13F HOLDINGS REPORT
Schneider Downs Wealth Management Advisors, LP
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001172661-25-002836
Total Value
$668.8M
Positions
146
Other Managers
0
Confidential Omitted
No
Holdings (146)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR INDEX SHS FDS | 78463X889 | 1,678,854 | $68.0M | 10.16% |
| 2 | VANGUARD INDEX FDS | 922908629 | 239,614 | $67.1M | 10.02% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 1,640,699 | $47.9M | 7.17% |
| 4 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 1,838,266 | $43.8M | 6.55% |
| 5 | SCHWAB STRATEGIC TR | 808524201 | 1,550,228 | $37.9M | 5.66% |
| 6 | ISHARES INC | 46434G103 | 578,939 | $34.8M | 5.20% |
| 7 | ISHARES TR | 464288414 | 284,243 | $29.7M | 4.44% |
| 8 | JANUS DETROIT STR TR | 47103U886 | 513,425 | $25.3M | 3.78% |
| 9 | ISHARES TR | 464287887 | 152,166 | $20.2M | 3.03% |
| 10 | ISHARES TR | 464287614 | 44,636 | $19.0M | 2.83% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 332,128 | $15.4M | 2.30% |
| 12 | VANGUARD TAX-MANAGED FDS | 921943858 | 247,874 | $14.1M | 2.11% |
| 13 | SCHWAB STRATEGIC TR | 808524508 | 446,089 | $12.5M | 1.87% |
| 14 | FIDELITY MERRIMACK STR TR | 316188309 | 260,891 | $11.9M | 1.78% |
| 15 | VANGUARD INDEX FDS | 922908363 | 20,702 | $11.8M | 1.76% |
| 16 | ISHARES TR | 464287804 | 101,455 | $11.1M | 1.66% |
| 17 | MICROSOFT CORP | MSFT | 22,251 | $11.1M | 1.65% |
| 18 | FEDERATED HERMES ETF TRUST | FHI | 408,162 | $10.2M | 1.53% |
| 19 | VANGUARD INDEX FDS | 922908595 | 32,583 | $9.0M | 1.35% |
| 20 | NEW YORK LIFE INVTS ACTIVE E | 45409F843 | 364,805 | $8.5M | 1.27% |
| 21 | SCHWAB STRATEGIC TR | 808524409 | 295,971 | $8.2M | 1.22% |
| 22 | VANGUARD MUN BD FDS | 922907746 | 164,668 | $8.1M | 1.21% |
| 23 | ISHARES TR | 464287465 | 85,309 | $7.6M | 1.14% |
| 24 | SPDR S&P 500 ETF TR | SPY | 11,552 | $7.1M | 1.07% |
| 25 | ISHARES TR | 464287499 | 75,142 | $6.9M | 1.03% |
| 26 | APPLE INC | AAPL | 27,242 | $5.6M | 0.84% |
| 27 | JOHN HANCOCK EXCHANGE TRADED | 47804J107 | 64,982 | $4.8M | 0.71% |
| 28 | FEDERATED HERMES INC | FHI | 79,821 | $3.5M | 0.53% |
| 29 | ISHARES TR | 464287200 | 5,555 | $3.4M | 0.52% |
| 30 | RAYMOND JAMES FINL INC | 754730109 | 21,546 | $3.3M | 0.49% |
| 31 | PORCH GROUP INC | PRCH | 276,683 | $3.3M | 0.49% |
| 32 | ISHARES TR | 46432F842 | 35,290 | $2.9M | 0.44% |
| 33 | ISHARES TR | 464287309 | 26,076 | $2.9M | 0.43% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C680 | 26,116 | $2.9M | 0.43% |
| 35 | SCHWAB STRATEGIC TR | 808524805 | 123,807 | $2.7M | 0.41% |
| 36 | SPDR SERIES TRUST | 78464A854 | 35,123 | $2.6M | 0.38% |
| 37 | ISHARES TR | 464288570 | 21,863 | $2.5M | 0.38% |
| 38 | VANGUARD INDEX FDS | 922908611 | 12,350 | $2.4M | 0.36% |
| 39 | SCHWAB STRATEGIC TR | 808524706 | 79,060 | $2.4M | 0.36% |
| 40 | PNC FINL SVCS GROUP INC | 693475105 | 11,865 | $2.2M | 0.33% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.2M | 0.33% |
| 42 | ISHARES TR | 464287408 | 10,970 | $2.1M | 0.32% |
| 43 | DIMENSIONAL ETF TRUST | 25434V708 | 57,831 | $2.1M | 0.31% |
| 44 | SPDR GOLD TR | GLD | 6,644 | $2.0M | 0.30% |
| 45 | VANGUARD INDEX FDS | 922908769 | 6,653 | $2.0M | 0.30% |
| 46 | EATON CORP PLC | ETN | 5,569 | $2.0M | 0.30% |
| 47 | BROOKFIELD CORP | 11271J107 | 32,107 | $2.0M | 0.30% |
| 48 | VANGUARD INDEX FDS | 922908751 | 8,232 | $2.0M | 0.29% |
| 49 | JPMORGAN CHASE & CO. | VYLD | 6,473 | $1.9M | 0.28% |
| 50 | EXXON MOBIL CORP | XOM | 16,070 | $1.7M | 0.26% |
| 51 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 19,865 | $1.7M | 0.26% |
| 52 | CBIZ INC | CBZ | 23,369 | $1.7M | 0.25% |
| 53 | ANSYS INC | 03662Q105 | 4,707 | $1.7M | 0.25% |
| 54 | ISHARES TR | 464287507 | 22,525 | $1.4M | 0.21% |
| 55 | ALPHABET INC | GOOG | 7,574 | $1.3M | 0.20% |
| 56 | ISHARES TR | 46435G516 | 14,047 | $1.3M | 0.19% |
| 57 | AMAZON COM INC | AMZN | 5,593 | $1.2M | 0.18% |
| 58 | SCHWAB STRATEGIC TR | 808524607 | 48,002 | $1.2M | 0.18% |
| 59 | REMITLY GLOBAL INC | RELY | 62,848 | $1.2M | 0.18% |
| 60 | ISHARES TR | 46435G243 | 42,694 | $1.1M | 0.16% |
| 61 | VANGUARD INDEX FDS | 922908553 | 11,538 | $1.0M | 0.15% |
| 62 | ISHARES TR | 464287705 | 7,743 | $956,880 | 0.14% |
| 63 | ISHARES TR | 464287606 | 10,450 | $950,741 | 0.14% |
| 64 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 11,185 | $948,824 | 0.14% |
| 65 | ALPHABET INC | GOOG | 5,270 | $934,845 | 0.14% |
| 66 | VISA INC | V | 2,606 | $925,260 | 0.14% |
| 67 | VANGUARD SCOTTSDALE FDS | 92206C714 | 10,820 | $921,972 | 0.14% |
| 68 | INVESCO QQQ TR | IVZ | 1,593 | $878,905 | 0.13% |
| 69 | ISHARES TR | 464287879 | 8,834 | $878,880 | 0.13% |
| 70 | TJX COS INC NEW | 872540109 | 7,053 | $870,975 | 0.13% |
| 71 | ISHARES TR | 46435G193 | 36,619 | $850,659 | 0.13% |
| 72 | META PLATFORMS INC | META | 1,136 | $838,481 | 0.13% |
| 73 | NETFLIX INC | NFLX | 613 | $820,887 | 0.12% |
| 74 | ORACLE CORP | ORCL-PD | 3,686 | $805,870 | 0.12% |
| 75 | NVIDIA CORPORATION | NVDA | 5,031 | $794,848 | 0.12% |
| 76 | AMGEN INC | AMGN | 2,700 | $753,867 | 0.11% |
| 77 | VANECK ETF TRUST | 92189F106 | 14,249 | $741,803 | 0.11% |
| 78 | COSTCO WHSL CORP NEW | 22160K105 | 744 | $736,515 | 0.11% |
| 79 | WALMART INC | WMT | 7,518 | $735,110 | 0.11% |
| 80 | SPDR SERIES TRUST | 78464A821 | 7,939 | $689,661 | 0.10% |
| 81 | ISHARES TR | 464287655 | 3,131 | $675,638 | 0.10% |
| 82 | ISHARES TR | 464288885 | 5,884 | $659,008 | 0.10% |
| 83 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 1,462 | $644,230 | 0.10% |
| 84 | SELECT SECTOR SPDR TR | 81369Y506 | 7,407 | $628,201 | 0.09% |
| 85 | UBER TECHNOLOGIES INC | UBER | 6,640 | $619,524 | 0.09% |
| 86 | ISHARES TR | 464287648 | 2,144 | $612,884 | 0.09% |
| 87 | SCHWAB STRATEGIC TR | 808524839 | 25,443 | $591,295 | 0.09% |
| 88 | ISHARES INC | 46434G863 | 13,621 | $533,535 | 0.08% |
| 89 | TRIMAS CORP | TRS | 18,474 | $528,541 | 0.08% |
| 90 | MCDONALDS CORP | MCD | 1,808 | $528,243 | 0.08% |
| 91 | FARMERS NATIONAL BANC CORP | FMNB | 37,086 | $511,416 | 0.08% |
| 92 | MANULIFE FINL CORP | 56501R106 | 15,840 | $506,246 | 0.08% |
| 93 | BROOKFIELD INFRAST PARTNERS | G16252101 | 15,057 | $504,410 | 0.08% |
| 94 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,029 | $499,857 | 0.07% |
| 95 | INNOVATOR ETFS TRUST | INHD | 15,436 | $493,026 | 0.07% |
| 96 | INTERNATIONAL BUSINESS MACHS | INTR | 1,561 | $460,176 | 0.07% |
| 97 | SELECT SECTOR SPDR TR | 81369Y803 | 1,799 | $455,626 | 0.07% |
| 98 | NEXTERA ENERGY INC | NEE-PW | 6,483 | $450,043 | 0.07% |
| 99 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 4,712 | $442,881 | 0.07% |
| 100 | INVESCO ACTIVELY MANAGED EXC | IVZ | 9,385 | $440,063 | 0.07% |
| 101 | ISHARES TR | 464287101 | 1,398 | $425,481 | 0.06% |
| 102 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,061 | $421,825 | 0.06% |
| 103 | FEDERATED HERMES ETF TRUST | FHI | 15,242 | $418,545 | 0.06% |
| 104 | NUSHARES ETF TR | NU | 9,735 | $396,604 | 0.06% |
| 105 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 7,149 | $395,197 | 0.06% |
| 106 | ROCKET LAB CORP | RKLB | 11,000 | $393,470 | 0.06% |
| 107 | VANGUARD WORLD FD | 92204A702 | 583 | $386,748 | 0.06% |
| 108 | CISCO SYS INC | CSCO | 5,374 | $372,848 | 0.06% |
| 109 | RTX CORPORATION | RTX | 2,473 | $361,107 | 0.05% |
| 110 | JOHNSON & JOHNSON | JNJ | 2,345 | $358,136 | 0.05% |
| 111 | THE BALDWIN INSURANCE GRP IN | 05589G102 | 8,200 | $351,042 | 0.05% |
| 112 | ISHARES TR | 464288208 | 4,053 | $322,862 | 0.05% |
| 113 | VANGUARD INDEX FDS | 922908538 | 1,105 | $314,251 | 0.05% |
| 114 | PARK-OHIO HLDGS CORP | PKOH | 17,306 | $309,085 | 0.05% |
| 115 | ISHARES TR | 464287226 | 3,078 | $305,302 | 0.05% |
| 116 | BANK NEW YORK MELLON CORP | 064058100 | 3,312 | $301,756 | 0.05% |
| 117 | SPDR SERIES TRUST | 78468R556 | 2,361 | $297,016 | 0.04% |
| 118 | HOME DEPOT INC | HD | 797 | $292,212 | 0.04% |
| 119 | PACCAR INC | PCAR | 3,016 | $286,695 | 0.04% |
| 120 | INNOVATOR ETFS TRUST | INHD | 10,234 | $283,276 | 0.04% |
| 121 | PHILIP MORRIS INTL INC | 718172109 | 1,531 | $278,841 | 0.04% |
| 122 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,165 | $278,246 | 0.04% |
| 123 | ALTRIA GROUP INC | MO | 4,638 | $271,926 | 0.04% |
| 124 | SPDR SERIES TRUST | 78464A839 | 3,395 | $269,665 | 0.04% |
| 125 | LIBERTY BROADBAND CORP | LBRDP | 2,697 | $265,331 | 0.04% |
| 126 | PEPSICO INC | PEP | 2,008 | $265,177 | 0.04% |
| 127 | SPDR SERIES TRUST | 78464A359 | 3,207 | $265,091 | 0.04% |
| 128 | SELECT SECTOR SPDR TR | 81369Y886 | 3,235 | $264,170 | 0.04% |
| 129 | NVR INC | NVR | 33 | $243,727 | 0.04% |
| 130 | LULULEMON ATHLETICA INC | LULU | 1,016 | $241,381 | 0.04% |
| 131 | ABBVIE INC | ABBV | 1,293 | $240,007 | 0.04% |
| 132 | PROCTER AND GAMBLE CO | 742718109 | 1,506 | $239,880 | 0.04% |
| 133 | VANGUARD INDEX FDS | 922908637 | 821 | $234,231 | 0.04% |
| 134 | FIRST TR EXCHANGE TRADED FD | 33738R605 | 3,921 | $232,338 | 0.03% |
| 135 | ABBOTT LABS | ABLZF | 1,688 | $229,585 | 0.03% |
| 136 | WELLTOWER INC | WELL | 1,487 | $228,597 | 0.03% |
| 137 | TCW ETF TRUST | 29287L106 | 2,974 | $216,329 | 0.03% |
| 138 | VANGUARD INDEX FDS | 922908512 | 1,315 | $216,265 | 0.03% |
| 139 | ISHARES SILVER TR | SLV | 6,537 | $214,479 | 0.03% |
| 140 | ISHARES TR | 464288505 | 3,572 | $208,163 | 0.03% |
| 141 | ISHARES TR | 464287598 | 1,054 | $204,801 | 0.03% |
| 142 | MERCK & CO INC | MRK | 2,561 | $202,729 | 0.03% |
| 143 | D-WAVE QUANTUM INC | QBTS | 12,500 | $183,000 | 0.03% |
| 144 | ISHARES TR | 464288224 | 10,286 | $134,849 | 0.02% |
| 145 | PELOTON INTERACTIVE INC | PTON | 10,000 | $69,400 | 0.01% |
| 146 | GOLD RESOURCE CORP | GORO | 23,820 | $14,530 | 0.00% |