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

0$500.0M$1.0B$1.5B Q1 2024: $433.7M $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 Q2 2026

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%
PG The Procter & Gamble Co. 0.07% 1,918 $311K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,614 $308K Add +4.4%
PKOH Park-Ohio Holdings Corp. 0.07% 11,306 $302K Reduce -41.0%
VONV Vanguard Russell 1000 Value 0.07% 3,678 $289K Reduce -8.0%
OEF iShares S&P 100 ETF 0.07% 1,156 $286K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.07% 4,910 $283K New
MDYV SS SPDR S&P 400 MC Val ETF 0.06% 3,644 $277K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.06% 4,102 $269K No change
RTX RTX Corp. 0.06% 2,761 $269K New
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,626 $265K New
NEE Nextera Energy Inc. 0.06% 4,100 $262K New
LNG Cheniere Energy Inc. 0.06% 1,616 $261K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.06% 1,105 $261K No change
META Meta Platforms Inc. Class A 0.06% 530 $257K New
SUSC iShares ESG Aware Usd Corpor 0.06% 11,179 $257K Reduce -0.6%
VT Vanguard Tot World STK ETF 0.06% 2,302 $254K Add +6.3%
CMCSA Comcast Corp. Class A 0.06% 5,777 $250K Add +7.1%
HCC Warrior Met Coal Inc. 0.06% 4,000 $243K No change
LLY Eli Lilly & Co. 0.05% 305 $237K Reduce -28.1%
CSX CSX Corp. 0.05% 6,335 $235K Add +3.3%
CWB SS SPDR BB Conv Sec ETF 0.05% 3,207 $234K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,218 $234K Reduce -7.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 1,903 $233K New
PFE Pfizer Inc. 0.05% 8,364 $232K New
FV First Trust DW Focus 5 Fund 0.05% 3,919 $224K No change
PPG PPG Industries Inc. 0.05% 1,541 $223K Reduce -23.0%
PBH Prestige Consumer Healthcare 0.05% 3,065 $222K New
WELL Welltower Inc. 0.05% 2,310 $216K No change
NUSC Nuveen ESG Small-Cap ETF 0.05% 5,004 $208K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.05% 1,315 $205K New
ABT Abbott Laboratories 0.05% 1,761 $200K New
T AT&T Inc. 0.04% 10,812 $190K Add +3.6%
ICLN iShares Global Clean Energy 0.04% 11,389 $159K Add +0.1%
QBTS D-Wave Quantum Inc. 0.01% 12,500 $26K No change
GOLD RESOURCE CORP 0.00% 23,820 $10K No change
GLOBAL INTERACTIVE TECHNOLOG filed as HANRYU HLDGS INC 0.00% 12,595 $4K New

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

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