Schneider Downs Wealth Management Advisors, LP Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$668.8M
Holdings
146
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (146 positions)
| Stock | Value |
|---|---|
SPDWSPDR INDEX SHS FDS | $68.0M |
VOVANGUARD INDEX FDS | $67.1M |
SCHGSCHWAB STRATEGIC TR | $47.9M |
MMITNEW YORK LIFE INVTS ACTIVE E | $43.8M |
SCHXSCHWAB STRATEGIC TR | $37.9M |
IEMGISHARES INC | $34.8M |
MUBISHARES TR | $29.7M |
VNLAJANUS DETROIT STR TR | $25.3M |
IJTISHARES TR | $20.2M |
IWFISHARES TR | $19.0M |
JPIEJ P MORGAN EXCHANGE TRADED F | $15.4M |
VEAVANGUARD TAX-MANAGED FDS | $14.1M |
SCHMSCHWAB STRATEGIC TR | $12.5M |
FBNDFIDELITY MERRIMACK STR TR | $11.9M |
VOOVANGUARD INDEX FDS | $11.8M |
IJRISHARES TR | $11.1M |
MSFTMICROSOFT CORP | $11.1M |
FTRBFEDERATED HERMES ETF TRUST | $10.2M |
VBKVANGUARD INDEX FDS | $9.0M |
MMINNEW YORK LIFE INVTS ACTIVE E | $8.5M |
SCHVSCHWAB STRATEGIC TR | $8.2M |
VTEBVANGUARD MUN BD FDS | $8.1M |
EFAISHARES TR | $7.6M |
SPYSPDR S&P 500 ETF TR | $7.1M |
IWRISHARES TR | $6.9M |
AAPLAPPLE INC | $5.6M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $4.8M |
FHIFEDERATED HERMES INC | $3.5M |
IVVISHARES TR | $3.4M |
RJFRAYMOND JAMES FINL INC | $3.3M |
PRCHPORCH GROUP INC | $3.3M |
AQLTISHARES TR | $2.9M |
IVWISHARES TR | $2.9M |
VONGVANGUARD SCOTTSDALE FDS | $2.9M |
SCHFSCHWAB STRATEGIC TR | $2.7M |
SPYMSPDR SERIES TRUST | $2.6M |
DSIISHARES TR | $2.5M |
VBRVANGUARD INDEX FDS | $2.4M |
SCHESCHWAB STRATEGIC TR | $2.4M |
PNCPNC FINL SVCS GROUP INC | $2.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.2M |
IVEISHARES TR | $2.1M |
DFACDIMENSIONAL ETF TRUST | $2.1M |
GQ9SPDR GOLD TR | $2.0M |
VTIVANGUARD INDEX FDS | $2.0M |
ETNEATON CORP PLC | $2.0M |
BNBROOKFIELD CORP | $2.0M |
VBVANGUARD INDEX FDS | $1.9M |
JPMJPMORGAN CHASE & CO. | $1.9M |
XOMEXXON MOBIL CORP | $1.7M |
JGROJ P MORGAN EXCHANGE TRADED F | $1.7M |
CBZCBIZ INC | $1.7M |
AKXANSYS INC | $1.7M |
IJHISHARES TR | $1.4M |
GOOGLALPHABET INC | $1.3M |
ESGDISHARES TR | $1.3M |
AMZNAMAZON COM INC | $1.2M |
SCHASCHWAB STRATEGIC TR | $1.2M |
RELYREMITLY GLOBAL INC | $1.2M |
SUSBISHARES TR | $1.1M |
VNQVANGUARD INDEX FDS | $1.0M |
IJJISHARES TR | $956K |
IJKISHARES TR | $950K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $948K |
GOOGALPHABET INC | $934K |
VVISA INC | $925K |
VONVVANGUARD SCOTTSDALE FDS | $921K |
IJSISHARES TR | $878K |
NDQINVESCO QQQ TR | $878K |
TJXTJX COS INC NEW | $870K |
SUSCISHARES TR | $850K |
METAMETA PLATFORMS INC | $838K |
NFLXNETFLIX INC | $820K |
ORCLORACLE CORP | $805K |
NVDANVIDIA CORPORATION | $794K |
AMGNAMGEN INC | $753K |
GDXVANECK ETF TRUST | $741K |
COSTCOSTCO WHSL CORP NEW | $736K |
WMTWALMART INC | $735K |
MDYGSPDR SERIES TRUST | $689K |
IWMISHARES TR | $675K |
EFGISHARES TR | $659K |
DONSPDR DOW JONES INDL AVERAGE | $644K |
XLESELECT SECTOR SPDR TR | $628K |
UBERUBER TECHNOLOGIES INC | $619K |
IWOISHARES TR | $612K |
SCHZSCHWAB STRATEGIC TR | $591K |
ESGEISHARES INC | $533K |
TRSTRIMAS CORP | $528K |
MCDMCDONALDS CORP | $528K |
FMNBFARMERS NATIONAL BANC CORP | $511K |
MFCMANULIFE FINL CORP | $506K |
BIPBROOKFIELD INFRAST PARTNERS | $504K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $499K |
IJULINNOVATOR ETFS TRUST | $493K |
IBMINTERNATIONAL BUSINESS MACHS | $460K |
XLKSELECT SECTOR SPDR TR | $455K |
NEENEXTERA ENERGY INC | $450K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $442K |
GTOINVESCO ACTIVELY MANAGED EXC | $440K |
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