Schneider Downs Wealth Management Advisors, LP
Q2 2026 13F filing
Updated 36 days ago177 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FMN FEDERATED HERMES INC | $196.1M | 3.55M | 18.43% | Added(+30.2%) |
| 2 | S STT-PG SPDR INDEX SHS FDS | $91.8M | 1.82M | 8.63% | Added(+1.0%) |
| 3 | V VGES VANGUARD INDEX FDS | $80.9M | 1.00M | 7.60% | Added(+308.3%) |
| 4 | M MMD NEW YORK LIFE INVTS ACTIVE E | $64.8M | 2.66M | 6.09% | Added(+3.1%) |
| 5 | S SCHW-PJ SCHWAB STRATEGIC TR | $56.9M | 1.68M | 5.34% | Added(+2.4%) |
| 6 | E ETHA ISHARES INC | $54.1M | 652.7K | 5.08% | Added(+1.7%) |
| 7 | S SCHW-PJ SCHWAB STRATEGIC TR | $42.2M | 1.43M | 3.97% | Added(+0.5%) |
| 8 | E ETHA ISHARES TR | $41.2M | 382.5K | 3.87% | Added(+6.1%) |
| 9 | ? N/A JANUS DETROIT STR TR | $32.7M | 669.2K | 3.07% | Added(+4.0%) |
| 10 | E ETHA ISHARES TR | $30.3M | 169.5K | 2.84% | Added(+3.3%) |
| 11 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $24.6M | 533.1K | 2.31% | Added(+12.7%) |
| 12 | E ETHA ISHARES TR | $20.7M | 166.5K | 1.94% | Added(+302.2%) |
| 13 | F FIS FIDELITY MERRIMACK STR TR | $17.1M | 377.0K | 1.61% | Added(+5.6%) |
| 14 | S SCHW-PJ SCHWAB STRATEGIC TR | $16.7M | 451.8K | 1.57% | Trimmed(-1.8%) |
| 15 | V VGES VANGUARD TAX-MANAGED FDS | $16M | 225.0K | 1.51% | Added(+2.9%) |
| 16 | V VGES VANGUARD INDEX FDS | $15.2M | 22.1K | 1.43% | Trimmed(-3.2%) |
| 17 | F FMN FEDERATED HERMES ETF TRUST | $14.5M | 578.5K | 1.36% | Added(+11.3%) |
| 18 | E ETHA ISHARES TR | $14.4M | 97.3K | 1.36% | Trimmed(-3.9%) |
| 19 | T THQ VANGUARD INDEX FDS | $12.1M | 33.1K | 1.14% | Trimmed(-2.5%) |
| 20 | A AAPL APPLE INC | $10.6M | 36.8K | 1.00% | Added(+9.1%) |
| 21 | S SCHW-PJ SCHWAB STRATEGIC TR | $9.9M | 285.4K | 0.93% | Trimmed(-1.9%) |
| 22 | M MSFT MICROSOFT CORP | $9.5M | 25.4K | 0.89% | Added(+100.2%) |
| 23 | S SPY STATE STR SPDR S&P 500 ETF T | $8.4M | 11.2K | 0.79% | Trimmed(-1.3%) |
| 24 | E ETHA ISHARES TR | $8.2M | 74.4K | 0.77% | Trimmed(-4.2%) |
| 25 | V VGES VANGUARD MUN BD FDS | $7.1M | 141.1K | 0.67% | Trimmed(-4.2%) |
| 26 | E ETHA ISHARES TR | $6.4M | 61.1K | 0.60% | Added(+0.2%) |
| 27 | ? N/A RBB FUND TRUST | $5.9M | 120.0K | 0.55% | Added(+11.6%) |
| 28 | H HTD JOHN HANCOCK EXCHANGE TRADED | $5.8M | 64.6K | 0.54% | Trimmed(-1.9%) |
| 29 | E ETHA ISHARES TR | $5.5M | 7.4K | 0.52% | Added(+23.9%) |
| 30 | V VGES VANGUARD INDEX FDS | $4.3M | 17.8K | 0.41% | Added(+34.6%) |
| 31 | ? N/A PORCH GROUP INC | $4.1M | 274.2K | 0.39% | Unchanged |
| 32 | E ETHA ISHARES TR | $3.8M | 39.1K | 0.36% | Added(+12.1%) |
| 33 | G GOOGN ALPHABET INC | $3.6M | 10.1K | 0.34% | Added(+8.3%) |
| 34 | E ETHA ISHARES TR | $3.5M | 25.3K | 0.33% | Trimmed(-1.3%) |
| 35 | R RJF RAYMOND JAMES FINL INC | $3.3M | 21.8K | 0.31% | Added(+1.4%) |
| 36 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.3M | 119.6K | 0.31% | Trimmed(-0.4%) |
| 37 | V VGES VANGUARD SCOTTSDALE FDS | $3.2M | 25.1K | 0.30% | Trimmed(-4.0%) |
| 38 | E ETHA ISHARES TR | $3.1M | 21.9K | 0.29% | Unchanged |
| 39 | S STT-PG SPDR SERIES TRUST | $3M | 34.6K | 0.29% | Unchanged |
| 40 | P PNC PNC FINL SVCS GROUP INC | $3M | 12.2K | 0.28% | Added(+3.2%) |
| 41 | G GOOGN ALPHABET INC | $2.9M | 8.3K | 0.28% | Trimmed(-0.4%) |
| 42 | J JPM-PM JPMORGAN CHASE & CO | $2.9M | 8.9K | 0.27% | Added(+0.1%) |
| 43 | V VGES VANGUARD INDEX FDS | $2.8M | 7.6K | 0.27% | Added(+12.4%) |
| 44 | G GLD SPDR GOLD TR | $2.8M | 7.5K | 0.26% | Added(+10.7%) |
| 45 | M MMD NEW YORK LIFE INVTS ACTIVE E | $2.8M | 113.9K | 0.26% | Added(+0.9%) |
| 46 | A AMZN AMAZON COM INC | $2.6M | 10.8K | 0.24% | Added(+10.0%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 57.8K | 0.24% | Unchanged |
| 48 | V VGES VANGUARD INDEX FDS | $2.5M | 8.4K | 0.24% | Added(+3.5%) |
| 49 | E ETHA ISHARES TR | $2.5M | 10.9K | 0.23% | Unchanged |
| 50 | X XOM EXXON MOBIL CORP | $2.3M | 16.9K | 0.22% | Added(+766.3%) |