Schneider Downs Wealth Management Advisors, LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Schneider Downs Wealth Management Advisors, LP reported 131 stock positions worth $449.4 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 10.3% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 10.2%) and Schwab US Large-Cap Growth (SCHG, 8.4%). Compared with Q1 2024, it opened 5 new positions, sold out of 10, added to 24 and reduced 56. The biggest buy was a new position in Fidelity Total Bond ETF (FBND) and the biggest sale Invesco Total Return Bond Et (GTO, shares −79%).

Most Recent 13F
Q2 2026
Location
Pittsburgh, PA
CIK
0001665359
Portfolio Value
$449.4M (Q2 2024)
SEC Filing
0001172661-24-003127 ↗ filed Aug 7, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $433.7M Q1 2024 Q2 2024: $449.4M $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 131 stocks · $449.4M
VO Vngrd Mrngstr MD-Cap ETF-Usd 10.25% 190,365 $46.1M Add +9.1%
SPDW Ste STR SPDR PT DW Eu ETF 10.23% 1,311,081 $46.0M Add +2.6%
SCHG Schwab US Large-Cap Growth 8.44% 376,107 $37.9M Reduce -3.2%
MMIT Nylim Mackay Muni Intermedia 6.87% 1,277,343 $30.9M Add +12.8%
SCHX Schwab US Large-Cap ETF 6.82% 476,832 $30.6M Add +8.8%
MUB iShares National Muni Bond E 5.37% 226,507 $24.1M Add +11.4%
IWF iShares Russell 1000 Growth 3.51% 43,265 $15.8M Add +3.6%
IJT iShares S&P Small-Cap 600 GR 3.46% 121,064 $15.5M Add +4.1%
IEMG iShares Core MSCI Emerging 3.36% 282,236 $15.1M Add +2.5%
VNLA Janus Henderson Short Durati 2.71% 251,370 $12.2M Reduce -0.4%
VOO Vanguard S&P 500 ETF 2.41% 21,681 $10.8M Reduce -1.3%
MSFT Microsoft Corp. 2.34% 23,532 $10.5M Reduce -1.4%
AAPL Apple Inc. 1.85% 39,425 $8.3M Reduce -2.5%
VEA Vanguard Ftse Developed ETF 1.78% 161,960 $8.0M Reduce -1.4%
IJR iShares Core S&P Small-Cap E 1.61% 67,806 $7.2M Add +0.8%
EFA iShares MSCI Eafe ETF 1.53% 87,744 $6.9M Add +37.2%
IWR iShares Russell Mid-Cap ETF 1.48% 82,206 $6.7M Reduce -13.3%
SCHM Schwab US Mid Cap ETF 1.46% 84,390 $6.6M Add +2.4%
JPIE JPMorgan Income ETF 1.37% 135,900 $6.2M Add +29.5%
FBND Fidelity Total Bond ETF 1.36% 135,652 $6.1M New
FTRB Fed Hermes TTL RTRN BND 1.33% 240,796 $6.0M Add +412.6%
SCHV Schwab US Large-Cap Value 0.89% 54,025 $4.0M Reduce -7.9%
JHML John Hancock Multi Fact LRG 0.75% 51,877 $3.4M Add +2.4%
IVV iShares Core S&P 500 ETF 0.67% 5,484 $3.0M Reduce -0.6%
VTI VG Morningstar TS MKT ETF-US 0.63% 10,631 $2.8M Reduce -1.1%
FMNB Farmers Natl Banc Corp. 0.61% 220,225 $2.8M No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.59% 100,211 $2.7M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 4,549 $2.5M No change
SCHF Schwab Intl Equity ETF 0.55% 63,847 $2.5M Reduce -1.6%
DSI iShares ESG MSCI KLD 400 ETF 0.52% 22,579 $2.3M Add +117.5%
FHI Federated Hermes Inc. 0.51% 69,182 $2.3M Reduce -1.1%
MMIN Nylim Mackay Muni Insured Et 0.50% 93,949 $2.3M Reduce -5.5%
SPYM Ste STR SPDR PT S&P 500 ETF 0.47% 32,967 $2.1M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.45% 39,924 $2.0M Reduce -12.7%
XOM Exxon Mobil Corp. 0.43% 16,735 $1.9M Reduce -1.9%
CBZ Cbiz Inc. 0.40% 23,998 $1.8M Reduce -1.4%
ETN Eaton Corp. PLC 0.39% 5,569 $1.7M No change
GTO Invesco Total Return Bond Et filed as POWERSHARES ACTIVELY MANAGED 0.38% 37,239 $1.7M Reduce -78.5%
IVW iShares S&P 500 Growth ETF 0.38% 18,590 $1.7M No change
GLD SPDR Gold Shares 0.35% 7,268 $1.6M No change
ANSS Ansys Inc. 0.34% 4,710 $1.5M No change
FHYS Fed Hermes SHRT Dur Hi Yield 0.33% 65,032 $1.5M No change
BN Brookfield Corp. 0.30% 32,107 $1.3M No change
JPM JPMorgan Chase & Co. 0.28% 6,256 $1.3M Reduce -7.8%
SCHA Schwab US Small-Cap ETF 0.27% 25,989 $1.2M Reduce -4.1%
ESGE iShares Inc. iShares ESG Awar 0.25% 33,421 $1.1M No change
ESGD iShares Trust iShares ESG Aw 0.25% 14,098 $1.1M No change
IVE iShares S&P 500 Value ETF 0.25% 6,062 $1.1M No change
VNQ Vanguard Real Estate ETF 0.24% 12,963 $1.1M Add +201.1%
GOOGL Alphabet Inc. Class A 0.24% 5,934 $1.1M Reduce -6.9%
IJH iShares Core S&P Midcap ETF 0.23% 17,979 $1.1M Reduce -1.1%
PCAR Paccar Inc. 0.23% 9,891 $1.0M Reduce -0.6%
VONG Vanguard Russell 1000 Growth 0.22% 10,400 $976K No change
NVDA Nvidia Corp. 0.20% 7,409 $915K Reduce -9.0%
RELY Remitly Global Inc. 0.20% 73,928 $896K Reduce -1.1%
AMGN Amgen Inc. 0.19% 2,781 $869K Reduce -0.3%
AMZN Amazon.com Inc. 0.17% 4,001 $773K Reduce -6.8%
EFG iShares MSCI Eafe Growth ETF 0.16% 6,984 $714K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.15% 8,163 $686K No change
COST Costco Wholesale Corp. 0.15% 775 $659K Reduce -2.3%
GOOG Alphabet Inc. Class C 0.14% 3,484 $639K No change
IWM iShares Russell 2000 ETF 0.14% 3,124 $634K Reduce -1.0%
PNC PNC Financial Services Group 0.14% 4,010 $623K Reduce -13.7%
SCHZ Schwab US Aggregate Bond ETF 0.14% 13,439 $613K Reduce -90.7%
RJF Raymond James Financial Inc. 0.13% 4,645 $574K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 1,462 $572K No change
ORCL Oracle Corp. 0.13% 4,005 $566K Add +0.6%
WMT Walmart Inc. 0.13% 8,329 $564K Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.13% 2,583 $563K Reduce -16.6%
QQQ Invesco QQQ Trust Series 1 0.12% 1,128 $540K Add +2.6%
JGRO JPMorgan Active Growth ETF 0.12% 7,154 $538K Add +39.5%
IWO iShares Russell 2000 Growth 0.12% 2,037 $535K New
GBTC Grayscale Bitcoin Trust ETF 0.11% 9,685 $516K Reduce -2.6%
SUSB iShares ESG Aware 1-5 Year U 0.11% 20,666 $506K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.11% 2,000 $500K No change
MCD McDonald's Corp. 0.11% 1,907 $486K Reduce -4.5%
GDX Vaneck Gold Miners ETF 0.11% 14,249 $483K Reduce -9.2%
IJK iShares S&P Mid-Cap 400 Grow 0.11% 5,432 $479K No change
JNJ Johnson & Johnson 0.11% 3,272 $478K Reduce -14.3%
KKR KKR & Co. Inc. 0.11% 4,500 $474K No change
TRS Trimas Corp. 0.11% 18,474 $472K No change
V Visa Inc. Class A 0.10% 1,768 $464K Reduce -7.3%
VIG Vanguard Dividend Apprec ETF 0.10% 2,536 $463K No change
IJS iShares S&P Small-Cap 600 Va 0.10% 4,681 $455K Reduce -17.6%
IEFA iShares Core MSCI Eafe ETF 0.10% 6,257 $455K Reduce -21.9%
PKOH Park-Ohio Holdings Corp. 0.10% 17,306 $448K Add +53.1%
MRK Merck & Co. Inc. 0.10% 3,522 $436K Reduce -11.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.10% 3,828 $434K No change
XLE SS Energy Select Sector 0.10% 4,745 $433K Add +43.3%
PRCH Porch Group Inc. 0.10% 283,611 $428K No change
MFC Manulife Financial Corp. 0.09% 15,894 $423K Reduce -28.6%
BIP Brookfield Infrastructure Pa 0.09% 15,380 $422K Add +26.9%
XLK SS Technology Select Sector 0.09% 1,769 $400K Add +14.9%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 976 $397K Reduce -15.9%
FDV Fed Hermes US Strat Div ETF 0.08% 15,242 $379K No change
EEM iShares MSCI Emerging Market 0.08% 8,350 $356K No change
AGG iShares Core U.S. Aggregate 0.07% 3,463 $336K Reduce -13.9%
PEP Pepsico Inc. 0.07% 2,027 $334K Reduce -6.2%
BAM Brookfield Asset Mgmt-A 0.07% 8,547 $325K No change
OEF iShares S&P 100 ETF 0.07% 1,156 $306K No change
LULU Lululemon Athletica Inc. 0.07% 1,015 $303K No change
HD Home Depot Inc. 0.06% 834 $287K Reduce -9.2%
PG The Procter & Gamble Co. 0.06% 1,713 $283K Reduce -10.7%
VONV Vanguard Russell 1000 Value 0.06% 3,678 $282K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.06% 4,102 $280K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,614 $279K No change
LNG Cheniere Energy Inc. 0.06% 1,591 $278K Reduce -1.6%
CSCO Cisco Systems Inc. 0.06% 5,708 $271K Reduce -24.0%
MDYV SS SPDR S&P 400 MC Val ETF 0.06% 3,644 $266K No change
RTX RTX Corp. 0.06% 2,638 $265K Reduce -4.5%
NEE Nextera Energy Inc. 0.06% 3,726 $264K Reduce -9.1%
ABBV Abbvie Inc. 0.06% 1,533 $263K Reduce -12.8%
VT Vanguard Tot World STK ETF 0.06% 2,302 $259K No change
SUSC iShares ESG Aware Usd Corpor 0.06% 11,179 $254K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.06% 1,105 $254K No change
HCC Warrior Met Coal Inc. 0.06% 4,000 $251K No change
WELL Welltower Inc. 0.05% 2,310 $241K No change
CWB SS SPDR BB Conv Sec ETF 0.05% 3,207 $231K No change
FV First Trust DW Focus 5 Fund 0.05% 3,919 $224K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,218 $222K No change
META Meta Platforms Inc. Class A 0.05% 434 $219K Reduce -18.1%
LLY Eli Lilly & Co. 0.05% 241 $218K Reduce -21.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,626 $217K Reduce -26.1%
IUSG iShares Core S&P U.S. Growth 0.05% 1,686 $215K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.05% 829 $207K New
CMCSA Comcast Corp. Class A 0.05% 5,284 $207K Reduce -8.5%
CSX CSX Corp. 0.05% 6,135 $205K Reduce -3.2%
ICLN iShares Global Clean Energy 0.03% 11,389 $152K No change
PTON Peloton Interactive Inc. Class A 0.01% 10,310 $35K New
QBTS D-Wave Quantum Inc. 0.00% 12,500 $14K No change
GOLD RESOURCE CORP 0.00% 23,820 $9K No change

Portfolio Sells Q1 2024 → Q2 2024
GTO Invesco Total Return Bond Et Reduce -78.5% 0.38% −1.49
SCHZ Schwab US Aggregate Bond ETF Reduce -90.7% 0.14% −1.39
IWR iShares Russell Mid-Cap ETF Reduce -13.3% 1.48% −0.35
RELY Remitly Global Inc. Reduce -1.1% 0.20% −0.16
SCHV Schwab US Large-Cap Value Reduce -7.9% 0.89% −0.14
VEA Vanguard Ftse Developed ETF Reduce -1.4% 1.78% −0.12
VNLA Janus Henderson Short Durati Reduce -0.4% 2.71% −0.11
VTEB Vanguard Tax-Exempt Bond ETF Reduce -12.7% 0.45% −0.09
FHI Federated Hermes Inc. Reduce -1.1% 0.51% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.06
PCAR Paccar Inc. Reduce -0.6% 0.23% −0.06
MMIN Nylim Mackay Muni Insured Et Reduce -5.5% 0.50% −0.06
DIS The Walt Disney Co. Sold out 0.00% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
PPG PPG Industries Inc. Sold out 0.00% −0.05
PBH Prestige Consumer Healthcare Sold out 0.00% −0.05
NUSC Nuveen ESG Small-Cap ETF Sold out 0.00% −0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Sold out 0.00% −0.05
ABT Abbott Laboratories Sold out 0.00% −0.05
CBZ Cbiz Inc. Reduce -1.4% 0.40% −0.04
T AT&T Inc. Sold out 0.00% −0.04
SCHF Schwab Intl Equity ETF Reduce -1.6% 0.55% −0.04
VB Vanguard Most SM-Cap ETF-Usd Reduce -16.6% 0.13% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -21.9% 0.10% −0.04
PNC PNC Financial Services Group Reduce -13.7% 0.14% −0.03
MFC Manulife Financial Corp. Reduce -28.6% 0.09% −0.03
IJS iShares S&P Small-Cap 600 Va Reduce -17.6% 0.10% −0.03
SCHA Schwab US Small-Cap ETF Reduce -4.1% 0.27% −0.03
JNJ Johnson & Johnson Reduce -14.3% 0.11% −0.03
JPM JPMorgan Chase & Co. Reduce -7.8% 0.28% −0.03
GBTC Grayscale Bitcoin Trust ETF Reduce -2.6% 0.11% −0.03
XOM Exxon Mobil Corp. Reduce -1.9% 0.43% −0.03
CSCO Cisco Systems Inc. Reduce -24.0% 0.06% −0.03
MRK Merck & Co. Inc. Reduce -11.8% 0.10% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -15.9% 0.09% −0.02
VOO Vanguard S&P 500 ETF Reduce -1.3% 2.41% −0.02
MCD McDonald's Corp. Reduce -4.5% 0.11% −0.02
IJH iShares Core S&P Midcap ETF Reduce -1.1% 0.23% −0.02
V Visa Inc. Class A Reduce -7.3% 0.10% −0.02
HD Home Depot Inc. Reduce -9.2% 0.06% −0.02
BNY Bank of New York Mellon Corp. Reduce -26.1% 0.05% −0.02
AGG iShares Core U.S. Aggregate Reduce -13.9% 0.07% −0.02
ABBV Abbvie Inc. Reduce -12.8% 0.06% −0.02
PEP Pepsico Inc. Reduce -6.2% 0.07% −0.01
IWM iShares Russell 2000 ETF Reduce -1.0% 0.14% −0.01
CMCSA Comcast Corp. Class A Reduce -8.5% 0.05% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.1% 0.63% −0.01
META Meta Platforms Inc. Class A Reduce -18.1% 0.05% −0.01
PG The Procter & Gamble Co. Reduce -10.7% 0.06% −0.01
CSX CSX Corp. Reduce -3.2% 0.05% −0.01

Portfolio Buys Q1 2024 → Q2 2024
FBND Fidelity Total Bond ETF New 1.36% +1.36
FTRB Fed Hermes TTL RTRN BND Add +412.6% 1.33% +1.06
SCHX Schwab US Large-Cap ETF Add +8.8% 6.82% +0.54
MMIT Nylim Mackay Muni Intermedia Add +12.8% 6.87% +0.51
EFA iShares MSCI Eafe ETF Add +37.2% 1.53% +0.35
MUB iShares National Muni Bond E Add +11.4% 5.37% +0.33
DSI iShares ESG MSCI KLD 400 ETF Add +117.5% 0.52% +0.28
JPIE JPMorgan Income ETF Add +29.5% 1.37% +0.27
IWF iShares Russell 1000 Growth Add +3.6% 3.51% +0.26
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +9.1% 10.25% +0.20
VNQ Vanguard Real Estate ETF Add +201.1% 0.24% +0.16
IWO iShares Russell 2000 Growth New 0.12% +0.12
IEMG iShares Core MSCI Emerging Add +2.5% 3.36% +0.08
IUSG iShares Core S&P U.S. Growth New 0.05% +0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.05% +0.05
JGRO JPMorgan Active Growth ETF Add +39.5% 0.12% +0.04
PKOH Park-Ohio Holdings Corp. Add +53.1% 0.10% +0.03
XLE SS Energy Select Sector Add +43.3% 0.10% +0.02
XLK SS Technology Select Sector Add +14.9% 0.09% +0.02
ORCL Oracle Corp. Add +0.6% 0.13% +0.01
WMT Walmart Inc. Add +0.5% 0.13% +0.01
PTON Peloton Interactive Inc. Class A New 0.01% +0.01
QQQ Invesco QQQ Trust Series 1 Add +2.6% 0.12% +0.01
BIP Brookfield Infrastructure Pa Add +26.9% 0.09% +0.01
JHML John Hancock Multi Fact LRG Add +2.4% 0.75% −0.01
IJT iShares S&P Small-Cap 600 GR Add +4.1% 3.46% −0.05
SCHM Schwab US Mid Cap ETF Add +2.4% 1.46% −0.09
IJR iShares Core S&P Small-Cap E Add +0.8% 1.61% −0.11
SPDW Ste STR SPDR PT DW Eu ETF Add +2.6% 10.23% −0.32

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