CIK 1665359
Schneider Downs Wealth Management Advisors, LP
Institutional 13F holdings & portfolio
Holdings
156
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 156
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | 2.7M | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 1.8M | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 243K | $1M+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 2.4M | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| IEMG | ISHARES INC | 620K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| MUB | ISHARES TR | 341K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 709K | $1M+ | SH |
| IJT | ISHARES TR | 160K | $1M+ | SH |
| IWF | ISHARES TR | 41K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 412K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 326K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 219K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 448K | $1M+ | SH |
| IJR | ISHARES TR | 102K | $1M+ | SH |
| FTRB | FEDERATED HERMES ETF TRUST | 455K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| AAPL | APPLE INC | 34K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 292K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 11K | $1M+ | SH |
| IWR | ISHARES TR | 79K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 150K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 13K | $1M+ | SH |
| EFA | ISHARES TR | 61K | $1M+ | SH |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 66K | $1M+ | SH |
| FEGE | RBB FUND TRUST | 91K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 22K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 26K | $1M+ | SH |
| IVW | ISHARES TR | 26K | $1M+ | SH |
| IEFA | ISHARES TR | 35K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 121K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| DSI | ISHARES TR | 22K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 35K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | 111K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| PRCH | PORCH GROUP INC | 275K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 12K | $1M+ | SH |
| IVE | ISHARES TR | 11K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| AMZN | AMAZON COM INC | 10K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| BN | BROOKFIELD CORP | 48K | $1M+ | SH |