Schneider Downs Wealth Management Q3 2026 Portfolio Activity

During the third quarter of 2026, Schneider Downs Wealth Management Advisors Lp experienced substantial shifts within its portfolio. The firm's total assets under management reached $1.05 billion as of June 30th.

The investor demonstrated strong buying activity in several areas this quarter:

• Vanguard Index Shares (VO): This ETF saw a massive increase, with shares rising by over 764,000 units and experiencing an unprecedented +308.25% change from the previous period.
• Schwab Strategic Trust ETF (SCHG): The firm added significantly to this holding, increasing its stake by approximately 39,400 shares or about +2.4%, representing a portfolio allocation of roughly $56.8 million.

Additionally:

• SCHWAB STRATEGIC TR (SCHX): The firm maintained its position in this ETF, which accounts for approximately 3.97% of the portfolio value.
• FEDERATED HERMES INC (FHI): This Financial Services holding increased by +0.3 million shares or about +30.2%, boosting its weight to nearly $196 million, representing a significant allocation of 18.43%.

Conversely, the investor also made notable adjustments and exits:

• JANUS DETROIT STR TR (VNLA): The firm slightly increased its stake in this holding by +25,866 shares.
• No such activity is disclosed for other sectors like Technology or Communication Services where holdings remained static according to the available data.

The portfolio also saw changes in existing positions:

• New York Life Invests Active E (MMIT): The investor slightly increased its stake here by +80,408 shares or about +3.12%.

Furthermore, the investor added new positions this quarter:

• PARK-OHIO HLDGS CORP (PKOH): This Industrials holding was newly acquired by the firm.
• TRILOGY METALS INC NEW (TMQ): The investor initiated a position in this Basic Materials stock, though it remains very small at just $0.07 million.