Universe · entity
Schneider Downs Wealth Management Advisors, LP
Institutional manager (13F) · CIK 1665359
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $845M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FEDERATED HERMES INC | $155M | 2,727,878 |
| 2 | SPDR INDEX SHS FDS | $82M | 1,804,741 |
| 3 | VANGUARD INDEX FDS | $71M | 246,030 |
| 4 | NEW YORK LIFE INVTS ACTIVE E | $62M | 2,579,517 |
| 5 | SCHWAB STRATEGIC TR | $48M | 1,640,662 |
| 6 | ISHARES INC | $45M | 641,602 |
| 7 | ISHARES TR | $38M | 360,475 |
| 8 | SCHWAB STRATEGIC TR | $37M | 1,427,777 |
| 9 | JANUS DETROIT STR TR | $31M | 643,344 |
| 10 | ISHARES TR | $24M | 164,021 |
| 11 | J P MORGAN EXCHANGE TRADED F | $22M | 473,032 |
| 12 | ISHARES TR | $18M | 41,409 |
| 13 | FIDELITY MERRIMACK STR TR | $16M | 356,925 |
| 14 | SCHWAB STRATEGIC TR | $14M | 460,298 |
| 15 | VANGUARD TAX-MANAGED FDS | $14M | 218,620 |
| 16 | VANGUARD INDEX FDS | $14M | 22,843 |
| 17 | FEDERATED HERMES ETF TRUST | $13M | 519,715 |
| 18 | ISHARES TR | $13M | 101,258 |
| 19 | VANGUARD INDEX FDS | $10M | 33,972 |
| 20 | SCHWAB STRATEGIC TR | $9M | 290,865 |
| 21 | APPLE INC | $9M | 33,719 |
| 22 | ISHARES TR | $8M | 77,633 |
| 23 | STATE STR SPDR S&P 500 ETF T | $7M | 11,343 |
| 24 | VANGUARD MUN BD FDS | $7M | 147,287 |
| 25 | ISHARES TR | $6M | 61,020 |
| 26 | JOHN HANCOCK EXCHANGE TRADED | $5M | 65,873 |
| 27 | RBB FUND TRUST | $5M | 107,559 |
| 28 | MICROSOFT CORP | $5M | 12,707 |
| 29 | ISHARES TR | $4M | 5,936 |
| 30 | ISHARES TR | $3M | 34,929 |
| 31 | RAYMOND JAMES FINL INC | $3M | 21,546 |
| 32 | SCHWAB STRATEGIC TR | $3M | 120,079 |
| 33 | SPDR GOLD TR | $3M | 6,802 |
| 34 | ISHARES TR | $3M | 25,616 |
| 35 | VANGUARD INDEX FDS | $3M | 13,243 |
| 36 | VANGUARD SCOTTSDALE FDS | $3M | 26,116 |
| 37 | ALPHABET INC | $3M | 9,332 |
| 38 | NEW YORK LIFE INVTS ACTIVE E | $3M | 112,890 |
| 39 | ISHARES TR | $3M | 21,863 |
| 40 | SPDR SERIES TRUST | $3M | 34,566 |
| 41 | JPMORGAN CHASE & CO | $3M | 8,876 |
| 42 | PNC FINL SVCS GROUP INC | $2M | 11,817 |
| 43 | ALPHABET INC | $2M | 8,380 |
| 44 | ISHARES TR | $2M | 10,893 |
| 45 | DIMENSIONAL ETF TRUST | $2M | 57,831 |
| 46 | SCHWAB STRATEGIC TR | $2M | 66,603 |
| 47 | VANGUARD INDEX FDS | $2M | 6,790 |
| 48 | BERKSHIRE HATHAWAY INC DEL | $2M | 3 |
| 49 | VANGUARD INDEX FDS | $2M | 8,085 |
| 50 | AMAZON COM INC | $2M | 9,863 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.