13F HOLDINGS REPORT
Schneider Downs Wealth Management Advisors, LP
Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001172661-25-005200
Total Value
$842.7M
Positions
148
Other Managers
0
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FEDERATED HERMES INC | FHI | 2,657,263 | $138.0M | 16.37% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 1,725,265 | $73.8M | 8.76% |
| 3 | VANGUARD INDEX FDS | 922908629 | 238,178 | $70.0M | 8.30% |
| 4 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 2,242,166 | $54.5M | 6.47% |
| 5 | SCHWAB STRATEGIC TR | 808524300 | 1,603,876 | $51.2M | 6.07% |
| 6 | ISHARES INC | 46434G103 | 598,279 | $39.4M | 4.68% |
| 7 | SCHWAB STRATEGIC TR | 808524201 | 1,407,417 | $37.1M | 4.40% |
| 8 | ISHARES TR | 464288414 | 313,542 | $33.4M | 3.96% |
| 9 | JANUS DETROIT STR TR | 47103U886 | 532,894 | $26.3M | 3.12% |
| 10 | ISHARES TR | 464287887 | 157,583 | $22.3M | 2.65% |
| 11 | ISHARES TR | 464287614 | 41,333 | $19.4M | 2.30% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 365,251 | $17.0M | 2.01% |
| 13 | FIDELITY MERRIMACK STR TR | 316188309 | 301,703 | $14.0M | 1.66% |
| 14 | VANGUARD TAX-MANAGED FDS | 921943858 | 219,170 | $13.1M | 1.56% |
| 15 | SCHWAB STRATEGIC TR | 808524508 | 441,180 | $13.1M | 1.55% |
| 16 | VANGUARD INDEX FDS | 922908363 | 20,761 | $12.7M | 1.51% |
| 17 | ISHARES TR | 464287804 | 100,751 | $12.0M | 1.42% |
| 18 | FEDERATED HERMES ETF TRUST | FHI | 420,950 | $10.7M | 1.27% |
| 19 | VANGUARD INDEX FDS | 922908595 | 33,021 | $9.8M | 1.17% |
| 20 | SCHWAB STRATEGIC TR | 808524409 | 293,421 | $8.5M | 1.01% |
| 21 | SPDR S&P 500 ETF TR | SPY | 11,441 | $7.6M | 0.90% |
| 22 | VANGUARD MUN BD FDS | 922907746 | 151,988 | $7.6M | 0.90% |
| 23 | APPLE INC | AAPL | 28,918 | $7.4M | 0.87% |
| 24 | ISHARES TR | 464287499 | 75,142 | $7.3M | 0.86% |
| 25 | ISHARES TR | 464287465 | 60,718 | $5.7M | 0.67% |
| 26 | MICROSOFT CORP | MSFT | 10,754 | $5.6M | 0.66% |
| 27 | JOHN HANCOCK EXCHANGE TRADED | 47804J107 | 64,106 | $5.0M | 0.60% |
| 28 | PORCH GROUP INC | PRCH | 274,816 | $4.6M | 0.55% |
| 29 | RAYMOND JAMES FINL INC | 754730109 | 21,588 | $3.7M | 0.44% |
| 30 | ISHARES TR | 464287200 | 5,371 | $3.6M | 0.43% |
| 31 | RBB FUND TRUST | 75526L886 | 73,949 | $3.3M | 0.39% |
| 32 | VANGUARD SCOTTSDALE FDS | 92206C680 | 26,116 | $3.1M | 0.37% |
| 33 | ISHARES TR | 464287309 | 25,980 | $3.1M | 0.37% |
| 34 | SCHWAB STRATEGIC TR | 808524805 | 121,959 | $2.8M | 0.34% |
| 35 | ISHARES TR | 464288570 | 21,863 | $2.8M | 0.33% |
| 36 | SPDR SERIES TRUST | 78464A854 | 34,814 | $2.7M | 0.32% |
| 37 | VANGUARD INDEX FDS | 922908611 | 12,832 | $2.7M | 0.32% |
| 38 | ISHARES TR | 46432F842 | 30,477 | $2.7M | 0.32% |
| 39 | NEW YORK LIFE INVTS ACTIVE E | 45409F843 | 110,927 | $2.6M | 0.31% |
| 40 | PNC FINL SVCS GROUP INC | 693475105 | 11,865 | $2.4M | 0.28% |
| 41 | SPDR GOLD TR | GLD | 6,571 | $2.3M | 0.28% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.27% |
| 43 | ISHARES TR | 464287408 | 10,893 | $2.2M | 0.27% |
| 44 | DIMENSIONAL ETF TRUST | 25434V708 | 57,831 | $2.2M | 0.26% |
| 45 | JPMORGAN CHASE & CO. | VYLD | 6,996 | $2.2M | 0.26% |
| 46 | BROOKFIELD CORP | 11271J107 | 32,157 | $2.2M | 0.26% |
| 47 | VANGUARD INDEX FDS | 922908769 | 6,653 | $2.2M | 0.26% |
| 48 | SCHWAB STRATEGIC TR | 808524706 | 61,765 | $2.1M | 0.24% |
| 49 | ALPHABET INC | GOOG | 8,460 | $2.1M | 0.24% |
| 50 | VANGUARD INDEX FDS | 922908751 | 7,971 | $2.0M | 0.24% |
| 51 | EXXON MOBIL CORP | XOM | 16,591 | $1.9M | 0.22% |
| 52 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 19,865 | $1.9M | 0.22% |
| 53 | AMAZON COM INC | AMZN | 6,788 | $1.5M | 0.18% |
| 54 | ISHARES TR | 464287507 | 22,437 | $1.5M | 0.17% |
| 55 | NVIDIA CORPORATION | NVDA | 7,635 | $1.4M | 0.17% |
| 56 | SCHWAB STRATEGIC TR | 808524607 | 47,247 | $1.3M | 0.16% |
| 57 | ISHARES TR | 46435G516 | 14,047 | $1.3M | 0.15% |
| 58 | ALPHABET INC | GOOG | 5,305 | $1.3M | 0.15% |
| 59 | CBIZ INC | CBZ | 23,215 | $1.2M | 0.15% |
| 60 | ISHARES TR | 46435G243 | 43,839 | $1.1M | 0.13% |
| 61 | VANECK ETF TRUST | 92189F106 | 14,249 | $1.1M | 0.13% |
| 62 | VISA INC | V | 3,172 | $1.1M | 0.13% |
| 63 | VANGUARD INDEX FDS | 922908553 | 11,568 | $1.1M | 0.13% |
| 64 | ORACLE CORP | ORCL-PD | 3,686 | $1.0M | 0.12% |
| 65 | REMITLY GLOBAL INC | RELY | 62,848 | $1.0M | 0.12% |
| 66 | TJX COS INC NEW | 872540109 | 7,061 | $1.0M | 0.12% |
| 67 | ISHARES TR | 464287705 | 7,743 | $1.0M | 0.12% |
| 68 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 11,185 | $1.0M | 0.12% |
| 69 | ISHARES TR | 464287606 | 10,464 | $1.0M | 0.12% |
| 70 | ISHARES TR | 464287879 | 8,852 | $978,890 | 0.12% |
| 71 | VANGUARD SCOTTSDALE FDS | 92206C714 | 10,820 | $966,984 | 0.11% |
| 72 | INVESCO QQQ TR | IVZ | 1,551 | $931,447 | 0.11% |
| 73 | META PLATFORMS INC | META | 1,251 | $918,710 | 0.11% |
| 74 | ISHARES TR | 46435G193 | 38,911 | $916,744 | 0.11% |
| 75 | WALMART INC | WMT | 7,524 | $775,424 | 0.09% |
| 76 | AMGEN INC | AMGN | 2,700 | $761,940 | 0.09% |
| 77 | ISHARES TR | 464287655 | 3,093 | $748,383 | 0.09% |
| 78 | SPDR SERIES TRUST | 78464A821 | 7,939 | $726,895 | 0.09% |
| 79 | COSTCO WHSL CORP NEW | 22160K105 | 772 | $714,587 | 0.08% |
| 80 | NETFLIX INC | NFLX | 596 | $714,557 | 0.08% |
| 81 | TRIMAS CORP | TRS | 18,474 | $713,836 | 0.08% |
| 82 | EATON CORP PLC | ETN | 1,815 | $679,264 | 0.08% |
| 83 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 1,462 | $677,988 | 0.08% |
| 84 | UBER TECHNOLOGIES INC | UBER | 6,840 | $670,128 | 0.08% |
| 85 | ISHARES TR | 464288885 | 5,884 | $670,070 | 0.08% |
| 86 | SELECT SECTOR SPDR TR | 81369Y506 | 7,407 | $661,756 | 0.08% |
| 87 | ISHARES INC | 46434G863 | 13,621 | $591,424 | 0.07% |
| 88 | SCHWAB STRATEGIC TR | 808524839 | 25,182 | $591,022 | 0.07% |
| 89 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,159 | $582,676 | 0.07% |
| 90 | FARMERS NATIONAL BANC CORP | FMNB | 37,086 | $534,410 | 0.06% |
| 91 | ROCKET LAB CORP | RKLB | 11,000 | $527,010 | 0.06% |
| 92 | MCDONALDS CORP | MCD | 1,730 | $525,730 | 0.06% |
| 93 | NEXTERA ENERGY INC | NEE-PW | 6,825 | $515,204 | 0.06% |
| 94 | SELECT SECTOR SPDR TR | 81369Y803 | 1,800 | $507,221 | 0.06% |
| 95 | INNOVATOR ETFS TRUST | INHD | 15,436 | $504,539 | 0.06% |
| 96 | JOHNSON & JOHNSON | JNJ | 2,686 | $498,100 | 0.06% |
| 97 | BROOKFIELD INFRAST PARTNERS | G16252101 | 15,057 | $495,225 | 0.06% |
| 98 | MANULIFE FINL CORP | 56501R106 | 15,840 | $493,416 | 0.06% |
| 99 | HOME DEPOT INC | HD | 1,188 | $481,366 | 0.06% |
| 100 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 4,712 | $470,305 | 0.06% |
| 101 | PARK-OHIO HLDGS CORP | PKOH | 21,656 | $459,974 | 0.05% |
| 102 | NUSHARES ETF TR | NU | 10,198 | $449,732 | 0.05% |
| 103 | INVESCO ACTIVELY MANAGED EXC | IVZ | 9,385 | $445,882 | 0.05% |
| 104 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,061 | $444,744 | 0.05% |
| 105 | INTERNATIONAL BUSINESS MACHS | INTR | 1,558 | $439,606 | 0.05% |
| 106 | FEDERATED HERMES ETF TRUST | FHI | 15,242 | $436,227 | 0.05% |
| 107 | VANGUARD WORLD FD | 92204A702 | 583 | $435,519 | 0.05% |
| 108 | RTX CORPORATION | RTX | 2,473 | $413,808 | 0.05% |
| 109 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 7,149 | $407,065 | 0.05% |
| 110 | ISHARES TR | 464287101 | 1,211 | $403,070 | 0.05% |
| 111 | CISCO SYS INC | CSCO | 5,603 | $383,358 | 0.05% |
| 112 | BANK NEW YORK MELLON CORP | 064058100 | 3,312 | $360,876 | 0.04% |
| 113 | ISHARES TR | 464288208 | 4,053 | $336,602 | 0.04% |
| 114 | PEPSICO INC | PEP | 2,367 | $332,422 | 0.04% |
| 115 | VANGUARD INDEX FDS | 922908538 | 1,105 | $324,638 | 0.04% |
| 116 | ALTRIA GROUP INC | MO | 4,806 | $317,485 | 0.04% |
| 117 | SPDR SERIES TRUST | 78468R556 | 2,361 | $312,127 | 0.04% |
| 118 | ISHARES TR | 464287226 | 3,111 | $311,878 | 0.04% |
| 119 | D-WAVE QUANTUM INC | QBTS | 12,500 | $308,875 | 0.04% |
| 120 | ABBVIE INC | ABBV | 1,305 | $302,160 | 0.04% |
| 121 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,165 | $298,337 | 0.04% |
| 122 | PACCAR INC | PCAR | 3,016 | $296,527 | 0.04% |
| 123 | INNOVATOR ETFS TRUST | INHD | 10,234 | $296,164 | 0.04% |
| 124 | SPDR SERIES TRUST | 78464A839 | 3,395 | $283,177 | 0.03% |
| 125 | SELECT SECTOR SPDR TR | 81369Y886 | 3,235 | $282,125 | 0.03% |
| 126 | ISHARES SILVER TR | SLV | 6,537 | $276,973 | 0.03% |
| 127 | PROCTER AND GAMBLE CO | 742718109 | 1,802 | $276,878 | 0.03% |
| 128 | PHILIP MORRIS INTL INC | 718172109 | 1,694 | $274,767 | 0.03% |
| 129 | ABBOTT LABS | ABLZF | 2,028 | $271,631 | 0.03% |
| 130 | S&P GLOBAL INC | SPGI | 546 | $265,744 | 0.03% |
| 131 | NVR INC | NVR | 33 | $265,144 | 0.03% |
| 132 | WELLTOWER INC | WELL | 1,487 | $264,895 | 0.03% |
| 133 | VANGUARD INDEX FDS | 922908637 | 821 | $252,754 | 0.03% |
| 134 | MERCK & CO INC | MRK | 2,961 | $248,517 | 0.03% |
| 135 | TCW ETF TRUST | 29287L106 | 2,974 | $233,400 | 0.03% |
| 136 | THE BALDWIN INSURANCE GRP IN | 05589G102 | 8,200 | $231,322 | 0.03% |
| 137 | VANGUARD INDEX FDS | 922908512 | 1,315 | $229,573 | 0.03% |
| 138 | ISHARES TR | 464288505 | 3,572 | $226,565 | 0.03% |
| 139 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,568 | $218,250 | 0.03% |
| 140 | ISHARES TR | 464287234 | 4,051 | $216,324 | 0.03% |
| 141 | MASTERCARD INCORPORATED | MA | 380 | $216,148 | 0.03% |
| 142 | ISHARES TR | 464287598 | 1,054 | $214,671 | 0.03% |
| 143 | ISHARES TR | 464287648 | 654 | $209,307 | 0.02% |
| 144 | SPDR SERIES TRUST | 78464A755 | 2,217 | $206,603 | 0.02% |
| 145 | FIRST TR EXCHANGE TRADED FD | 33738R605 | 3,270 | $202,496 | 0.02% |
| 146 | BANK AMERICA CORP | 060505104 | 3,890 | $200,681 | 0.02% |
| 147 | ISHARES TR | 464288224 | 10,286 | $159,228 | 0.02% |
| 148 | GOLD RESOURCE CORP | GORO | 23,820 | $19,916 | 0.00% |