Schneider Downs Wealth Management Advisors, LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Schneider Downs Wealth Management Advisors, LP reported 177 stock positions worth $1.1 billion. Its top holding was Federated Hermes (FHI) at 18.4% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 8.6%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.6%). Compared with Q1 2026, it opened 25 new positions, sold out of 4, added to 68 and reduced 33. The biggest buy was Federated Hermes (FHI, shares +30%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −4%).

Most Recent 13F
Q2 2026
Location
Pittsburgh, PA
CIK
0001665359
Portfolio Value
$1.1B (Q2 2026)
SEC Filing
0001172661-26-003083 ↗ filed Aug 5, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $433.7M Q1 2024 Q2 2024: $449.4M Q2 2024 Q3 2024: $488.6M Q3 2024 Q4 2024: $531.6M Q4 2024 Q1 2025: $552.1M Q1 2025 Q2 2025: $668.8M Q2 2025 Q3 2025: $842.7M Q3 2025 Q4 2025: $887.1M Q4 2025 Q1 2026: $906.8M Q1 2026 Q2 2026: $1.1B $1.1B Q2 2026

Holdings 177 stocks · $1.1B
FHI Federated Hermes Inc. 18.43% 3,551,578 $196.1M Add +30.2%
SPDW Ste STR SPDR PT DW Eu ETF 8.63% 1,822,730 $91.8M Add +1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 7.60% 1,004,416 $80.9M Add +2.1%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 6.09% 2,659,925 $64.8M Add +3.1%
SCHG Schwab US Large-Cap Growth 5.34% 1,680,065 $56.9M Add +2.4%
IEMG iShares Core MSCI Emerging 5.08% 652,670 $54.1M Add +1.7%
SCHX Schwab US Large-Cap ETF 3.97% 1,434,461 $42.2M Add +0.5%
MUB iShares National Muni Bond E 3.87% 382,510 $41.2M Add +6.1%
VNLA Janus Henderson Short Durati 3.07% 669,210 $32.7M Add +4.0%
IJT iShares S&P Small-Cap 600 GR 2.84% 169,475 $30.3M Add +3.3%
JPIE JPMorgan Income ETF 2.31% 533,150 $24.6M Add +12.7%
IWF iShares Russell 1000 Growth 1.94% 166,537 $20.7M Add +0.5%
FBND Fidelity Total Bond ETF 1.61% 376,993 $17.1M Add +5.6%
SCHM Schwab US Mid Cap ETF 1.57% 451,823 $16.7M Reduce -1.8%
VEA Vanguard Ftse Developed ETF 1.51% 224,996 $16.0M Add +2.9%
VOO Vanguard S&P 500 ETF 1.43% 22,119 $15.2M Reduce -3.2%
FTRB Fed Hermes TTL RTRN BND 1.36% 578,474 $14.5M Add +11.3%
IJR iShares Core S&P Small-Cap E 1.36% 97,291 $14.4M Reduce -3.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.14% 33,134 $12.1M Reduce -2.5%
AAPL Apple Inc. 1.00% 36,791 $10.6M Add +9.1%
SCHV Schwab US Large-Cap Value 0.93% 285,387 $9.9M Reduce -1.9%
MSFT Microsoft Corp. 0.89% 25,438 $9.5M Add +100.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.79% 11,195 $8.4M Reduce -1.3%
IWR iShares Russell Mid-Cap ETF 0.77% 74,389 $8.2M Reduce -4.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.67% 141,089 $7.1M Reduce -4.2%
EFA iShares MSCI Eafe ETF 0.60% 61,137 $6.4M Add +0.2%
FEGE First Eagle GL Equity ETF 0.55% 120,030 $5.9M Add +11.6%
JHML John Hancock Multi Fact LRG 0.54% 64,641 $5.8M Reduce -1.9%
IVV iShares Core S&P 500 ETF 0.52% 7,353 $5.5M Add +23.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.41% 17,820 $4.3M Add +34.6%
PRCH Porch Group Inc. 0.39% 274,216 $4.1M No change
IEFA iShares Core MSCI Eafe ETF 0.36% 39,146 $3.8M Add +12.1%
GOOGL Alphabet Inc. Class A 0.34% 10,102 $3.6M Add +8.3%
IVW iShares S&P 500 Growth ETF 0.33% 25,287 $3.5M Reduce -1.3%
RJF Raymond James Financial Inc. 0.31% 21,840 $3.3M Add +1.4%
SCHF Schwab Intl Equity ETF 0.31% 119,578 $3.3M Reduce -0.4%
VONG Vanguard Russell 1000 Growth 0.30% 25,058 $3.2M Reduce -4.0%
DSI iShares ESG MSCI KLD 400 ETF 0.29% 21,863 $3.1M No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.29% 34,566 $3.0M No change
PNC PNC Financial Services Group 0.28% 12,192 $3.0M Add +3.2%
GOOG Alphabet Inc. Class C 0.28% 8,344 $2.9M Reduce -0.4%
JPM JPMorgan Chase & Co. 0.27% 8,889 $2.9M Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.27% 7,634 $2.8M Add +12.4%
GLD SPDR Gold Shares 0.26% 7,528 $2.8M Add +10.7%
MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E 0.26% 113,938 $2.8M Add +0.9%
AMZN Amazon.com Inc. 0.24% 10,849 $2.6M Add +10.0%
DFAC Dimensional US Core Equity 2 0.24% 57,831 $2.6M No change
VB Vanguard Most SM-Cap ETF-Usd 0.24% 8,369 $2.5M Add +3.5%
IVE iShares S&P 500 Value ETF 0.23% 10,893 $2.5M No change
XOM Exxon Mobil Corp. 0.22% 16,927 $2.3M Add +766.3%
JGRO JPMorgan Active Growth ETF 0.21% 22,959 $2.3M Add +7.5%
BRK.A Berkshire Hathaway Inc. Class A 0.21% 3 $2.2M No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.21% 60,826 $2.2M Reduce -8.7%
BN Brookfield Corp. 0.19% 48,234 $2.1M No change
ETN Eaton Corp. PLC 0.19% 4,783 $2.0M Add +168.7%
IJH iShares Core S&P Midcap ETF 0.17% 24,026 $1.9M Reduce -0.0%
SCHA Schwab US Small-Cap ETF 0.16% 46,750 $1.7M Reduce -0.5%
NVDA Nvidia Corp. 0.16% 8,335 $1.7M Add +7.9%
ESGD iShares Trust iShares ESG Aw 0.15% 15,808 $1.6M Add +11.0%
RELY Remitly Global Inc. 0.13% 62,848 $1.4M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 9,099 $1.4M Add +3.9%
IJK iShares S&P Mid-Cap 400 Grow 0.12% 10,589 $1.2M No change
QQQ Invesco QQQ Trust Series 1 0.11% 1,636 $1.2M Add +0.9%
IJJ iShares S&P Mid-Cap 400 Valu 0.11% 8,058 $1.2M No change
RKLB Rocket Lab Corp. 0.11% 11,610 $1.2M Add +5.3%
GDX Vaneck Gold Miners ETF 0.11% 15,320 $1.2M Add +4.4%
VNQ Vanguard Real Estate ETF 0.11% 11,657 $1.1M Add +0.2%
WMT Walmart Inc. 0.11% 9,902 $1.1M Reduce -1.0%
VONV Vanguard Russell 1000 Value 0.10% 10,500 $1.1M Reduce -0.3%
COST Costco Wholesale Corp. 0.10% 1,181 $1.1M Add +0.8%
IWM iShares Russell 2000 ETF 0.10% 3,642 $1.1M No change
CAT Caterpillar Inc. 0.10% 1,017 $1.1M Add +0.2%
IJS iShares S&P Small-Cap 600 Va 0.10% 7,855 $1.1M Add +0.2%
SUSB iShares ESG Aware 1-5 Year U 0.10% 41,640 $1.0M Add +1.5%
V Visa Inc. Class A 0.10% 3,031 $1.0M Reduce -4.5%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 2,064 $1.0M Add +81.8%
AVGO Broadcom Inc. 0.10% 2,721 $1.0M Add +29.3%
META Meta Platforms Inc. Class A 0.09% 1,760 $991K No change
AMGN Amgen Inc. 0.09% 2,628 $952K Add +75.2%
JNJ Johnson & Johnson 0.09% 3,705 $941K Add +7.8%
SUSC iShares ESG Aware Usd Corpor 0.08% 38,910 $901K Add +1.6%
MDYG SS SPDR S&P 400 MC GR ETF 0.08% 7,939 $890K No change
AMD Advanced Micro Devices 0.08% 1,463 $850K New
TRS Trimas Corp. 0.08% 18,474 $832K No change
PKOH Park-Ohio Holdings Corp. 0.08% 21,500 $827K New
ESGE iShares Inc. iShares ESG Awar 0.07% 14,388 $787K Add +2.9%
SLDE Slide Insurance Holdings Inc. 0.07% 40,429 $783K No change
XLE SS Energy Select Sector 0.07% 14,278 $758K Reduce -3.6%
CBZ Cbiz Inc. 0.07% 23,315 $748K Add +0.4%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.07% 1,334 $697K Reduce -6.0%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.06% 346 $688K Add +11.6%
EFG iShares MSCI Eafe Growth ETF 0.06% 5,471 $681K No change
GBTC Grayscale Bitcoin Trust ETF 0.06% 14,429 $657K Reduce -2.3%
MFC Manulife Financial Corp. 0.06% 15,840 $642K No change
ABBV Abbvie Inc. 0.06% 2,505 $630K No change
XLK SS Technology Select Sector 0.06% 3,298 $628K Reduce -4.2%
CSCO Cisco Systems Inc. 0.06% 5,223 $613K Reduce -6.8%
NEE Nextera Energy Inc. 0.06% 6,832 $600K No change
SCHZ Schwab US Aggregate Bond ETF 0.05% 25,182 $582K No change
RTX RTX Corp. 0.05% 3,054 $579K Reduce -7.5%

Show all 177 holdings

Portfolio Sells Q1 2026 → Q2 2026
VTEB Vanguard Tax-Exempt Bond ETF Reduce -4.2% 0.67% −0.14
VOO Vanguard S&P 500 ETF Reduce -3.2% 1.43% −0.08
IWR iShares Russell Mid-Cap ETF Reduce -4.2% 0.77% −0.06
SCHV Schwab US Large-Cap Value Reduce -1.9% 0.93% −0.04
IJUL Innovator International Deve Reduce -59.1% 0.02% −0.04
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -8.7% 0.21% −0.03
EJUL Innovator Emerging Markets P Sold out 0.00% −0.03
IJR iShares Core S&P Small-Cap E Reduce -3.9% 1.36% −0.03
WMT Walmart Inc. Reduce -1.0% 0.11% −0.03
XLE SS Energy Select Sector Reduce -3.6% 0.07% −0.03
HON Honeywell International Inc. Sold out 0.00% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 0.79% −0.03
JHML John Hancock Multi Fact LRG Reduce -1.9% 0.54% −0.03
SPGI S&P Global Inc. Sold out 0.00% −0.03
GBTC Grayscale Bitcoin Trust ETF Reduce -2.3% 0.06% −0.02
MCD McDonald's Corp. Reduce -4.2% 0.04% −0.02
UBER Uber Technologies Inc. Reduce -14.9% 0.05% −0.02
SCHF Schwab Intl Equity ETF Reduce -0.4% 0.31% −0.02
RTX RTX Corp. Reduce -7.5% 0.05% −0.02
VONG Vanguard Russell 1000 Growth Reduce -4.0% 0.30% −0.01
V Visa Inc. Class A Reduce -4.5% 0.10% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -6.0% 0.07% −0.01
SCHM Schwab US Mid Cap ETF Reduce -1.8% 1.57% −0.01
IJH iShares Core S&P Midcap ETF Reduce -0.0% 0.17% −0.00
XME SS SPDR S&P Metals Mining Reduce -1.9% 0.02% −0.00
VONV Vanguard Russell 1000 Value Reduce -0.3% 0.10% −0.00
PM Philip Morris International Reduce -2.6% 0.03% −0.00
IBM Intl Business Machines Corp. Reduce -5.1% 0.04% −0.00
ICLN iShares Global Clean Energy Reduce -4.1% 0.02% −0.00
IGC Igc Pharma Inc. Sold out 0.00% −0.00
VGT Vanguard Info Tech ETF Reduce -4.5% 0.05% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -2.5% 1.14% +0.01
IVW iShares S&P 500 Growth ETF Reduce -1.3% 0.33% +0.01
SCHA Schwab US Small-Cap ETF Reduce -0.5% 0.16% +0.01
XLK SS Technology Select Sector Reduce -4.2% 0.06% +0.01
CSCO Cisco Systems Inc. Reduce -6.8% 0.06% +0.01
GOOG Alphabet Inc. Class C Reduce -0.4% 0.28% +0.01

Portfolio Buys Q1 2026 → Q2 2026
FHI Federated Hermes Inc. Add +30.2% 18.43% +1.37
MSFT Microsoft Corp. Add +100.2% 0.89% +0.37
IJT iShares S&P Small-Cap 600 GR Add +3.3% 2.84% +0.23
XOM Exxon Mobil Corp. Add +766.3% 0.22% +0.18
IEMG iShares Core MSCI Emerging Add +1.7% 5.08% +0.15
ETN Eaton Corp. PLC Add +168.7% 0.19% +0.12
IVV iShares Core S&P 500 ETF Add +23.9% 0.52% +0.09
VBR Vngrd Mrngst SL-CP Val ETF-U Add +34.6% 0.41% +0.09
AMD Advanced Micro Devices New 0.08% +0.08
PKOH Park-Ohio Holdings Corp. New 0.08% +0.08
SCHG Schwab US Large-Cap Growth Add +2.4% 5.34% +0.07
AAPL Apple Inc. Add +9.1% 1.00% +0.06
LRCX Lam Research Corp. New 0.05% +0.05
MU Micron Technology Inc. New 0.05% +0.05
TSLA Tesla Inc. New 0.04% +0.04
GOOGL Alphabet Inc. Class A Add +8.3% 0.34% +0.04
SCHD Schwab US DVD Equity ETF New 0.04% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +81.8% 0.10% +0.04
RKLB Rocket Lab Corp. Add +5.3% 0.11% +0.03
AMGN Amgen Inc. Add +75.2% 0.09% +0.03
AVUV Avantis US Small Cap Value New 0.03% +0.03
VTI VG Morningstar TS MKT ETF-US Add +12.4% 0.27% +0.03
AGG iShares Core U.S. Aggregate New 0.03% +0.03
FLEX Flex Ltd. New 0.03% +0.03
AVGO Broadcom Inc. Add +29.3% 0.10% +0.02
LLY Eli Lilly & Co. New 0.02% +0.02
VXUS Vanguard Total Intl Stock New 0.02% +0.02
FV First Trust DW Focus 5 Fund New 0.02% +0.02
CAT Caterpillar Inc. Add +0.2% 0.10% +0.02
SIRI Sirius XM Holdings Inc. New 0.02% +0.02
ISCB iShares Morningstar SM Cap New 0.02% +0.02
BAC Bank of America Corp. New 0.02% +0.02
LOAN Manhattan Bridge Capital Inc. New 0.02% +0.02
RSP Invesco S&P 500 Equal Weight New 0.02% +0.02
IWS iShares Russell Mid-Cap Valu New 0.02% +0.02
EWD iShares MSCI Sweden ETF New 0.02% +0.02
ASML ASML Holding NV-NY Reg SHS Add +11.6% 0.06% +0.02
AMAT Applied Materials Inc. New 0.02% +0.02
UNP Union Pacific Corp. New 0.02% +0.02
PH Parker Hannifin Corp. New 0.02% +0.02
CWB SS SPDR BB Conv Sec ETF New 0.02% +0.02
AMZN Amazon.com Inc. Add +10.0% 0.24% +0.02
JGRO JPMorgan Active Growth ETF Add +7.5% 0.21% +0.01
PNC PNC Financial Services Group Add +3.2% 0.28% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.9% 0.11% +0.01
NVDA Nvidia Corp. Add +7.9% 0.16% +0.01
PG The Procter & Gamble Co. Add +46.5% 0.03% +0.01
PTON Peloton Interactive Inc. Class A New 0.01% +0.01
TMQ Trilogy Metals Inc. New 0.01% +0.01
IEFA iShares Core MSCI Eafe ETF Add +12.1% 0.36% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$1.1BFHI, SPDW, VO, MMIT, SCHG
Q1 2026 156$906.8MFHI, SPDW, VO, MMIT, SCHG
Q4 2025 156$887.1MFHI, SPDW, VO, MMIT, SCHG
Q3 2025 148$842.7MFHI, SPDW, VO, MMIT, SCHG
Q2 2025 146$668.8MSPDW, VO, SCHG, MMIT, SCHX
Q1 2025 141$552.1MVO, SPDW, MMIT, SCHG, SCHX
Q4 2024 138$531.6MVO, SPDW, SCHG, MMIT, SCHX
Q3 2024 143$488.6MVO, SPDW, SCHG, MMIT, SCHX
Q2 2024 131$449.4MVO, SPDW, SCHG, MMIT, SCHX
Q1 2024 136$433.7MSPDW, VO, SCHG, MMIT, SCHX