Schneider Downs Wealth Management Advisors, LP Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$842.7M
Holdings
148
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
FHIFEDERATED HERMES INC | $138.0M |
SPDWSPDR INDEX SHS FDS | $73.8M |
VOVANGUARD INDEX FDS | $70.0M |
MMITNEW YORK LIFE INVTS ACTIVE E | $54.5M |
SCHGSCHWAB STRATEGIC TR | $51.2M |
IEMGISHARES INC | $39.4M |
SCHXSCHWAB STRATEGIC TR | $37.1M |
MUBISHARES TR | $33.4M |
VNLAJANUS DETROIT STR TR | $26.3M |
IJTISHARES TR | $22.3M |
IWFISHARES TR | $19.4M |
JPIEJ P MORGAN EXCHANGE TRADED F | $17.0M |
FBNDFIDELITY MERRIMACK STR TR | $13.9M |
VEAVANGUARD TAX-MANAGED FDS | $13.1M |
SCHMSCHWAB STRATEGIC TR | $13.1M |
VOOVANGUARD INDEX FDS | $12.7M |
IJRISHARES TR | $12.0M |
FTRBFEDERATED HERMES ETF TRUST | $10.7M |
VBKVANGUARD INDEX FDS | $9.8M |
SCHVSCHWAB STRATEGIC TR | $8.5M |
SPYSPDR S&P 500 ETF TR | $7.6M |
VTEBVANGUARD MUN BD FDS | $7.6M |
AAPLAPPLE INC | $7.4M |
IWRISHARES TR | $7.3M |
EFAISHARES TR | $5.7M |
MSFTMICROSOFT CORP | $5.6M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $5.0M |
PRCHPORCH GROUP INC | $4.6M |
RJFRAYMOND JAMES FINL INC | $3.7M |
IVVISHARES TR | $3.6M |
FEGERBB FUND TRUST | $3.3M |
VONGVANGUARD SCOTTSDALE FDS | $3.1M |
IVWISHARES TR | $3.1M |
SCHFSCHWAB STRATEGIC TR | $2.8M |
DSIISHARES TR | $2.8M |
SPYMSPDR SERIES TRUST | $2.7M |
VBRVANGUARD INDEX FDS | $2.7M |
AQLTISHARES TR | $2.7M |
MMINNEW YORK LIFE INVTS ACTIVE E | $2.6M |
PNCPNC FINL SVCS GROUP INC | $2.4M |
GQ9SPDR GOLD TR | $2.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.3M |
IVEISHARES TR | $2.2M |
DFACDIMENSIONAL ETF TRUST | $2.2M |
JPMJPMORGAN CHASE & CO. | $2.2M |
BNBROOKFIELD CORP | $2.2M |
VTIVANGUARD INDEX FDS | $2.2M |
SCHESCHWAB STRATEGIC TR | $2.1M |
GOOGLALPHABET INC | $2.1M |
VBVANGUARD INDEX FDS | $2.0M |
XOMEXXON MOBIL CORP | $1.9M |
JGROJ P MORGAN EXCHANGE TRADED F | $1.9M |
AMZNAMAZON COM INC | $1.5M |
IJHISHARES TR | $1.5M |
NVDANVIDIA CORPORATION | $1.4M |
SCHASCHWAB STRATEGIC TR | $1.3M |
ESGDISHARES TR | $1.3M |
GOOGALPHABET INC | $1.3M |
CBZCBIZ INC | $1.2M |
SUSBISHARES TR | $1.1M |
GDXVANECK ETF TRUST | $1.1M |
VVISA INC | $1.1M |
VNQVANGUARD INDEX FDS | $1.1M |
ORCLORACLE CORP | $1.0M |
RELYREMITLY GLOBAL INC | $1.0M |
TJXTJX COS INC NEW | $1.0M |
IJJISHARES TR | $1.0M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $1.0M |
IJKISHARES TR | $1.0M |
IJSISHARES TR | $978K |
VONVVANGUARD SCOTTSDALE FDS | $966K |
NDQINVESCO QQQ TR | $931K |
METAMETA PLATFORMS INC | $918K |
SUSCISHARES TR | $916K |
WMTWALMART INC | $775K |
AMGNAMGEN INC | $761K |
IWMISHARES TR | $748K |
MDYGSPDR SERIES TRUST | $726K |
COSTCOSTCO WHSL CORP NEW | $714K |
NFLXNETFLIX INC | $714K |
TRSTRIMAS CORP | $713K |
ETNEATON CORP PLC | $679K |
DONSPDR DOW JONES INDL AVERAGE | $677K |
UBERUBER TECHNOLOGIES INC | $670K |
EFGISHARES TR | $670K |
XLESELECT SECTOR SPDR TR | $661K |
ESGEISHARES INC | $591K |
SCHZSCHWAB STRATEGIC TR | $591K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $582K |
FMNBFARMERS NATIONAL BANC CORP | $534K |
6RJ0ROCKET LAB CORP | $527K |
MCDMCDONALDS CORP | $525K |
NEENEXTERA ENERGY INC | $515K |
XLKSELECT SECTOR SPDR TR | $507K |
IJULINNOVATOR ETFS TRUST | $504K |
JNJJOHNSON & JOHNSON | $498K |
BIPBROOKFIELD INFRAST PARTNERS | $495K |
MFCMANULIFE FINL CORP | $493K |
HDHOME DEPOT INC | $481K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $470K |
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