51% | 22,843 | SH |
| 17 | FEDERATED HERMES ETF TRUST | FTRB | 31423L404 | $13.1M | 1.44% | 519,715 | SH |
| 18 | ISHARES TR | IJR | 464287804 | $12.6M | 1.39% | 101,258 | SH |
| 19 | VANGUARD INDEX FDS | VBK | 922908595 | $10.3M | 1.13% | 33,972 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $8.9M | 0.98% | 290,865 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $8.6M | 0.94% | 33,719 | SH |
| 22 | ISHARES TR | IWR | 464287499 | $7.5M | 0.83% | 77,633 | SH |
| 23 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.4M | 0.81% | 11,343 | SH |
| 24 | VANGUARD MUN BD FDS | VTEB | 922907746 | $7.3M | 0.81% | 147,287 | SH |
| 25 | ISHARES TR | EFA | 464287465 | $5.9M | 0.65% | 61,020 | SH |
| 26 | JOHN HANCOCK EXCHANGE TRADED | JHML | 47804J107 | $5.2M | 0.57% | 65,873 | SH |
| 27 | RBB FUND TRUST | FEGE | 75526L886 | $5.1M | 0.56% | 107,559 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $4.7M | 0.52% | 12,707 | SH |
| 29 | ISHARES TR | IVV | 464287200 | $3.9M | 0.43% | 5,936 | SH |
| 30 | ISHARES TR | IEFA | 46432F842 | $3.2M | 0.35% | 34,929 | SH |
| 31 | RAYMOND JAMES FINL INC | RJF | 754730109 | $3.1M | 0.34% | 21,546 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $3.0M | 0.33% | 120,079 | SH |
| 33 | SPDR GOLD TR | GLD | 78463V107 | $2.9M | 0.32% | 6,802 | SH |
| 34 | ISHARES TR | IVW | 464287309 | $2.9M | 0.32% | 25,616 | SH |
| 35 | VANGUARD INDEX FDS | VBR | 922908611 | $2.9M | 0.32% | 13,243 | SH |
| 36 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $2.9M | 0.32% | 26,116 | SH |
| 37 | ALPHABET INC | GOOGL | 02079K305 | $2.7M | 0.30% | 9,332 | SH |
| 38 | NEW YORK LIFE INVTS ACTIVE E | MMIN | 45409F843 | $2.7M | 0.30% | 112,890 | SH |
| 39 | ISHARES TR | DSI | 464288570 | $2.6M | 0.29% | 21,863 | SH |
| 40 | SPDR SERIES TRUST | SPYM | 78464A854 | $2.6M | 0.29% | 34,566 | SH |
| 41 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.6M | 0.29% | 8,876 | SH |
| 42 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $2.5M | 0.27% | 11,817 | SH |
| 43 | ALPHABET INC | GOOG | 02079K107 | $2.4M | 0.27% | 8,380 | SH |
| 44 | ISHARES TR | IVE | 464287408 | $2.3M | 0.25% | 10,893 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.2M | 0.25% | 57,831 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $2.2M | 0.24% | 66,603 | SH |
| 47 | VANGUARD INDEX FDS | VTI | 922908769 | $2.2M | 0.24% | 6,790 | SH |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.24% | 3 | SH |
| 49 | VANGUARD INDEX FDS | VB | 922908751 | $2.1M | 0.23% | 8,085 | SH |
| 50 | AMAZON COM INC | AMZN | 023135106 | $2.1M | 0.23% | 9,863 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $906.8M | 156 | 0001172661-26-001986 |
| 2025-12-31 | 2026-02-12 | $887.1M | 156 | 0001172661-26-000685 |
| 2025-09-30 | 2025-11-17 | $842.7M | 148 | 0001172661-25-005200 |