Schneider Downs Wealth Management Advisors, LP
CIK: 0001665359Latest portfolio: $887.1M · Q4 2025
Holdings
156
Total Value
$887.1M
New Positions
12
Closed Positions
4
Top Holdings
View All 156 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | FHIFEDERATED HERMES INC | 2,662,853 | $138.7M | 15.63% | +6K | |
| 2 | SPDWSPDR INDEX SHS FDS | 1,774,091 | $78.8M | 8.88% | +49K | |
| 3 | VOVANGUARD INDEX FDS | 242,562 | $70.4M | 7.94% | +4K | |
| 4 | MMITNEW YORK LIFE INVTS ACTIVE E | 2,426,389 | $59.0M | 6.65% | +184K | |
| 5 | SCHGSCHWAB STRATEGIC TR | 1,609,284 | $52.5M | 5.92% | +5K | |
| 6 | IEMGISHARES INC | 619,917 | $41.7M | 4.70% | +22K | |
| 7 | SCHXSCHWAB STRATEGIC TR | 1,420,448 | $38.2M | 4.31% | +13K | |
| 8 | MUBISHARES TR | 340,737 | $36.5M | 4.11% | +27K | |
| 9 | VNLAJANUS DETROIT STR TR | 708,561 | $34.8M | 3.92% | +176K | |
| 10 | IJTISHARES TR | 159,516 | $22.5M | 2.54% | +2K | |
| 11 | IWFISHARES TR | 41,184 | $19.5M | 2.20% | -149 | |
| 12 | JPIEJ P MORGAN EXCHANGE TRADED F | 411,612 | $19.1M | 2.15% | +46K | |
| 13 | FBNDFIDELITY MERRIMACK STR TR | 326,178 | $15.0M | 1.69% | +24K | |
| 14 | VOOVANGUARD INDEX FDS | 22,702 | $14.2M | 1.60% | +2K | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 219,427 | $13.7M | 1.55% | +257 | |
| 16 | SCHMSCHWAB STRATEGIC TR | 448,477 | $13.5M | 1.52% | +7K | |
| 17 | IJRISHARES TR | 102,218 | $12.3M | 1.38% | +1K | |
| 18 | FTRBFEDERATED HERMES ETF TRUST | 455,132 | $11.6M | 1.30% | +34K | |
| 19 | VBKVANGUARD INDEX FDS | 33,393 | $10.1M | 1.14% | +372 | |
| 20 | AAPLAPPLE INC | 33,936 | $9.2M | 1.04% | +5K | |
| 21 | SCHVSCHWAB STRATEGIC TR | 292,319 | $8.7M | 0.98% | -1,102 | |
| 22 | SPYSPDR S&P 500 ETF TR | 11,250 | $7.7M | 0.86% | -191 | |
| 23 | IWRISHARES TR | 78,722 | $7.6M | 0.85% | +4K | |
| 24 | VTEBVANGUARD MUN BD FDS | 150,205 | $7.6M | 0.85% | -1,783 | |
| 25 | MSFTMICROSOFT CORP | 13,314 | $6.4M | 0.73% | +3K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($9.225643925091423e+39T)
Unknown0.0% ($3.124260422641001e+27T)
Consumer Cyclical0.0% ($22481346654529.4T)
Healthcare0.0% ($711573490379.3T)
Industrials0.0% ($1171581578.6T)
Consumer Defensive0.0% ($11151009.4T)
Communication Services0.0% ($29192.6T)
Utilities0.0% ($549.5M)
Basic Materials0.0% ($26.5M)
Real Estate0.0% ($276K)
Energy0.0% ($233K)
Filing History
Fund Information
Schneider Downs Wealth Management Advisors, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $887.1M across 156 holdings. The largest position is FEDERATED HERMES INC (FHI), representing 15.6% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.