Schneider Downs Wealth Management Advisors, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Schneider Downs Wealth Management Advisors, LP reported 143 stock positions worth $488.6 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 10.7% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 10.4%) and Schwab US Large-Cap Growth (SCHG, 8.0%). Compared with Q2 2024, it opened 14 new positions, sold out of 2, added to 35 and reduced 49. The biggest buy was Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares +4%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- Pittsburgh, PA
- CIK
- 0001665359
- Portfolio Value
- $488.6M (Q3 2024)
- SEC Filing
- 0001172661-24-004487 ↗ filed Nov 6, 2024
Holdings Value
Holdings 143 stocks · $488.6M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.72% | 198,552 | $52.4M | Add +4.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 10.44% | 1,357,813 | $51.0M | Add +3.6% |
| SCHG Schwab US Large-Cap Growth | 8.04% | 376,927 | $39.3M | Add +0.2% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 7.25% | 1,440,403 | $35.4M | Add +12.8% |
| SCHX Schwab US Large-Cap ETF | 6.61% | 475,814 | $32.3M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 5.61% | 252,085 | $27.4M | Add +11.3% |
| IJT iShares S&P Small-Cap 600 GR | 3.66% | 128,078 | $17.9M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 3.26% | 277,583 | $15.9M | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 3.24% | 42,159 | $15.8M | Reduce -2.6% |
| VNLA Janus Henderson Short Durati | 3.03% | 301,842 | $14.8M | Add +20.1% |
| MSFT Microsoft Corp. | 2.06% | 23,353 | $10.0M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 1.96% | 18,188 | $9.6M | Reduce -16.1% |
| VEA Vanguard Ftse Developed ETF | 1.74% | 160,953 | $8.5M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 1.67% | 69,874 | $8.2M | Add +3.0% |
| EFA iShares MSCI Eafe ETF | 1.50% | 87,353 | $7.3M | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 1.44% | 84,811 | $7.0M | Add +0.5% |
| AAPL Apple Inc. | 1.41% | 29,518 | $6.9M | Reduce -25.1% |
| FBND Fidelity Total Bond ETF | 1.40% | 146,090 | $6.8M | Add +7.7% |
| JPIE JPMorgan Income ETF | 1.40% | 146,916 | $6.8M | Add +8.1% |
| IWR iShares Russell Mid-Cap ETF | 1.38% | 76,364 | $6.7M | Reduce -7.1% |
| FTRB Fed Hermes TTL RTRN BND | 1.12% | 212,925 | $5.5M | Reduce -11.6% |
| SCHV Schwab US Large-Cap Value | 0.90% | 54,905 | $4.4M | Add +1.6% |
| JHML John Hancock Multi Fact LRG | 0.76% | 53,751 | $3.7M | Add +3.6% |
| FHI Federated Hermes Inc. | 0.68% | 90,914 | $3.3M | Add +31.4% |
| IVV iShares Core S&P 500 ETF | 0.68% | 5,722 | $3.3M | Add +4.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.58% | 97,391 | $2.8M | Reduce -2.8% |
| RJF Raymond James Financial Inc. | 0.54% | 21,546 | $2.6M | Add +363.9% |
| SCHF Schwab Intl Equity ETF | 0.53% | 62,834 | $2.6M | Reduce -1.6% |
| FMNB Farmers Natl Banc Corp. | 0.53% | 170,654 | $2.6M | Reduce -22.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 4,379 | $2.5M | Reduce -3.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.50% | 22,579 | $2.5M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.46% | 32,967 | $2.2M | No change |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.44% | 87,810 | $2.2M | Reduce -6.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 39,728 | $2.0M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.39% | 16,301 | $1.9M | Reduce -2.6% |
| ETN Eaton Corp. PLC | 0.38% | 5,569 | $1.8M | No change |
| GTO Invesco Total Return Bond Et | 0.36% | 36,881 | $1.8M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 18,590 | $1.8M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 6,247 | $1.8M | Reduce -41.2% |
| GLD SPDR Gold Shares | 0.36% | 7,248 | $1.8M | Reduce -0.3% |
| BN Brookfield Corp. | 0.35% | 32,107 | $1.7M | No change |
| CBZ Cbiz Inc. | 0.33% | 23,643 | $1.6M | Reduce -1.5% |
| ANSS Ansys Inc. | 0.31% | 4,710 | $1.5M | No change |
| JPM JPMorgan Chase & Co. | 0.30% | 6,866 | $1.4M | Add +9.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.29% | 56,694 | $1.4M | Add +174.3% |
| GOOGL Alphabet Inc. Class A | 0.28% | 8,230 | $1.4M | Add +38.7% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 25,092 | $1.3M | Reduce -3.5% |
| VNQ Vanguard Real Estate ETF | 0.26% | 13,000 | $1.3M | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.24% | 6,010 | $1.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.23% | 6,027 | $1.1M | Add +50.6% |
| VONG Vanguard Russell 1000 Growth | 0.21% | 10,400 | $1.0M | No change |
| RELY Remitly Global Inc. | 0.20% | 73,928 | $990K | No change |
| PCAR Paccar Inc. | 0.20% | 9,891 | $976K | No change |
| NVDA Nvidia Corp. | 0.19% | 7,709 | $936K | Add +4.0% |
| AMGN Amgen Inc. | 0.18% | 2,772 | $893K | Reduce -0.3% |
| ESGD iShares Trust iShares ESG Aw | 0.18% | 10,452 | $880K | Reduce -25.9% |
| V Visa Inc. Class A | 0.17% | 3,101 | $853K | Add +75.4% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 13,453 | $838K | Reduce -25.2% |
| GOOG Alphabet Inc. Class C | 0.17% | 4,941 | $826K | Add +41.8% |
| JGRO JPMorgan Active Growth ETF | 0.17% | 10,657 | $819K | Add +49.0% |
| PNC PNC Financial Services Group | 0.16% | 4,325 | $799K | Add +7.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 6,984 | $752K | No change |
| META Meta Platforms Inc. Class A | 0.15% | 1,284 | $735K | Add +195.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.15% | 8,163 | $716K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 3,124 | $690K | No change |
| COST Costco Wholesale Corp. | 0.14% | 775 | $687K | No change |
| WMT Walmart Inc. | 0.13% | 8,133 | $657K | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,380 | $635K | Add +41.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.13% | 13,293 | $632K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.13% | 3,686 | $628K | Reduce -8.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 1,462 | $619K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 16,648 | $606K | Reduce -50.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 2,485 | $589K | Reduce -3.8% |
| KKR KKR & Co. Inc. | 0.12% | 4,500 | $588K | No change |
| IWO iShares Russell 2000 Growth | 0.12% | 2,037 | $579K | No change |
| MCD McDonald's Corp. | 0.12% | 1,898 | $578K | Reduce -0.5% |
| GDX Vaneck Gold Miners ETF | 0.12% | 14,249 | $567K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 2,085 | $557K | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,128 | $551K | No change |
| BIP Brookfield Infrastructure Pa | 0.11% | 15,530 | $544K | Add +1.0% |
| PKOH Park-Ohio Holdings Corp. | 0.11% | 17,306 | $531K | No change |
| JNJ Johnson & Johnson | 0.11% | 3,206 | $520K | Reduce -2.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 4,701 | $506K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 2,536 | $502K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 5,432 | $499K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.10% | 9,685 | $489K | No change |
| UBER Uber Technologies Inc. | 0.10% | 6,480 | $487K | New |
| NFLX Netflix Inc. | 0.10% | 677 | $480K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 6,127 | $478K | Reduce -2.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 3,828 | $473K | No change |
| TRS Trimas Corp. | 0.10% | 18,474 | $472K | No change |
| MFC Manulife Financial Corp. | 0.10% | 15,894 | $470K | No change |
| PRCH Porch Group Inc. | 0.09% | 283,276 | $435K | Reduce -0.1% |
| FDV Fed Hermes US Strat Div ETF | 0.09% | 15,242 | $425K | No change |
| XLE SS Energy Select Sector | 0.08% | 4,722 | $415K | Reduce -0.5% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.08% | 8,200 | $408K | New |
| MRK Merck & Co. Inc. | 0.08% | 3,560 | $404K | Add +1.1% |
| XLK SS Technology Select Sector | 0.08% | 1,769 | $399K | No change |
| BAM Brookfield Asset Mgmt-A | 0.08% | 8,328 | $394K | Reduce -2.6% |
| EEM iShares MSCI Emerging Market | 0.08% | 8,350 | $383K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| VOO Vanguard S&P 500 ETF | Reduce -16.1% | 1.96% | −0.45 |
| AAPL Apple Inc. | Reduce -25.1% | 1.41% | −0.44 |
| FHYS Fed Hermes SHRT Dur Hi Yield | Sold out | 0.00% | −0.33 |
| MSFT Microsoft Corp. | Reduce -0.8% | 2.06% | −0.28 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -41.2% | 0.36% | −0.27 |
| IWF iShares Russell 1000 Growth | Reduce -2.6% | 3.24% | −0.27 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.2% | 6.61% | −0.21 |
| FTRB Fed Hermes TTL RTRN BND | Reduce -11.6% | 1.12% | −0.20 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -50.2% | 0.12% | −0.13 |
| IWR iShares Russell Mid-Cap ETF | Reduce -7.1% | 1.38% | −0.11 |
| IEMG iShares Core MSCI Emerging | Reduce -1.6% | 3.26% | −0.10 |
| FMNB Farmers Natl Banc Corp. | Reduce -22.5% | 0.53% | −0.08 |
| CBZ Cbiz Inc. | Reduce -1.5% | 0.33% | −0.07 |
| ESGD iShares Trust iShares ESG Aw | Reduce -25.9% | 0.18% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -25.2% | 0.17% | −0.06 |
| MMIN Nylim Mackay Muni Insured Et | Reduce -6.5% | 0.44% | −0.06 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 1.74% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.6% | 0.39% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.7% | 0.51% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 1.50% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.5% | 0.42% | −0.03 |
| GTO Invesco Total Return Bond Et | Reduce -1.0% | 0.36% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -1.6% | 0.53% | −0.02 |
| XLE SS Energy Select Sector | Reduce -0.5% | 0.08% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.18% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.8% | 0.58% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.5% | 0.26% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -5.7% | 0.07% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.1% | 0.13% | −0.01 |
| PRCH Porch Group Inc. | Reduce -0.1% | 0.09% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -8.8% | 0.06% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 0.04% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.8% | 0.12% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -4.3% | 0.05% | −0.00 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.07% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -11.0% | 0.03% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.1% | 0.10% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.9% | 0.24% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.06% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.0% | 0.04% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.04% | −0.00 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.11% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.06% | +0.00 |
| ABBV Abbvie Inc. | Reduce -2.5% | 0.06% | +0.00 |
| ORCL Oracle Corp. | Reduce -8.0% | 0.13% | +0.00 |
| NEE Nextera Energy Inc. | Reduce -0.8% | 0.06% | +0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -2.6% | 0.08% | +0.01 |
| WMT Walmart Inc. | Reduce -2.4% | 0.13% | +0.01 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.12% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.3% | 10.72% | +0.47 |
| RJF Raymond James Financial Inc. | Add +363.9% | 0.54% | +0.41 |
| MMIT Nylim Mackay Muni Intermedia | Add +12.8% | 7.25% | +0.38 |
| VNLA Janus Henderson Short Durati | Add +20.1% | 3.03% | +0.32 |
| MUB iShares National Muni Bond E | Add +11.3% | 5.61% | +0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.6% | 10.44% | +0.21 |
| IJT iShares S&P Small-Cap 600 GR | Add +5.8% | 3.66% | +0.20 |
| SUSB iShares ESG Aware 1-5 Year U | Add +174.3% | 0.29% | +0.18 |
| FHI Federated Hermes Inc. | Add +31.4% | 0.68% | +0.18 |
| META Meta Platforms Inc. Class A | Add +195.8% | 0.15% | +0.10 |
| UBER Uber Technologies Inc. | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | New | 0.10% | +0.10 |
| BWIN Baldwin Insurance Group Inc./ | New | 0.08% | +0.08 |
| V Visa Inc. Class A | Add +75.4% | 0.17% | +0.07 |
| NVR NVR Inc. | New | 0.07% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +3.0% | 1.67% | +0.06 |
| AMZN Amazon.com Inc. | Add +50.6% | 0.23% | +0.06 |
| FNB FNB Corp. | New | 0.05% | +0.05 |
| JGRO JPMorgan Active Growth ETF | Add +49.0% | 0.17% | +0.05 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.05% | +0.05 |
| MO Altria Group Inc. | New | 0.04% | +0.04 |
| T AT&T Inc. | New | 0.04% | +0.04 |
| LBRDK Liberty Broadband-C | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| NUSC Nuveen ESG Small-Cap ETF | New | 0.04% | +0.04 |
| PPG PPG Industries Inc. | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +41.4% | 0.13% | +0.04 |
| FBND Fidelity Total Bond ETF | Add +7.7% | 1.40% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +38.7% | 0.28% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +41.8% | 0.17% | +0.03 |
| PNC PNC Financial Services Group | Add +7.9% | 0.16% | +0.02 |
| RKLB Rocket Lab USA Inc. | New | 0.02% | +0.02 |
| JPIE JPMorgan Income ETF | Add +8.1% | 1.40% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.26% | +0.02 |
| BIP Brookfield Infrastructure Pa | Add +1.0% | 0.11% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +9.8% | 0.30% | +0.01 |
| JHML John Hancock Multi Fact LRG | Add +3.6% | 0.76% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +1.6% | 0.90% | +0.01 |
| HD Home Depot Inc. | Add +4.2% | 0.07% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +4.3% | 0.68% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.3% | 0.11% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.4% | 0.10% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.2% | 0.05% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.4% | 0.06% | −0.00 |
| NVDA Nvidia Corp. | Add +4.0% | 0.19% | −0.01 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.08% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.5% | 1.44% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Add +0.2% | 8.04% | −0.40 |
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 |