Schneider Downs Wealth Management Advisors, LP — 13F Holdings & Portfolio
CIK 1665359 · latest 13F-HR filed 2026-08-05
Schneider Downs Wealth Management Advisors, LP manages $1.06B in 13F-reported U.S. long-equity assets across 177 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FHI (18.43%), SPDW (8.63%), VO (7.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions and exited 4; 112 existing positions rose in reported value and 16 fell.
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
$1.06B
Long-equity book
Holdings
177
Distinct positions
Period
2026-06-30
Filed 2026-08-05
Q/Q Activity
+25 / −4 / ↑112 / ↓16
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26FHI18.4% · +30%SPDW8.6% · +1%VO7.6% · +308%MMIT6.1% · +3%SCHG5.3% · +2%IEMG5.1% · +2%SCHX4.0% · +0%MUB3.9% · +6%VNLA3.1% · +4%IJT2.8% · +3%JPIE2.3% · +13%IWF1.9% · +302%FBND1.6% · +6%SCHM1.6% · -2%VEA1.5% · +3%VOO1.4% · -3%FTRB1.4% · +11%IJR1.4% · -4%VBK1.1% · -2%AAPL1.0% · +9%SCHV0.9% · -2%MSFT0.9% · +100%SPY0.8% · -1%IWR0.8% · -4%VTEB0.7% · -4%EFA0.6% · +0%FEGE0.6% · +12%JHML0.5% · -2%IVV0.5% · +24%VBR0.4% · +35%PRCH0.4% · 0%IEFA0.4% · +12%GOOGL0.3% · +8%IVW0.3% · -1%RJF0.3% · +1%SCHF0.3% · -0%VONG0.3% · -4%DSI0.3% · 0%SPYM0.3% · 0%PNC0.3% · +3%GOOG0.3% · -0%JPM0.3% · +0%VTI0.3% · +12%GLD0.3% · +11%MMIN0.3% · +1%AMZN0.2% · +10%DFAC0.2% · 0%VB0.2% · +4%IVE0.2% · 0%XOM0.2% · +766%JGRO0.2% · +8%BRK.A0.2% · 0%SCHE0.2% · -9%BN0.2% · 0%ETN0.2% · +169%IJH0.2% · -0%SCHA0.2% · -0%NVDA0.2% · +8%ESGD0.2% · +11%RELY0.1% · 0%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 64.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 24, 2026.
Assets Under Management
$3.31B
Discretionary
$2.10B
Employees
28
Accounts
1,952
Address
ONE PPG PLACE, SUITE 1700
PITTSBURGH, PA 15222
PITTSBURGH, PA 15222
Phone
(412) 697-5200
This firm reports 3 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| EICHELBERGER, DEREK, JOSEPH Control | CHIEF EXECUTIVE OFFICER since Oct 2023 | Less than 5% | Individual |
| SCHNEIDER DOWNS ADVISORS II LLC Control | GENERAL PARTNER since Jun 2004 | Less than 5% | Domestic Entity |
| SCHNEIDER DOWNS FINANCIAL ADVISORS LP Control | LIMITED PARTNER since Jun 2004 | 75% or more | Domestic Entity |
| Divens, Michael, Arthur | CHIEF COMPLIANCE OFFICER since Jan 2025 | Less than 5% | Individual |
| Surma, Eric | DIRECTOR OF FINANCE since Jan 2026 | Less than 5% | Individual |
| SCHNEIDER DOWNS ADVISORS LLC Control Indirect owner via SCHNEIDER DOWNS FINANCIAL ADVISORS, LP | GENERAL PARTNER since Jun 2004 | General partner, trustee or manager | Domestic Entity |
| SCHNEIDER DOWNS FINANCIAL ADVISORS, LP Control Indirect owner via SCHNEIDER DOWNS ADVISORS II LLC | MEMBER since Jun 2004 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 11 filings with changes since Mar 8, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 24, 2026 filing
- No longer listedPascuzzi, Christopher, J. · CHIEF FINANCIAL OFFICER · Less than 5% · listed since Feb 2019
- AddedSurma, Eric · DIRECTOR OF FINANCE · Less than 5%
Mar 24, 2025 filing
- No longer listedSKEANS, NANCY, LYNN · SENIOR WEALTH ADVISOR · Less than 5% · control person · listed since Sep 2019
Jan 8, 2025 filing
- AddedDivens, Michael, Arthur · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedSKEANS, NANCY, LYNN · title CHIEF COMPLIANCE OFFICER → SENIOR WEALTH ADVISOR
Oct 3, 2023 filing
- ChangedEICHELBERGER, DEREK, JOSEPH · title DIRECTOR / MANAGING PARTNER → CHIEF EXECUTIVE OFFICER
- ChangedSKEANS, NANCY, LYNN · title CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER → CHIEF COMPLIANCE OFFICER
Mar 29, 2022 filing
- No longer listedSCHNEIDER DOWNS ADVISORS · GENERAL PARTNER · General partner, trustee or manager · indirect via SCHNEIDER DOWNS FINANCIAL ADVISORS, LP · control person · listed since Jun 2004
- AddedSCHNEIDER DOWNS ADVISORS LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via SCHNEIDER DOWNS FINANCIAL ADVISORS, LP · control person
- ChangedEICHELBERGER, DEREK, JOSEPH · title DIRECTOR / PARTNER → DIRECTOR / MANAGING PARTNER
Mar 23, 2021 filing
- AddedSCHNEIDER DOWNS ADVISORS · GENERAL PARTNER · General partner, trustee or manager · indirect via SCHNEIDER DOWNS FINANCIAL ADVISORS, LP · control person
- Listed againSCHNEIDER DOWNS FINANCIAL ADVISORS LP · LIMITED PARTNER · 75% or more · control person
Mar 27, 2020 filing
- No longer listedLINZER, DON, ALAN · SHAREHOLDER · 5–10% · listed since Oct 2003
- No longer listedSCHNEIDER DOWNS ADVISORS, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via SD FINANCIAL ADVISORS, LP · control person · listed since Jun 2004
- No longer listedSCHNEIDER DOWNS FINANCIAL ADVISORS LP · GENERAL PARTNER · 75% or more · control person · listed since Jun 2004
- AddedSCHNEIDER DOWNS ADVISORS II LLC · GENERAL PARTNER · Less than 5% · control person
- AddedSCHNEIDER DOWNS FINANCIAL ADVISORS, LP · MEMBER · General partner, trustee or manager · indirect via SCHNEIDER DOWNS ADVISORS II LLC · control person
Oct 16, 2019 filing
- No longer listedSEKELY, THERESA, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Aug 2006
- ChangedSKEANS, NANCY, LYNN · title CHIEF EXECUTIVE OFFICER → CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER
Mar 19, 2019 filing
- No longer listedSANKO, RUTH, FISCHER · CHIEF FINANCIAL OFFICER · Less than 5% · listed since Dec 2003
- AddedEICHELBERGER, DEREK, JOSEPH · DIRECTOR / PARTNER · Less than 5% · control person
- AddedPascuzzi, Christopher, J. · CHIEF FINANCIAL OFFICER · Less than 5%
Aug 23, 2017 filing
- Listed againLINZER, DON, ALAN · SHAREHOLDER · 5–10%
Older changes (2 more filings)
Jul 10, 2017 filing
- No longer listedLINZER, DON, ALAN · CHIEF EXECUTIVE OFFICER · 5–10% · control person · listed since Jul 2004
- AddedSKEANS, NANCY, LYNN · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Mar 8, 2012 filing (earliest on record)
- ListedLINZER, DON, ALAN · CHIEF EXECUTIVE OFFICER · 5–10% · control person
- ListedSANKO, RUTH, FISCHER · CHIEF FINANCIAL OFFICER · Less than 5%
- ListedSCHNEIDER DOWNS ADVISORS, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via SD FINANCIAL ADVISORS, LP · control person
- ListedSCHNEIDER DOWNS FINANCIAL ADVISORS LP · GENERAL PARTNER · 75% or more · control person
- ListedSEKELY, THERESA, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- FEDERATED HERMES INC$41.4M +26.8%
- VANGUARD INDEX FDS$10.3M +14.5%
- SPDR INDEX SHS FDS$9.5M +11.5%
- ISHARES INC$9.3M +20.8%
- SCHWAB STRATEGIC TR$9.1M +19.0%
Top Trims
- INNOVATOR ETFS TRUST-$293.9K -56.4%
- VANECK ETF TRUST-$190.4K -14.1%
- SPDR GOLD TR-$153.7K -5.3%
- SELECT SECTOR SPDR TR-$149.2K -16.4%
- NETFLIX INC.-$130.4K -22.8%
New Positions
- ADVANCED MICRO DEVICES INC$849.9K
- PARK-OHIO HLDGS CORP$826.7K
- LAM RESEARCH CORP$539.1K
- MICRON TECHNOLOGY INC$521.7K
- TESLA INC$474.4K
Exited Positions
- INNOVATOR ETFS TRUST$305.9K
- HONEYWELL INTL INC$254.3K
- S&P GLOBAL INC$231.4K
- IGC PHARMA INC$2.6K
Schneider Downs Wealth Management Advisors, LP Holdings (2026-06-30)
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 | $196.1M | 18.43% | 3,551,578 | SH |
| 2 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $91.8M | 8.63% | 1,822,730 | SH |
| 3 | VANGUARD INDEX FDS | VO | 922908629 | $80.9M | 7.60% | 1,004,416 | SH |
| 4 | NEW YORK LIFE INVTS ACTIVE E | MMIT | 45409F827 | $64.8M | 6.09% | 2,659,925 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $56.9M | 5.34% | 1,680,065 | SH |
| 6 | ISHARES INC | IEMG | 46434G103 | $54.1M | 5.08% | 652,670 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $42.2M | 3.97% | 1,434,461 | SH |
| 8 | ISHARES TR | MUB | 464288414 | $41.2M | 3.87% | 382,510 | SH |
| 9 | JANUS DETROIT STR TR | VNLA | 47103U886 | $32.7M | 3.07% | 669,210 | SH |
| 10 | ISHARES TR | IJT | 464287887 | $30.3M | 2.84% | 169,475 | SH |
| 11 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $24.6M | 2.31% | 533,150 | SH |
| 12 | ISHARES TR | IWF | 464287614 | $20.7M | 1.94% | 166,537 | SH |
| 13 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $17.1M | 1.61% | 376,993 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $16.7M | 1.57% | 451,823 | SH |
| 15 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $16.0M | 1.51% | 224,996 | SH |
| 16 | VANGUARD INDEX FDS | VOO | 922908363 | $15.2M | 1.43% | 22,119 | SH |
| 17 | FEDERATED HERMES ETF TRUST | FTRB | 31423L404 | $14.5M | 1.36% | 578,474 | SH |
| 18 | ISHARES TR | IJR | 464287804 | $14.4M | 1.36% | 97,291 | SH |
| 19 | VANGUARD INDEX FDS | VBK | 922908595 | $12.1M | 1.14% | 33,134 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $10.6M | 1.00% | 36,791 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $9.9M | 0.93% | 285,387 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $9.5M | 0.89% | 25,438 | SH |
| 23 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $8.4M | 0.79% | 11,195 | SH |
| 24 | ISHARES TR | IWR | 464287499 | $8.2M | 0.77% | 74,389 | SH |
| 25 | VANGUARD MUN BD FDS | VTEB | 922907746 | $7.1M | 0.67% | 141,089 | SH |
| 26 | ISHARES TR | EFA | 464287465 | $6.4M | 0.60% | 61,137 | SH |
| 27 | RBB FUND TRUST | FEGE | 75526L886 | $5.9M | 0.55% | 120,030 | SH |
| 28 | JOHN HANCOCK EXCHANGE TRADED | JHML | 47804J107 | $5.8M | 0.54% | 64,641 | SH |
| 29 | ISHARES TR | IVV | 464287200 | $5.5M | 0.52% | 7,353 | SH |
| 30 | VANGUARD INDEX FDS | VBR | 922908611 | $4.3M | 0.41% | 17,820 | SH |
| 31 | PORCH GROUP INC | PRCH | 733245104 | $4.1M | 0.39% | 274,216 | SH |
| 32 | ISHARES TR | IEFA | 46432F842 | $3.8M | 0.36% | 39,146 | SH |
| 33 | ALPHABET INC | GOOGL | 02079K305 | $3.6M | 0.34% | 10,102 | SH |
| 34 | ISHARES TR | IVW | 464287309 | $3.5M | 0.33% | 25,287 | SH |
| 35 | RAYMOND JAMES FINL INC | RJF | 754730109 | $3.3M | 0.31% | 21,840 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $3.3M | 0.31% | 119,578 | SH |
| 37 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $3.2M | 0.30% | 25,058 | SH |
| 38 | ISHARES TR | DSI | 464288570 | $3.1M | 0.29% | 21,863 | SH |
| 39 | SPDR SERIES TRUST | SPYM | 78464A854 | $3.0M | 0.29% | 34,566 | SH |
| 40 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $3.0M | 0.28% | 12,192 | SH |
| 41 | ALPHABET INC | GOOG | 02079K107 | $2.9M | 0.28% | 8,344 | SH |
| 42 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.9M | 0.27% | 8,889 | SH |
| 43 | VANGUARD INDEX FDS | VTI | 922908769 | $2.8M | 0.27% | 7,634 | SH |
| 44 | SPDR GOLD TR | GLD | 78463V107 | $2.8M | 0.26% | 7,528 | SH |
| 45 | NEW YORK LIFE INVTS ACTIVE E | MMIN | 45409F843 | $2.8M | 0.26% | 113,938 | SH |
| 46 | AMAZON COM INC | AMZN | 023135106 | $2.6M | 0.24% | 10,849 | SH |
| 47 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.6M | 0.24% | 57,831 | SH |
| 48 | VANGUARD INDEX FDS | VB | 922908751 | $2.5M | 0.24% | 8,369 | SH |
| 49 | ISHARES TR | IVE | 464287408 | $2.5M | 0.23% | 10,893 | SH |
| 50 | EXXON MOBIL CORP | XOM | 30231G102 | $2.3M | 0.22% | 16,927 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $1.06B | 177 | 0001172661-26-003083 |
| 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 |
Filer Information
Address
ONE PPG PLACE, SUITE 1700PITTSBURGH, PA 15222
Phone
(412) 697-5200
Filing Manager
Schneider Downs Wealth Management Advisors, LP
Pittsburgh, PA
Signatory
Michael Divens
Chief Compliance Officer