Schneider Downs Wealth Management Advisors, Lp Portfolio Stock Holdings
Schneider Downs Wealth Management Advisors, Lp disclosed 156 stock positions valued at approximately $906.8 million in its latest SEC 13F filing. The largest holdings include FEDERATED HERMES INC, SPDR INDEX SHS FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 156
- Portfolio Value
- $906.8M
Holdings by Sector
Schneider Downs Wealth Management Advisors, Lp Portfolio Holdings in Q1 2026
153 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FEDERATED HERMES INC | FHI | Financial Services | 17.06% | 2,727,878 | +65,025 | +2.44% | $154,697,962 |
| SPDR INDEX SHS FDS | SPDW | Other | 9.08% | 1,804,741 | +30,650 | +1.73% | $82,386,428 |
| VANGUARD INDEX FDS | VO | Other | 7.79% | 246,030 | +3,468 | +1.43% | $70,654,880 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 6.86% | 2,579,517 | +153,128 | +6.31% | $62,179,254 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.27% | 1,640,662 | +31,378 | +1.95% | $47,792,478 |
| ISHARES INC | IEMG | Other | 4.93% | 641,602 | +21,685 | +3.50% | $44,751,739 |
| ISHARES TR | MUB | Other | 4.22% | 360,475 | +19,738 | +5.79% | $38,264,451 |
| SCHWAB STRATEGIC TR | SCHX | Other | 4.04% | 1,427,777 | +7,329 | +0.52% | $36,608,207 |
| JANUS DETROIT STR TR | VNLA | Other | 3.47% | 643,344 | -65,217 | -9.20% | $31,433,803 |
| ISHARES TR | IJT | Other | 2.62% | 164,021 | +4,505 | +2.82% | $23,735,530 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.40% | 473,032 | +61,420 | +14.92% | $21,792,598 |
| ISHARES TR | IWF | Other | 1.95% | 41,409 | +225 | +0.55% | $17,656,625 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.80% | 356,925 | +30,747 | +9.43% | $16,282,939 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.57% | 460,298 | +11,821 | +2.64% | $14,250,831 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.54% | 218,620 | -807 | -0.37% | $14,009,172 |
| VANGUARD INDEX FDS | VOO | Other | 1.51% | 22,843 | +141 | +0.62% | $13,649,687 |
| ISHARES TR | IJR | Other | 1.39% | 101,258 | -960 | -0.94% | $12,587,334 |
| VANGUARD INDEX FDS | VBK | Other | 1.13% | 33,972 | +579 | +1.73% | $10,267,941 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.98% | 290,865 | -1,454 | -0.50% | $8,871,390 |
| APPLE INC | AAPL | Technology | 0.94% | 33,719 | -217 | -0.64% | $8,557,666 |
| ISHARES TR | IWR | Other | 0.83% | 77,633 | -1,089 | -1.38% | $7,548,302 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.81% | 11,343 | +93 | +0.83% | $7,376,576 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.81% | 147,287 | -2,918 | -1.94% | $7,348,149 |
| ISHARES TR | EFA | Other | 0.65% | 61,020 | -160 | -0.26% | $5,926,839 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 0.57% | 65,873 | -90 | -0.14% | $5,155,897 |
| RBB FUND TRUST | 75526L886 | Other | 0.56% | 107,559 | +16,283 | +17.84% | $5,055,257 |
| MICROSOFT CORP | MSFT | Technology | 0.52% | 12,707 | -607 | -4.56% | $4,703,819 |
| ISHARES TR | IVV | Other | 0.43% | 5,936 | +56 | +0.95% | $3,877,393 |
| ISHARES TR | IEFA | Other | 0.35% | 34,929 | - | - | $3,162,106 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.34% | 21,546 | -42 | -0.19% | $3,119,646 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.33% | 120,079 | -528 | -0.44% | $2,971,944 |
| SPDR GOLD TR | GLD | Other | 0.32% | 6,802 | +231 | +3.52% | $2,926,833 |
| ISHARES TR | IVW | Other | 0.32% | 25,616 | - | - | $2,897,426 |
| VANGUARD INDEX FDS | VBR | Other | 0.32% | 13,243 | +291 | +2.25% | $2,877,039 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.32% | 26,116 | - | - | $2,864,665 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 9,332 | +5 | +0.05% | $2,683,483 |
| NEW YORK LIFE INVTS ACTIVE E | MMIN | Other | 0.30% | 112,890 | +1,963 | +1.77% | $2,676,622 |
| ISHARES TR | DSI | Other | 0.29% | 21,863 | - | - | $2,649,577 |
| SPDR SERIES TRUST | SPLG | Other | 0.29% | 34,566 | -248 | -0.71% | $2,645,683 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 8,876 | -115 | -1.28% | $2,611,029 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.27% | 11,817 | -2 | -0.02% | $2,459,000 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 8,380 | +65 | +0.78% | $2,403,893 |
| ISHARES TR | IVE | Other | 0.25% | 10,893 | - | - | $2,300,057 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.25% | 57,831 | - | - | $2,247,313 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.24% | 66,603 | +5,093 | +8.28% | $2,194,565 |
| VANGUARD INDEX FDS | VTI | Other | 0.24% | 6,790 | +137 | +2.06% | $2,178,300 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.24% | 3 | - | - | $2,154,420 |
| VANGUARD INDEX FDS | VB | Other | 0.23% | 8,085 | -62 | -0.76% | $2,117,624 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.23% | 9,863 | +120 | +1.23% | $2,054,211 |
| PORCH GROUP INC | PRCH | Technology | 0.22% | 274,216 | -600 | -0.22% | $1,966,129 |
| BROOKFIELD CORP | BN | Financial Services | 0.22% | 48,234 | - | - | $1,952,030 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.20% | 21,354 | +1,469 | +7.39% | $1,804,866 |
| ISHARES TR | IJH | Other | 0.18% | 24,030 | +123 | +0.51% | $1,622,746 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.15% | 8,761 | -2 | -0.02% | $1,399,132 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.15% | 46,984 | -280 | -0.59% | $1,366,295 |
| ISHARES TR | ESGD | Other | 0.15% | 14,239 | +192 | +1.37% | $1,361,534 |
| NVIDIA CORPORATION | NVDA | Technology | 0.15% | 7,727 | +99 | +1.30% | $1,347,594 |
| VANECK ETF TRUST | GDX | Other | 0.15% | 14,670 | +421 | +2.95% | $1,346,266 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 10,006 | -6 | -0.06% | $1,243,546 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 1,171 | - | - | $1,166,820 |
| ISHARES TR | IJJ | Other | 0.12% | 8,058 | +243 | +3.11% | $1,067,685 |
| ISHARES TR | IJK | Other | 0.12% | 10,589 | - | - | $1,065,466 |
| VANGUARD INDEX FDS | VNQ | Other | 0.11% | 11,629 | +33 | +0.28% | $1,031,518 |
| ISHARES TR | SUSB | Other | 0.11% | 41,042 | -1,610 | -3.77% | $1,028,707 |
| META PLATFORMS INC | META | Communication Services | 0.11% | 1,760 | +465 | +35.91% | $1,007,041 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.11% | 10,528 | -61 | -0.58% | $986,895 |
| REMITLY GLOBAL INC | RELY | Technology | 0.11% | 62,848 | - | - | $984,829 |
| VISA INC | V | Financial Services | 0.11% | 3,172 | -4 | -0.13% | $958,706 |
| INVESCO QQQ TR | QQQ | Other | 0.10% | 1,621 | -7 | -0.43% | $935,694 |
| ISHARES TR | IJS | Other | 0.10% | 7,840 | +7 | +0.09% | $928,609 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.10% | 14,814 | - | - | $907,516 |
| ISHARES TR | IWM | Other | 0.10% | 3,642 | - | - | $903,216 |
| ISHARES TR | SUSC | Other | 0.10% | 38,307 | +554 | +1.47% | $886,336 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 3,436 | -4 | -0.12% | $839,954 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.09% | 14,770 | +2,341 | +18.83% | $779,266 |
| SPDR SERIES TRUST | MDYG | Other | 0.08% | 7,939 | - | - | $761,827 |
| CATERPILLAR INC | CAT | Industrials | 0.08% | 1,015 | - | - | $719,087 |
| TRIMAS CORP | TRS | Consumer Cyclical | 0.07% | 18,474 | - | - | $663,956 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.07% | 1,419 | - | - | $657,267 |
| BROADCOM INC | AVGO | Technology | 0.07% | 2,104 | -497 | -19.11% | $651,210 |
| RTX CORPORATION | RTX | Industrials | 0.07% | 3,301 | +158 | +5.03% | $636,763 |
| EATON CORP PLC | ETN | Other | 0.07% | 1,780 | -35 | -1.93% | $636,653 |
| ISHARES INC | ESGE | Other | 0.07% | 13,982 | +361 | +2.65% | $635,762 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.07% | 6,832 | -7 | -0.10% | $634,520 |
| CBIZ INC | CBZ | Industrials | 0.07% | 23,215 | - | - | $623,323 |
| ISHARES TR | EFG | Other | 0.07% | 5,471 | -499 | -8.36% | $609,306 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.06% | 25,182 | - | - | $584,727 |
| NETFLIX INC. | NFLX | Communication Services | 0.06% | 5,960 | -17 | -0.28% | $573,054 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.06% | 7,840 | +997 | +14.57% | $563,941 |
| MANULIFE FINL CORP | MFC | Financial Services | 0.06% | 15,840 | - | - | $545,530 |
| ABBVIE INC | ABBV | Healthcare | 0.06% | 2,505 | -6 | -0.24% | $544,813 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.06% | 1,135 | - | - | $544,094 |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | Other | 0.06% | 15,057 | - | - | $543,859 |
| ORACLE CORP | ORCL | Technology | 0.06% | 3,686 | -6 | -0.16% | $542,248 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 1,730 | -1 | -0.06% | $537,667 |
| AMGEN INC | AMGN | Healthcare | 0.06% | 1,500 | - | - | $527,775 |
| INNOVATOR ETFS TRUST | IJUL | Other | 0.06% | 15,436 | - | - | $520,967 |
| NUSHARES ETF TR | NUSC | Other | 0.05% | 10,482 | +284 | +2.78% | $472,319 |
| FEDERATED HERMES ETF TRUST | FDV | Other | 0.05% | 15,242 | - | - | $469,454 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.05% | 3,444 | - | - | $457,755 |