Schneider Downs Wealth Management Advisors, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Schneider Downs Wealth Management Advisors, LP reported 136 stock positions worth $433.7 million. Its top holding was Ste STR SPDR PT DW Eu ETF (SPDW) at 10.6% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 10.1%) and Schwab US Large-Cap Growth (SCHG, 8.3%). Compared with Q4 2023, it opened 22 new positions, sold out of 7, added to 49 and reduced 32. The biggest buy was Microsoft (MSFT, shares +24%) and the biggest sale Schwab US Large-Cap Value (SCHV, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- Pittsburgh, PA
- CIK
- 0001665359
- Portfolio Value
- $433.7M (Q1 2024)
- SEC Filing
- 0001172661-24-002081 ↗ filed May 8, 2024
Holdings Value
Holdings 136 stocks · $433.7M
| SPDW Ste STR SPDR PT DW Eu ETF | 10.55% | 1,277,260 | $45.8M | Add +8.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.05% | 174,506 | $43.6M | Add +8.4% |
| SCHG Schwab US Large-Cap Growth | 8.31% | 388,679 | $36.0M | Add +3.0% |
| MMIT Nylim Mackay Muni Intermedia | 6.37% | 1,132,112 | $27.6M | Add +18.5% |
| SCHX Schwab US Large-Cap ETF | 6.27% | 438,315 | $27.2M | Add +4.0% |
| MUB iShares National Muni Bond E | 5.04% | 203,272 | $21.9M | Add +13.8% |
| IJT iShares S&P Small-Cap 600 GR | 3.51% | 116,344 | $15.2M | Add +7.9% |
| IEMG iShares Core MSCI Emerging | 3.28% | 275,417 | $14.2M | Add +3.6% |
| IWF iShares Russell 1000 Growth | 3.24% | 41,746 | $14.1M | Reduce -2.2% |
| VNLA Janus Henderson Short Durati | 2.82% | 252,418 | $12.2M | Add +13.8% |
| VOO Vanguard S&P 500 ETF | 2.43% | 21,963 | $10.6M | Add +0.1% |
| MSFT Microsoft Corp. | 2.31% | 23,857 | $10.0M | Add +24.1% |
| VEA Vanguard Ftse Developed ETF | 1.90% | 164,192 | $8.2M | Reduce -2.2% |
| GTO Invesco Total Return Bond Et | 1.87% | 173,176 | $8.1M | Add +9.7% |
| IWR iShares Russell Mid-Cap ETF | 1.84% | 94,798 | $8.0M | Reduce -7.2% |
| IJR iShares Core S&P Small-Cap E | 1.71% | 67,297 | $7.4M | Add +1.8% |
| AAPL Apple Inc. | 1.60% | 40,428 | $6.9M | Add +39.6% |
| SCHM Schwab US Mid Cap ETF | 1.55% | 82,431 | $6.7M | Add +1.7% |
| SCHZ Schwab US Aggregate Bond ETF | 1.53% | 143,875 | $6.6M | Reduce -17.5% |
| EFA iShares MSCI Eafe ETF | 1.18% | 63,938 | $5.1M | No change |
| JPIE JPMorgan Income ETF | 1.10% | 104,973 | $4.8M | Add +13.6% |
| SCHV Schwab US Large-Cap Value | 1.03% | 58,668 | $4.5M | Reduce -39.2% |
| JHML John Hancock Multi Fact LRG | 0.76% | 50,673 | $3.3M | Add +12.5% |
| FMNB Farmers Natl Banc Corp. | 0.68% | 220,225 | $2.9M | No change |
| IVV iShares Core S&P 500 ETF | 0.67% | 5,518 | $2.9M | Reduce -3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 10,748 | $2.8M | Add +4.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.59% | 101,714 | $2.6M | Reduce -8.1% |
| SCHF Schwab Intl Equity ETF | 0.58% | 64,893 | $2.5M | Reduce -3.4% |
| FHI Federated Hermes Inc. | 0.58% | 69,978 | $2.5M | Reduce -7.3% |
| MMIN Nylim Mackay Muni Insured Et | 0.56% | 99,433 | $2.4M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 4,549 | $2.4M | Reduce -1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 45,710 | $2.3M | Add +0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.47% | 32,967 | $2.0M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.46% | 17,054 | $2.0M | Add +4.6% |
| CBZ Cbiz Inc. | 0.44% | 24,333 | $1.9M | Reduce -14.0% |
| ETN Eaton Corp. PLC | 0.40% | 5,569 | $1.7M | Add +1.0% |
| ANSS Ansys Inc. | 0.38% | 4,710 | $1.6M | No change |
| IVW iShares S&P 500 Growth ETF | 0.36% | 18,590 | $1.6M | No change |
| RELY Remitly Global Inc. | 0.36% | 74,728 | $1.5M | Reduce -6.9% |
| GLD SPDR Gold Shares | 0.34% | 7,268 | $1.5M | Reduce -3.0% |
| FHYS Fed Hermes SHRT Dur Hi Yield | 0.34% | 65,032 | $1.5M | No change |
| JPM JPMorgan Chase & Co. | 0.31% | 6,786 | $1.4M | Add +238.4% |
| BN Brookfield Corp. | 0.31% | 32,107 | $1.3M | No change |
| SCHA Schwab US Small-Cap ETF | 0.31% | 27,095 | $1.3M | Reduce -20.6% |
| PCAR Paccar Inc. | 0.28% | 9,949 | $1.2M | Add +0.6% |
| PRCH Porch Group Inc. | 0.28% | 283,611 | $1.2M | No change |
| FTRB Fed Hermes TTL RTRN BND | 0.27% | 46,977 | $1.2M | New |
| IVE iShares S&P 500 Value ETF | 0.26% | 6,062 | $1.1M | Reduce -2.7% |
| ESGD iShares Trust iShares ESG Aw | 0.26% | 14,098 | $1.1M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 18,173 | $1.1M | Add +0.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.25% | 33,421 | $1.1M | Add +8.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 10,379 | $1.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.22% | 6,374 | $962K | Add +58.4% |
| VONG Vanguard Russell 1000 Growth | 0.21% | 10,400 | $901K | Add +8.9% |
| AMGN Amgen Inc. | 0.18% | 2,790 | $793K | Add +58.2% |
| AMZN Amazon.com Inc. | 0.18% | 4,295 | $775K | Add +33.8% |
| PNC PNC Financial Services Group | 0.17% | 4,644 | $751K | Add +8.7% |
| NVDA Nvidia Corp. | 0.17% | 814 | $735K | Reduce -1.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 6,984 | $725K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.16% | 8,163 | $713K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 3,096 | $708K | Add +8.6% |
| IWM iShares Russell 2000 ETF | 0.15% | 3,156 | $664K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.14% | 9,949 | $628K | New |
| JNJ Johnson & Johnson | 0.14% | 3,818 | $604K | Add +85.8% |
| RJF Raymond James Financial Inc. | 0.14% | 4,645 | $597K | Reduce -52.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 8,016 | $595K | Reduce -11.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.13% | 5,683 | $584K | Add +0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 1,462 | $582K | No change |
| COST Costco Wholesale Corp. | 0.13% | 793 | $581K | Add +7.2% |
| MCD McDonald's Corp. | 0.13% | 1,996 | $563K | New |
| MFC Manulife Financial Corp. | 0.13% | 22,252 | $556K | Reduce -7.3% |
| V Visa Inc. Class A | 0.12% | 1,907 | $532K | Add +137.2% |
| GOOG Alphabet Inc. Class C | 0.12% | 3,484 | $530K | New |
| MRK Merck & Co. Inc. | 0.12% | 3,991 | $527K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 2,000 | $521K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 20,666 | $506K | Reduce -5.4% |
| ORCL Oracle Corp. | 0.12% | 3,981 | $500K | No change |
| WMT Walmart Inc. | 0.12% | 8,289 | $499K | Add +61.5% |
| GDX Vaneck Gold Miners ETF | 0.11% | 15,691 | $496K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 5,432 | $496K | No change |
| TRS Trimas Corp. | 0.11% | 18,474 | $494K | Reduce -18.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,099 | $488K | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,160 | $488K | Add +10.2% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 2,536 | $463K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 3,828 | $453K | No change |
| KKR KKR & Co. Inc. | 0.10% | 4,500 | $453K | No change |
| LULU Lululemon Athletica Inc. | 0.09% | 1,015 | $397K | No change |
| AGG iShares Core U.S. Aggregate | 0.09% | 4,020 | $394K | Reduce -6.2% |
| FDV Fed Hermes US Strat Div ETF | 0.09% | 15,242 | $385K | No change |
| BIP Brookfield Infrastructure Pa | 0.09% | 12,117 | $378K | Add +2.7% |
| PEP Pepsico Inc. | 0.09% | 2,160 | $378K | Add +72.3% |
| CSCO Cisco Systems Inc. | 0.09% | 7,513 | $375K | New |
| VNQ Vanguard Real Estate ETF | 0.09% | 4,305 | $372K | Add +0.6% |
| JGRO JPMorgan Active Growth ETF | 0.08% | 5,130 | $360K | New |
| BAM Brookfield Asset Mgmt-A | 0.08% | 8,547 | $359K | Add +6.0% |
| HD Home Depot Inc. | 0.08% | 918 | $352K | New |
| EEM iShares MSCI Emerging Market | 0.08% | 8,350 | $343K | No change |
| XLK SS Technology Select Sector | 0.07% | 1,539 | $321K | No change |
| ABBV Abbvie Inc. | 0.07% | 1,759 | $320K | Add +12.9% |
| XLE SS Energy Select Sector | 0.07% | 3,312 | $313K | Add +0.1% |
Portfolio Sells Q4 2023 → Q1 2024
| SCHV Schwab US Large-Cap Value | Reduce -39.2% | 1.03% | −0.73 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -17.5% | 1.53% | −0.59 |
| IWR iShares Russell Mid-Cap ETF | Reduce -7.2% | 1.84% | −0.23 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 1.90% | −0.19 |
| RJF Raymond James Financial Inc. | Reduce -52.5% | 0.14% | −0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -8.1% | 0.59% | −0.12 |
| IWF iShares Russell 1000 Growth | Reduce -2.2% | 3.24% | −0.12 |
| SCHA Schwab US Small-Cap ETF | Reduce -20.6% | 0.31% | −0.11 |
| MMIN Nylim Mackay Muni Insured Et | Reduce -4.5% | 0.56% | −0.11 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.10 |
| FHI Federated Hermes Inc. | Reduce -7.3% | 0.58% | −0.08 |
| PKOH Park-Ohio Holdings Corp. | Reduce -41.0% | 0.07% | −0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -3.4% | 0.58% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.06 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.06 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.06 |
| RELY Remitly Global Inc. | Reduce -6.9% | 0.36% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 0.67% | −0.04 |
| TRS Trimas Corp. | Reduce -18.8% | 0.11% | −0.04 |
| AMC AMC Entertainment HLDS Class A | Sold out | 0.00% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.8% | 0.14% | −0.03 |
| GLD SPDR Gold Shares | Reduce -3.0% | 0.34% | −0.03 |
| PPG PPG Industries Inc. | Reduce -23.0% | 0.05% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 0.55% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.0% | 0.26% | −0.02 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -5.4% | 0.12% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -2.7% | 0.26% | −0.02 |
| CBZ Cbiz Inc. | Reduce -14.0% | 0.44% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -6.2% | 0.09% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.1% | 0.47% | −0.02 |
| HYMC Hycroft Mining Holding Co. Class A | Sold out | 0.00% | −0.02 |
| TELFY Telefonica SA-Spon ADR | Sold out | 0.00% | −0.01 |
| MFC Manulife Financial Corp. | Reduce -7.3% | 0.13% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -28.1% | 0.05% | −0.01 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -0.6% | 0.06% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -8.0% | 0.07% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.8% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.7% | 0.11% | −0.01 |
| NVDA Nvidia Corp. | Reduce -1.6% | 0.17% | +0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +24.1% | 2.31% | +0.43 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.4% | 10.05% | +0.31 |
| FTRB Fed Hermes TTL RTRN BND | New | 0.27% | +0.27 |
| MMIT Nylim Mackay Muni Intermedia | Add +18.5% | 6.37% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +238.4% | 0.31% | +0.22 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.9% | 10.55% | +0.19 |
| SCHG Schwab US Large-Cap Growth | Add +3.0% | 8.31% | +0.17 |
| AAPL Apple Inc. | Add +39.6% | 1.60% | +0.15 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.14% | +0.14 |
| MCD McDonald's Corp. | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | New | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | New | 0.12% | +0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.12% | +0.12 |
| SCHX Schwab US Large-Cap ETF | Add +4.0% | 6.27% | +0.09 |
| CSCO Cisco Systems Inc. | New | 0.09% | +0.09 |
| JGRO JPMorgan Active Growth ETF | New | 0.08% | +0.08 |
| HD Home Depot Inc. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +58.4% | 0.22% | +0.08 |
| PG The Procter & Gamble Co. | New | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +137.2% | 0.12% | +0.07 |
| JHML John Hancock Multi Fact LRG | Add +12.5% | 0.76% | +0.07 |
| BNY Bank of New York Mellon Corp. | New | 0.07% | +0.07 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | Add +1.0% | 0.40% | +0.06 |
| JNJ Johnson & Johnson | Add +85.8% | 0.14% | +0.06 |
| DIS The Walt Disney Co. | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +33.8% | 0.18% | +0.05 |
| PBH Prestige Consumer Healthcare | New | 0.05% | +0.05 |
| AMGN Amgen Inc. | Add +58.2% | 0.18% | +0.05 |
| NUSC Nuveen ESG Small-Cap ETF | New | 0.05% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +61.5% | 0.12% | +0.04 |
| VNLA Janus Henderson Short Durati | Add +13.8% | 2.82% | +0.04 |
| XOM Exxon Mobil Corp. | Add +4.6% | 0.46% | +0.03 |
| PCAR Paccar Inc. | Add +0.6% | 0.28% | +0.03 |
| PEP Pepsico Inc. | Add +72.3% | 0.09% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.2% | 0.11% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +8.9% | 0.21% | +0.01 |
| ABBV Abbvie Inc. | Add +12.9% | 0.07% | +0.01 |
| COST Costco Wholesale Corp. | Add +7.2% | 0.13% | +0.01 |
| JPIE JPMorgan Income ETF | Add +13.6% | 1.10% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.0% | 0.64% | +0.01 |
| MUB iShares National Muni Bond E | Add +13.8% | 5.04% | +0.01 |
| IBM Intl Business Machines Corp. | Add +4.4% | 0.07% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.6% | 0.16% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $1.1B | FHI, SPDW, VO, MMIT, SCHG |
| Q1 2026 | 156 | $906.8M | FHI, SPDW, VO, MMIT, SCHG |
| Q4 2025 | 156 | $887.1M | FHI, SPDW, VO, MMIT, SCHG |
| Q3 2025 | 148 | $842.7M | FHI, SPDW, VO, MMIT, SCHG |
| Q2 2025 | 146 | $668.8M | SPDW, VO, SCHG, MMIT, SCHX |
| Q1 2025 | 141 | $552.1M | VO, SPDW, MMIT, SCHG, SCHX |
| Q4 2024 | 138 | $531.6M | VO, SPDW, SCHG, MMIT, SCHX |
| Q3 2024 | 143 | $488.6M | VO, SPDW, SCHG, MMIT, SCHX |
| Q2 2024 | 131 | $449.4M | VO, SPDW, SCHG, MMIT, SCHX |
| Q1 2024 | 136 | $433.7M | SPDW, VO, SCHG, MMIT, SCHX |