Schneider Downs Wealth Management Advisors, Lp Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Schneider Downs Wealth Management Advisors, Lp disclosed 181 stock positions valued at approximately $1.08B as of quarter-end September 30, 2026. The largest holdings include FEDERATED HERMES INC, SPDR INDEX SHS FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 181
- Portfolio Value
- $1.08B
Holdings by Sector
Schneider Downs Wealth Management Advisors, Lp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FEDERATED HERMES INC | FHI | Financial Services | 18.36% | 3,507,785 | -43,793 | -1.23% | $197,733,841 |
| SPDR INDEX SHS FDS | SPDW | Other | 8.63% | 1,851,293 | +28,563 | +1.57% | $92,953,412 |
| VANGUARD INDEX FDS | VO | Other | 7.30% | 1,002,058 | -2,358 | -0.23% | $78,581,395 |
| NYLIM ACTIVE ETF TR | MMIT | Other | 5.63% | 2,650,672 | -9,253 | -0.35% | $60,647,387 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.62% | 1,685,014 | +4,949 | +0.29% | $60,542,539 |
| ISHARES INC | IEMG | Other | 4.95% | 657,078 | +4,408 | +0.68% | $53,328,418 |
| SCHWAB STRATEGIC TR | SCHX | Other | 4.07% | 1,460,698 | +26,237 | +1.83% | $43,820,945 |
| JANUS DETROIT STR TR | VNLA | Other | 3.73% | 827,602 | +158,392 | +23.67% | $40,188,348 |
| ISHARES TR | MUB | Other | 3.57% | 379,930 | -2,580 | -0.67% | $38,410,887 |
| ISHARES TR | IJT | Other | 2.57% | 172,527 | +3,052 | +1.80% | $27,661,208 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.45% | 587,198 | +54,048 | +10.14% | $26,359,307 |
| ISHARES TR | IWF | Other | 1.92% | 165,424 | -1,113 | -0.67% | $20,720,960 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.59% | 395,583 | +18,590 | +4.93% | $17,128,746 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.49% | 226,723 | +1,727 | +0.77% | $16,008,910 |
| VANGUARD INDEX FDS | VOO | Other | 1.48% | 22,726 | +607 | +2.74% | $15,927,504 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.45% | 459,048 | +7,225 | +1.60% | $15,616,830 |
| FEDERATED HERMES ETF TRUST | FTRB | Other | 1.36% | 610,130 | +31,656 | +5.47% | $14,612,620 |
| MICROSOFT CORP | MSFT | Technology | 1.27% | 26,685 | +1,247 | +4.90% | $13,686,664 |
| ISHARES TR | IJR | Other | 1.25% | 99,251 | +1,960 | +2.01% | $13,502,058 |
| APPLE INC | AAPL | Technology | 1.21% | 38,976 | +2,185 | +5.94% | $12,979,872 |
| VANGUARD INDEX FDS | VBK | Other | 1.00% | 32,002 | -1,132 | -3.42% | $10,811,233 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.83% | 267,928 | -17,459 | -6.12% | $8,924,693 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.77% | 10,842 | -353 | -3.15% | $8,268,547 |
| ISHARES TR | IWR | Other | 0.73% | 74,139 | -250 | -0.34% | $7,911,422 |
| RBB FUND TRUST | 75526L886 | Other | 0.65% | 139,199 | +19,169 | +15.97% | $6,986,381 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.59% | 134,024 | -7,065 | -5.01% | $6,347,377 |
| ISHARES TR | EFA | Other | 0.58% | 60,593 | -544 | -0.89% | $6,294,981 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 0.56% | 67,538 | +2,897 | +4.48% | $6,019,698 |
| ISHARES TR | IVV | Other | 0.51% | 7,221 | -132 | -1.80% | $5,530,390 |
| PORCH GROUP INC | PRCH | Technology | 0.43% | 275,226 | +1,010 | +0.37% | $4,585,266 |
Showing 30 of 181 holdings in the latest reporting period.