Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Schneider Downs Wealth Management Advisors, LP (CIK 1665359) reported $906.8M across 156 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FHI ($154.7M, 17.06%), SPDW ($82.4M, 9.08%), VO ($70.7M, 7.79%), MMIT ($62.2M, 6.86%), SCHG ($47.8M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FHI | FEDERATED HERMES INC | $154.7M | 17.06% | 2.7M | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $82.4M | 9.08% | 1.8M | Added |
| 3 | VO | VANGUARD INDEX FDS | $70.7M | 7.79% | 246,030 | Added |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $62.2M | 6.86% | 2.6M | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $47.8M | 5.27% | 1.6M | Added |
| 6 | IEMG | ISHARES INC | $44.8M | 4.93% | 641,602 | Added |
| 7 | MUB | ISHARES TR | $38.3M | 4.22% | 360,475 | Added |
| 8 | SCHX | SCHWAB STRATEGIC TR | $36.6M | 4.04% | 1.4M | Added |
| 9 | VNLA | JANUS DETROIT STR TR | $31.4M | 3.47% | 643,344 | Trimmed |
| 10 | IJT | ISHARES TR | $23.7M | 2.62% | 164,021 | Added |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | $21.8M | 2.40% | 473,032 | Added |
| 12 | IWF | ISHARES TR | $17.7M | 1.95% | 41,409 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $16.3M | 1.80% | 356,925 | Added |
| 14 | SCHM | SCHWAB STRATEGIC TR | $14.3M | 1.57% | 460,298 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $14.0M | 1.54% | 218,620 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $13.6M | 1.51% | 22,843 | Added |
| 17 | FTRB | FEDERATED HERMES ETF TRUST | $13.1M | 1.44% | 519,715 | Added |
| 18 | IJR | ISHARES TR | $12.6M | 1.39% | 101,258 | Trimmed |
| 19 | VBK | VANGUARD INDEX FDS | $10.3M | 1.13% | 33,972 | Added |
| 20 | SCHV | SCHWAB STRATEGIC TR | $8.9M | 0.98% | 290,865 | Trimmed |
| 21 | AAPL | APPLE INC | $8.6M | 0.94% | 33,719 | Trimmed |
| 22 | IWR | ISHARES TR | $7.5M | 0.83% | 77,633 | Trimmed |
| 23 | VTEB | VANGUARD MUN BD FDS | $7.3M | 0.81% | 147,287 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $7.4M | 0.81% | 11,343 | Added |
| 25 | EFA | ISHARES TR | $5.9M | 0.65% | 61,020 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31