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CIK: 0001665359
Total reported value
$1.1B
$1.1B
177 檔
45.5%
At the close of Q2 2026, Schneider Downs Wealth Management Advisors, LP disclosed equity holdings valued at approximately $1.1B, spread across 177 reported holdings.
In Q2 2026, Schneider Downs Wealth Management Advisors, LP displayed an active expansion posture, initiating 25 new positions and adding to 69 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FHI, SPDW, VO) accounted for 45.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $849.9K
Top Position Liquidated / Trimmed
EJUL
前期市值: $305.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FHI | Federated Hermes Inc | Stock-Financials | 18.43% | -0.07% | +30.20% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.63% | — | +1.00% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.60% | -0.30% | +308.25% | |
| 4 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 6.09% | -0.46% | +3.12% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.34% | +0.28% | +2.40% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.08% | -0.13% | +1.73% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.97% | +0.10% | +0.47% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.87% | -0.30% | +6.11% | |
| 9 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.07% | +0.66% | +4.02% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.84% | -0.27% | +3.33% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.31% | +0.14% | +12.71% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.94% | -0.02% | +302.18% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.61% | -0.02% | +5.62% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.57% | -0.12% | -1.84% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | -0.02% | +2.92% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.05% | -3.17% | |
| 17 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.36% | — | +11.31% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | -0.11% | -3.92% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.14% | -0.14% | -2.47% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.21% | +9.11% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.93% | -0.10% | -1.88% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | +0.38% | +100.19% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | -0.02% | -1.30% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | -0.04% | -4.18% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.08% | -4.21% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.02% | +0.19% | |
| 27 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.55% | +0.10% | +11.59% | |
| 28 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.54% | +0.02% | -1.87% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.01% | +23.87% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.41% | — | +34.56% | |
| 31 | PRCH | Porch Group Inc | Stock-Other | 0.39% | +0.04% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | -0.01% | +12.07% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | — | +8.25% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | -1.28% | |
| 35 | RJF | Raymond James Financial Inc | Stock-Financials | 0.31% | +0.01% | +1.36% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | -0.01% | -0.42% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.30% | — | -4.05% | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.29% | +0.01% | — | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | — | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.28% | -0.03% | +3.17% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | — | -0.43% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.01% | +0.15% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | -0.01% | +12.43% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | +0.06% | +10.67% | |
| 45 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.26% | -0.09% | +0.93% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.05% | +10.00% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.24% | — | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | -0.03% | +3.51% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | — | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.22% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FHI | Federated Hermes Inc | +1.4% | +30.20% | Add |
| 2 | MSFT | Microsoft CORP | +0.4% | +100.19% | Add |
| 3 | IJT | Ishares S&p Small-cap 600 Gr | +0.2% | +3.33% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +766.27% | Add |
| 5 | PRCH | Porch Group Inc | +0.2% | — | Unchanged |
| 6 | IEMG | Ishares Core Msci Emerging | +0.2% | +1.73% | Add |
| 7 | ETN | Eaton Corporation plc | +0.1% | +168.71% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +23.87% | Add |
| 9 | VBR | Vanguard Small-cap Value ETF | +0.1% | +34.56% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 11 | PKOH | Park-ohio Holdings CORP | +0.1% | NEW | New buy |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.40% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +9.11% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 15 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +8.25% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +81.85% | Add |
| 18 | TSLA | Tesla Inc | 0% | NEW | New buy |
| 19 | SCHD | Schwab US Dvd Equity ETF | 0% | NEW | New buy |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | +12.43% | Add |
| 21 | RKLB | Rocket Lab CORP | 0% | +5.34% | Add |
| 22 | AMGN | Amgen Inc | 0% | +75.20% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +29.33% | Add |
| 24 | AVUV | Avantis US Small Cap Value | 0% | NEW | New buy |
| 25 | RELY | Remitly Global Inc | 0% | — | Unchanged |
| 26 | CAT | Caterpillar Inc | 0% | +0.20% | Add |
| 27 | AGG | Ishares Core U.s. Aggregate | 0% | NEW | New buy |
| 28 | FLEX | Flex Ltd. | 0% | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 30 | VXUS | Vanguard Total Intl Stock | 0% | NEW | New buy |
| 31 | FV | First Trust Dw Focus 5 Fund | 0% | NEW | New buy |
| 32 | SIRI | Sirius Xm Holdings Inc | 0% | NEW | New buy |
| 33 | ISCB | Ishares Morningstar Sm Cap | 0% | NEW | New buy |
| 34 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 35 | LOAN | Manhattan Bridge Capital Inc | 0% | NEW | New buy |
| 36 | RSP | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 37 | IWS | Ishares Russell Mid-cap Valu | 0% | NEW | New buy |
| 38 | EWD | Ishares Msci Sweden ETF | 0% | NEW | New buy |
| 39 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 40 | UNP | Union Pacific CORP | 0% | NEW | New buy |
| 41 | PH | Parker Hannifin CORP | 0% | NEW | New buy |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | NEW | New buy |
| 43 | VBK | Vanguard Small-cap Grwth ETF | 0% | -2.47% | Trim |
| 44 | IEFA | Ishares Core Msci Eafe ETF | 0% | +12.07% | Add |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | -1.28% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | 0% | -0.43% | Trim |
| 47 | PNC | Pnc Financial Services Group | 0% | +3.17% | Add |
| 48 | AMZN | Amazon.com Inc | 0% | +10.00% | Add |
| 49 | JGRO | Jpmorgan Active Growth ETF | 0% | +7.52% | Add |
| 50 | VB | Vanguard Small-cap ETF | 0% | +3.51% | Add |
According to official SEC Form 13F filings, Schneider Downs Wealth Management Advisors, LP reported a total U.S. public equity portfolio value of $1.1B across 177 disclosed positions in Q2 2026.
During Q2 2026, Schneider Downs Wealth Management Advisors, LP's top holdings by market value included FHI (18.4%)、SPDW (8.6%)、VO (7.6%). The largest single position, FHI, represented 18.4% of total portfolio value.
In Q2 2026, Schneider Downs Wealth Management Advisors, LP made 130 total portfolio adjustments, initiating 25 new buys, adding to 69 positions, trimming 32 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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