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

0$500.0M$1.0B$1.5B Q1 2024: $433.7M Q1 2024 Q2 2024: $449.4M Q2 2024 Q3 2024: $488.6M $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 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
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,614 $357K No change
HD Home Depot Inc. 0.07% 869 $352K Add +4.2%
PEP Pepsico Inc. 0.07% 2,026 $345K Reduce -0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.07% 4,102 $331K No change
AGG iShares Core U.S. Aggregate 0.07% 3,265 $331K Reduce -5.7%
NVR NVR Inc. 0.07% 33 $324K New
OEF iShares S&P 100 ETF 0.07% 1,156 $320K No change
RTX RTX Corp. 0.07% 2,638 $320K No change
NEE Nextera Energy Inc. 0.06% 3,697 $313K Reduce -0.8%
CSCO Cisco Systems Inc. 0.06% 5,680 $302K Reduce -0.5%
PG The Procter & Gamble Co. 0.06% 1,712 $297K Reduce -0.1%
WELL Welltower Inc. 0.06% 2,310 $296K No change
ABBV Abbvie Inc. 0.06% 1,494 $295K Reduce -2.5%
MDYV SS SPDR S&P 400 MC Val ETF 0.06% 3,644 $290K No change
LNG Cheniere Energy Inc. 0.06% 1,591 $286K No change
VONV Vanguard Russell 1000 Value 0.06% 3,356 $280K Reduce -8.8%
VT Vanguard Tot World STK ETF 0.06% 2,311 $277K Add +0.4%
LULU Lululemon Athletica Inc. 0.06% 1,015 $275K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.06% 1,105 $269K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,626 $261K No change
HCC Warrior Met Coal Inc. 0.05% 4,000 $256K No change
SUSC iShares ESG Aware Usd Corpor 0.05% 10,703 $255K Reduce -4.3%
FNB FNB Corp. 0.05% 17,772 $251K New
CWB SS SPDR BB Conv Sec ETF 0.05% 3,207 $246K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,220 $245K Add +0.2%
GLW Corning Inc. 0.05% 5,138 $232K New
FV First Trust DW Focus 5 Fund 0.05% 3,919 $228K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.05% 1,315 $220K New
CMCSA Comcast Corp. Class A 0.04% 5,256 $220K Reduce -0.5%
MO Altria Group Inc. 0.04% 4,241 $216K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 821 $216K Reduce -1.0%
CSX CSX Corp. 0.04% 6,135 $212K No change
LLY Eli Lilly & Co. 0.04% 239 $212K Reduce -0.8%
T AT&T Inc. 0.04% 9,612 $211K New
LBRDK Liberty Broadband-C 0.04% 2,706 $209K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,752 $206K New
NUSC Nuveen ESG Small-Cap ETF 0.04% 4,804 $206K New
PPG PPG Industries Inc. 0.04% 1,541 $204K New
ICLN iShares Global Clean Energy 0.03% 10,134 $149K Reduce -11.0%
RKLB Rocket Lab USA Inc. 0.02% 11,000 $107K New
PTON Peloton Interactive Inc. Class A 0.01% 10,310 $48K No change
QBTS D-Wave Quantum Inc. 0.00% 12,500 $12K No change
GOLD RESOURCE CORP 0.00% 23,820 $8K 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

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