Institutional Manager · CIK 0001665359
Schneider Downs Wealth Management Advisors, LP
PITTSBURGH, PA · File #028-17099
Latest AUM
$887.1M
Positions
156
Top-10 Concentration
69.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025156 pos · $887.1M
- 13F HOLDINGS REPORTQ/E Sep 2025148 pos · $842.7M
- 13F HOLDINGS REPORTQ/E Jun 2025146 pos · $668.8M
- 13F HOLDINGS REPORTQ/E Mar 2025141 pos · $552.1M
- 13F HOLDINGS REPORTQ/E Dec 2024145 pos · $531.6M
- 13F HOLDINGS REPORTQ/E Sep 2024146 pos · $488.6M
- 13F HOLDINGS REPORTQ/E Jun 2024133 pos · $449.4M
- 13F HOLDINGS REPORTQ/E Mar 2024136 pos · $433.7M
- 13F HOLDINGS REPORTQ/E Dec 2023108 pos · $431.7M
- 13F HOLDINGS REPORTQ/E Sep 2023111 pos · $437.7M
- 13F HOLDINGS REPORTQ/E Jun 2023115 pos · $486.8M
- 13F HOLDINGS REPORTQ/E Mar 2023113 pos · $456.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | FEDERATED HERMES INC | FHI | 2,662,853 | $138.7M | 16.81% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 1,774,091 | $78.8M | 9.55% |
| 3 | VANGUARD INDEX FDS | 922908629 | 242,562 | $70.4M | 8.53% |
| 4 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 2,426,389 | $59.0M | 7.16% |
| 5 | SCHWAB STRATEGIC TR | 808524300 | 1,609,284 | $52.5M | 6.36% |
| 6 | ISHARES INC | 46434G103 | 619,917 | $41.7M | 5.05% |
| 7 | SCHWAB STRATEGIC TR | 808524201 | 1,420,448 | $38.2M | 4.63% |
| 8 | ISHARES TR | 464288414 | 340,737 | $36.5M | 4.42% |
| 9 | JANUS DETROIT STR TR | 47103U886 | 708,561 | $34.8M | 4.22% |
| 10 | ISHARES TR | 464287887 | 159,516 | $22.5M | 2.73% |
| 11 | ISHARES TR | 464287614 | 41,184 | $19.5M | 2.36% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 411,612 | $19.1M | 2.31% |
| 13 | FIDELITY MERRIMACK STR TR | 316188309 | 326,178 | $15.0M | 1.82% |
| 14 | VANGUARD INDEX FDS | 922908363 | 22,702 | $14.2M | 1.73% |
| 15 | VANGUARD TAX-MANAGED FDS | 921943858 | 219,427 | $13.7M | 1.66% |
| 16 | SCHWAB STRATEGIC TR | 808524508 | 448,477 | $13.5M | 1.63% |
| 17 | ISHARES TR | 464287804 | 102,218 | $12.3M | 1.49% |
| 18 | FEDERATED HERMES ETF TRUST | FHI | 455,132 | $11.6M | 1.40% |
| 19 | VANGUARD INDEX FDS | 922908595 | 33,393 | $10.1M | 1.22% |
| 20 | APPLE INC | AAPL | 33,936 | $9.2M | 1.12% |