Schneider Downs Wealth Management Advisors, LP
Q3 2026 13F filing
Updated 9 days ago181 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FEDERATED HERMES INC | $197.7M | 3.51M | 18.36% | Trimmed(-1.2%) |
| 2 | S SPDR INDEX SHS FDS | $93M | 1.85M | 8.63% | Added(+1.6%) |
| 3 | V VANGUARD INDEX FDS | $78.6M | 1.00M | 7.30% | Trimmed(-0.2%) |
| 4 | M NYLIM ACTIVE ETF TR | $60.6M | 2.65M | 5.63% | Trimmed(-0.3%) |
| 5 | S SCHWAB STRATEGIC TR | $60.5M | 1.69M | 5.62% | Added(+0.3%) |
| 6 | E ISHARES INC | $53.3M | 657.1K | 4.95% | Added(+0.7%) |
| 7 | S SCHWAB STRATEGIC TR | $43.8M | 1.46M | 4.07% | Added(+1.8%) |
| 8 | ? N/A JANUS DETROIT STR TR | $40.2M | 827.6K | 3.73% | Added(+23.7%) |
| 9 | E ISHARES TR | $38.4M | 379.9K | 3.57% | Trimmed(-0.7%) |
| 10 | E ISHARES TR | $27.7M | 172.5K | 2.57% | Added(+1.8%) |
| 11 | J J P MORGAN EXCHANGE TRADED F | $26.4M | 587.2K | 2.45% | Added(+10.1%) |
| 12 | E ISHARES TR | $20.7M | 165.4K | 1.92% | Trimmed(-0.7%) |
| 13 | F FIDELITY MERRIMACK STR TR | $17.1M | 395.6K | 1.59% | Added(+4.9%) |
| 14 | V VANGUARD TAX-MANAGED FDS | $16M | 226.7K | 1.49% | Added(+0.8%) |
| 15 | V VANGUARD INDEX FDS | $15.9M | 22.7K | 1.48% | Added(+2.7%) |
| 16 | S SCHWAB STRATEGIC TR | $15.6M | 459.0K | 1.45% | Added(+1.6%) |
| 17 | F FEDERATED HERMES ETF TRUST | $14.6M | 610.1K | 1.36% | Added(+5.5%) |
| 18 | M MICROSOFT CORP | $13.7M | 26.7K | 1.27% | Added(+4.9%) |
| 19 | E ISHARES TR | $13.5M | 99.3K | 1.25% | Added(+2.0%) |
| 20 | A APPLE INC | $13M | 39.0K | 1.21% | Added(+5.9%) |
| 21 | T VANGUARD INDEX FDS | $10.8M | 32.0K | 1.00% | Trimmed(-3.4%) |
| 22 | S SCHWAB STRATEGIC TR | $8.9M | 267.9K | 0.83% | Trimmed(-6.1%) |
| 23 | S STATE STR SPDR S&P 500 ETF T | $8.3M | 10.8K | 0.77% | Trimmed(-3.1%) |
| 24 | E ISHARES TR | $7.9M | 74.1K | 0.73% | Trimmed(-0.3%) |
| 25 | ? N/A RBB FUND TRUST | $7M | 139.2K | 0.65% | Added(+16.0%) |
| 26 | V VANGUARD MUN BD FDS | $6.3M | 134.0K | 0.59% | Trimmed(-5.0%) |
| 27 | E ISHARES TR | $6.3M | 60.6K | 0.58% | Trimmed(-0.9%) |
| 28 | H JOHN HANCOCK EXCHANGE TRADED | $6M | 67.5K | 0.56% | Added(+4.5%) |
| 29 | E ISHARES TR | $5.5M | 7.2K | 0.51% | Trimmed(-1.8%) |
| 30 | P PORCH GROUP INC | $4.6M | 275.2K | 0.43% | Added(+0.4%) |
| 31 | V VANGUARD INDEX FDS | $4.4M | 18.9K | 0.41% | Added(+6.1%) |
| 32 | E ISHARES TR | $3.7M | 38.6K | 0.35% | Trimmed(-1.3%) |
| 33 | G ALPHABET INC | $3.7M | 10.6K | 0.34% | Added(+5.4%) |
| 34 | G SPDR GOLD TR | $3.5M | 9.2K | 0.32% | Added(+22.0%) |
| 35 | E ISHARES TR | $3.5M | 24.4K | 0.32% | Trimmed(-3.6%) |
| 36 | R RAYMOND JAMES FINL INC | $3.5M | 21.8K | 0.32% | Added(+0.0%) |
| 37 | S SCHWAB STRATEGIC TR | $3.3M | 119.3K | 0.30% | Trimmed(-0.2%) |
| 38 | V VANGUARD SCOTTSDALE FDS | $3.2M | 24.8K | 0.30% | Trimmed(-0.9%) |
| 39 | E ISHARES TR | $3.2M | 21.9K | 0.30% | Unchanged |
| 40 | A AMAZON COM INC | $3.1M | 12.5K | 0.29% | Added(+15.6%) |
| 41 | S SPDR SERIES TRUST | $3.1M | 34.6K | 0.29% | Unchanged |
| 42 | J JPMORGAN CHASE & CO | $3.1M | 9.3K | 0.28% | Added(+4.2%) |
| 43 | G ALPHABET INC | $3M | 8.7K | 0.28% | Added(+4.6%) |
| 44 | V VANGUARD INDEX FDS | $2.9M | 7.6K | 0.27% | Trimmed(-0.1%) |
| 45 | X EXXONMOBIL HOLDINGS CORP | $2.8M | 17.5K | 0.26% | — |
| 46 | P PNC FINL SVCS GROUP INC | $2.7M | 12.2K | 0.25% | Added(+0.3%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 57.8K | 0.24% | Unchanged |
| 48 | E ISHARES TR | $2.5M | 10.9K | 0.23% | Unchanged |
| 49 | N NVIDIA CORPORATION | $2.4M | 10.4K | 0.22% | Added(+25.2%) |
| 50 | V VANGUARD INDEX FDS | $2.3M | 8.1K | 0.21% | Trimmed(-3.2%) |