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 $1.06B across 177 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FHI ($196.1M, 18.43%), SPDW ($91.8M, 8.63%), VO ($80.9M, 7.60%), MMIT ($64.8M, 6.09%), SCHG ($56.9M, 5.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FHI | FEDERATED HERMES INC | $196.1M | 18.43% | 3.6M | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $91.8M | 8.63% | 1.8M | Added |
| 3 | VO | VANGUARD INDEX FDS | $80.9M | 7.60% | 1.0M | Added |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $64.8M | 6.09% | 2.7M | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $56.9M | 5.34% | 1.7M | Added |
| 6 | IEMG | ISHARES INC | $54.1M | 5.08% | 652,670 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $42.2M | 3.97% | 1.4M | Added |
| 8 | MUB | ISHARES TR | $41.2M | 3.87% | 382,510 | Added |
| 9 | VNLA | JANUS DETROIT STR TR | $32.7M | 3.07% | 669,210 | Added |
| 10 | IJT | ISHARES TR | $30.3M | 2.84% | 169,475 | Added |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | $24.6M | 2.31% | 533,150 | Added |
| 12 | IWF | ISHARES TR | $20.7M | 1.94% | 166,537 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $17.1M | 1.61% | 376,993 | Added |
| 14 | SCHM | SCHWAB STRATEGIC TR | $16.7M | 1.57% | 451,823 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $16.0M | 1.51% | 224,996 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $15.2M | 1.43% | 22,119 | Trimmed |
| 17 | IJR | ISHARES TR | $14.4M | 1.36% | 97,291 | Trimmed |
| 18 | FTRB | FEDERATED HERMES ETF TRUST | $14.5M | 1.36% | 578,474 | Added |
| 19 | VBK | VANGUARD INDEX FDS | $12.1M | 1.14% | 33,134 | Trimmed |
| 20 | AAPL | APPLE INC | $10.6M | 1.00% | 36,791 | Added |
| 21 | SCHV | SCHWAB STRATEGIC TR | $9.9M | 0.93% | 285,387 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $9.5M | 0.89% | 25,438 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $8.4M | 0.79% | 11,195 | Trimmed |
| 24 | IWR | ISHARES TR | $8.2M | 0.77% | 74,389 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $7.1M | 0.67% | 141,089 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30