Schneider Downs Wealth Management Advisors, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Schneider Downs Wealth Management Advisors, Lp disclosed 177 stock positions valued at approximately $1.06B as of quarter-end June 30, 2026. The largest holdings include FEDERATED HERMES INC, SPDR INDEX SHS FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 177
- Portfolio Value
- $1.06B
Holdings by Sector
Schneider Downs Wealth Management Advisors, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FEDERATED HERMES INC | FHI | Financial Services | 18.43% | 3,551,578 | +823,700 | +30.20% | $196,118,138 |
| SPDR INDEX SHS FDS | SPDW | Other | 8.63% | 1,822,730 | +17,989 | +1.00% | $91,847,379 |
| VANGUARD INDEX FDS | VO | Other | 7.60% | 1,004,416 | +758,386 | +308.25% | $80,925,832 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 6.09% | 2,659,925 | +80,408 | +3.12% | $64,769,183 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.34% | 1,680,065 | +39,403 | +2.40% | $56,853,395 |
| ISHARES INC | IEMG | Other | 5.08% | 652,670 | +11,068 | +1.73% | $54,067,217 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.97% | 1,434,461 | +6,684 | +0.47% | $42,216,200 |
| ISHARES TR | MUB | Other | 3.87% | 382,510 | +22,035 | +6.11% | $41,165,767 |
| JANUS DETROIT STR TR | VNLA | Other | 3.07% | 669,210 | +25,866 | +4.02% | $32,700,944 |
| ISHARES TR | IJT | Other | 2.84% | 169,475 | +5,454 | +3.33% | $30,268,204 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.31% | 533,150 | +60,118 | +12.71% | $24,551,579 |
| ISHARES TR | IWF | Other | 1.94% | 166,537 | +125,128 | +302.18% | $20,678,849 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.61% | 376,993 | +20,068 | +5.62% | $17,149,431 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.57% | 451,823 | -8,475 | -1.84% | $16,658,721 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.51% | 224,996 | +6,376 | +2.92% | $16,030,952 |
| VANGUARD INDEX FDS | VOO | Other | 1.43% | 22,119 | -724 | -3.17% | $15,191,417 |
| FEDERATED HERMES ETF TRUST | FTRB | Other | 1.36% | 578,474 | +58,759 | +11.31% | $14,516,798 |
| ISHARES TR | IJR | Other | 1.36% | 97,291 | -3,967 | -3.92% | $14,429,183 |
| VANGUARD INDEX FDS | VBK | Other | 1.14% | 33,134 | -838 | -2.47% | $12,117,242 |
| APPLE INC | AAPL | Technology | 1.00% | 36,791 | +3,072 | +9.11% | $10,645,703 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.93% | 285,387 | -5,478 | -1.88% | $9,934,339 |
| MICROSOFT CORP | MSFT | Technology | 0.89% | 25,438 | +12,731 | +100.19% | $9,488,984 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.79% | 11,195 | -148 | -1.30% | $8,359,943 |
| ISHARES TR | IWR | Other | 0.77% | 74,389 | -3,244 | -4.18% | $8,206,646 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.67% | 141,089 | -6,198 | -4.21% | $7,136,282 |
| ISHARES TR | EFA | Other | 0.60% | 61,137 | +117 | +0.19% | $6,350,886 |
| RBB FUND TRUST | 75526L886 | Other | 0.55% | 120,030 | +12,471 | +11.59% | $5,871,851 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 0.54% | 64,641 | -1,232 | -1.87% | $5,764,720 |
| ISHARES TR | IVV | Other | 0.52% | 7,353 | +1,417 | +23.87% | $5,506,857 |
| VANGUARD INDEX FDS | VBR | Other | 0.41% | 17,820 | +4,577 | +34.56% | $4,329,974 |
Showing 30 of 177 holdings in the latest reporting period.