Schneider Downs Wealth Management Advisors, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Schneider Downs Wealth Management Advisors, LP reported 138 stock positions worth $531.6 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 10.8% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 9.4%) and Schwab US Large-Cap Growth (SCHG, 8.0%). Compared with Q3 2024, it opened 3 new positions, sold out of 8, added to 38 and reduced 43. The biggest buy was Fed Hermes TTL RTRN BND (FTRB, shares +109%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Pittsburgh, PA
- CIK
- 0001665359
- Portfolio Value
- $531.6M (Q4 2024)
- SEC Filing
- 0001172661-25-000497 ↗ filed Feb 5, 2025
Holdings Value
Holdings 138 stocks · $531.6M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.80% | 217,378 | $57.4M | Add +9.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.42% | 1,467,162 | $50.1M | Add +8.1% |
| SCHG Schwab US Large-Cap Growth | 8.00% | 1,526,033 | $42.5M | Add +1.2% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 6.87% | 1,521,376 | $36.5M | Add +5.6% |
| SCHX Schwab US Large-Cap ETF | 6.53% | 1,496,816 | $34.7M | Add +4.9% |
| MUB iShares National Muni Bond E | 5.37% | 267,739 | $28.5M | Add +6.2% |
| IJT iShares S&P Small-Cap 600 GR | 4.15% | 163,028 | $22.1M | Add +27.3% |
| VNLA Janus Henderson Short Durati | 3.47% | 376,817 | $18.4M | Add +24.8% |
| IWF iShares Russell 1000 Growth | 3.16% | 41,779 | $16.8M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 2.66% | 270,625 | $14.1M | Reduce -2.5% |
| FTRB Fed Hermes TTL RTRN BND | 2.06% | 444,682 | $11.0M | Add +108.8% |
| VOO Vanguard S&P 500 ETF | 1.99% | 19,598 | $10.6M | Add +7.8% |
| MSFT Microsoft Corp. | 1.84% | 23,180 | $9.8M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 1.82% | 83,949 | $9.7M | Add +20.1% |
| JPIE JPMorgan Income ETF | 1.54% | 179,657 | $8.2M | Add +22.3% |
| VEA Vanguard Ftse Developed ETF | 1.54% | 170,820 | $8.2M | Add +6.1% |
| SCHM Schwab US Mid Cap ETF | 1.50% | 287,999 | $8.0M | Add +13.2% |
| FBND Fidelity Total Bond ETF | 1.45% | 171,893 | $7.7M | Add +17.7% |
| AAPL Apple Inc. | 1.36% | 28,841 | $7.2M | Reduce -2.3% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 1.32% | 294,290 | $7.0M | Add +235.1% |
| EFA iShares MSCI Eafe ETF | 1.26% | 88,619 | $6.7M | Add +1.4% |
| IWR iShares Russell Mid-Cap ETF | 1.25% | 75,368 | $6.7M | Reduce -1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.04% | 110,781 | $5.6M | Add +178.8% |
| SCHV Schwab US Large-Cap Value | 0.93% | 190,243 | $5.0M | Add +15.5% |
| JHML John Hancock Multi Fact LRG | 0.78% | 59,651 | $4.2M | Add +11.0% |
| IVV iShares Core S&P 500 ETF | 0.63% | 5,702 | $3.4M | Reduce -0.3% |
| RJF Raymond James Financial Inc. | 0.63% | 21,546 | $3.3M | No change |
| FHI Federated Hermes Inc. | 0.61% | 79,460 | $3.3M | Reduce -12.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 5,078 | $3.0M | Add +16.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.48% | 94,991 | $2.5M | Reduce -2.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.47% | 22,579 | $2.5M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.44% | 33,680 | $2.3M | Add +2.2% |
| SCHF Schwab Intl Equity ETF | 0.43% | 124,699 | $2.3M | Reduce -0.8% |
| PNC PNC Financial Services Group | 0.40% | 11,092 | $2.1M | Add +156.5% |
| CBZ Cbiz Inc. | 0.36% | 23,643 | $1.9M | No change |
| IVW iShares S&P 500 Growth ETF | 0.35% | 18,590 | $1.9M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 6,413 | $1.9M | Add +2.7% |
| ETN Eaton Corp. PLC | 0.35% | 5,569 | $1.8M | No change |
| BN Brookfield Corp. | 0.35% | 32,107 | $1.8M | No change |
| GLD SPDR Gold Shares | 0.33% | 7,248 | $1.8M | No change |
| XOM Exxon Mobil Corp. | 0.33% | 16,219 | $1.7M | Reduce -0.5% |
| RELY Remitly Global Inc. | 0.31% | 73,928 | $1.7M | No change |
| GTO Invesco Total Return Bond Et | 0.31% | 35,879 | $1.7M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 0.31% | 6,866 | $1.6M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 22,802 | $1.6M | Add +272.2% |
| ANSS Ansys Inc. | 0.30% | 4,710 | $1.6M | No change |
| GOOGL Alphabet Inc. Class A | 0.29% | 8,230 | $1.6M | No change |
| IJH iShares Core S&P Midcap ETF | 0.29% | 24,667 | $1.5M | Add +83.4% |
| PRCH Porch Group Inc. | 0.26% | 283,276 | $1.4M | No change |
| FMNB Farmers Natl Banc Corp. | 0.25% | 92,792 | $1.3M | Reduce -45.6% |
| AMZN Amazon.com Inc. | 0.24% | 5,893 | $1.3M | Reduce -2.2% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 48,002 | $1.2M | Reduce -4.3% |
| JGRO JPMorgan Active Growth ETF | 0.22% | 14,731 | $1.2M | Add +38.2% |
| VNQ Vanguard Real Estate ETF | 0.22% | 13,053 | $1.2M | Add +0.4% |
| IVE iShares S&P 500 Value ETF | 0.22% | 6,010 | $1.1M | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.20% | 43,899 | $1.1M | Reduce -22.6% |
| NVDA Nvidia Corp. | 0.19% | 7,709 | $1.0M | No change |
| V Visa Inc. Class A | 0.18% | 3,101 | $980K | No change |
| GOOG Alphabet Inc. Class C | 0.18% | 4,941 | $941K | No change |
| VONG Vanguard Russell 1000 Growth | 0.17% | 8,939 | $923K | Reduce -14.1% |
| ESGD iShares Trust iShares ESG Aw | 0.16% | 11,509 | $876K | Add +10.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.16% | 11,185 | $828K | Add +15.5% |
| PCAR Paccar Inc. | 0.15% | 7,516 | $782K | Reduce -24.0% |
| META Meta Platforms Inc. Class A | 0.14% | 1,284 | $752K | No change |
| AMGN Amgen Inc. | 0.13% | 2,735 | $713K | Reduce -1.3% |
| WMT Walmart Inc. | 0.13% | 7,737 | $699K | Reduce -4.9% |
| COST Costco Wholesale Corp. | 0.13% | 756 | $693K | Reduce -2.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.13% | 7,939 | $690K | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.13% | 3,084 | $681K | Reduce -1.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.13% | 29,882 | $679K | Add +179.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.13% | 6,984 | $676K | No change |
| KKR KKR & Co. Inc. | 0.13% | 4,500 | $666K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 1,462 | $622K | No change |
| ORCL Oracle Corp. | 0.12% | 3,686 | $614K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,195 | $611K | Add +5.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.11% | 26,091 | $592K | Reduce -1.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 17,707 | $591K | Add +6.4% |
| IWO iShares Russell 2000 Growth | 0.11% | 2,037 | $586K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 2,088 | $585K | Add +0.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.11% | 13,352 | $559K | Add +177.9% |
| NFLX Netflix Inc. | 0.11% | 627 | $559K | Reduce -7.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 2,306 | $554K | Reduce -7.2% |
| MCD McDonald's Corp. | 0.10% | 1,898 | $550K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,150 | $521K | Reduce -16.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 4,720 | $513K | Add +0.4% |
| IYE iShares U.S. Energy ETF | 0.09% | 10,962 | $500K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 5,432 | $494K | No change |
| MFC Manulife Financial Corp. | 0.09% | 15,894 | $488K | No change |
| GDX Vaneck Gold Miners ETF | 0.09% | 14,249 | $483K | No change |
| BIP Brookfield Infrastructure Pa | 0.09% | 15,057 | $479K | Reduce -3.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.09% | 3,828 | $478K | No change |
| PKOH Park-Ohio Holdings Corp. | 0.09% | 17,306 | $455K | No change |
| TRS Trimas Corp. | 0.09% | 18,474 | $454K | No change |
| JNJ Johnson & Johnson | 0.08% | 3,111 | $450K | Reduce -3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,163 | $424K | Reduce -14.7% |
| XLK SS Technology Select Sector | 0.08% | 1,769 | $411K | No change |
| FDV Fed Hermes US Strat Div ETF | 0.08% | 15,242 | $405K | No change |
| OEF iShares S&P 100 ETF | 0.07% | 1,381 | $399K | Add +19.5% |
| UBER Uber Technologies Inc. | 0.07% | 6,475 | $391K | Reduce -0.1% |
| LULU Lululemon Athletica Inc. | 0.07% | 1,015 | $388K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IEMG iShares Core MSCI Emerging | Reduce -2.5% | 2.66% | −0.60 |
| FMNB Farmers Natl Banc Corp. | Reduce -45.6% | 0.25% | −0.28 |
| MSFT Microsoft Corp. | Reduce -0.7% | 1.84% | −0.22 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.3% | 1.25% | −0.12 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.5% | 0.48% | −0.11 |
| SCHF Schwab Intl Equity ETF | Reduce -0.8% | 0.43% | −0.09 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -22.6% | 0.20% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 3.16% | −0.08 |
| FHI Federated Hermes Inc. | Reduce -12.6% | 0.61% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.33% | −0.06 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.06 |
| PCAR Paccar Inc. | Reduce -24.0% | 0.15% | −0.05 |
| GTO Invesco Total Return Bond Et | Reduce -2.7% | 0.31% | −0.05 |
| FNB FNB Corp. | Sold out | 0.00% | −0.05 |
| AAPL Apple Inc. | Reduce -2.3% | 1.36% | −0.05 |
| AMGN Amgen Inc. | Reduce -1.3% | 0.13% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.63% | −0.04 |
| XLE SS Energy Select Sector | Reduce -46.0% | 0.04% | −0.04 |
| CSX CSX Corp. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.04 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.7% | 0.10% | −0.03 |
| VONG Vanguard Russell 1000 Growth | Reduce -14.1% | 0.17% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.3% | 0.23% | −0.03 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 0.07% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -27.9% | 0.04% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -14.7% | 0.08% | −0.02 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.08% | −0.02 |
| BIP Brookfield Infrastructure Pa | Reduce -3.0% | 0.09% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.9% | 0.11% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 0.07% | −0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -2.7% | 0.13% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.2% | 0.10% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -5.1% | 0.06% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.3% | 0.13% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -10.1% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -4.0% | 0.06% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.13% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -2.3% | 0.06% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -6.3% | 0.05% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.7% | 0.04% | −0.01 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -6.8% | 0.05% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -14.2% | 0.07% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -6.8% | 0.05% | −0.00 |
| WMT Walmart Inc. | Reduce -4.9% | 0.13% | −0.00 |
| PTON Peloton Interactive Inc. Class A | Reduce -3.0% | 0.02% | +0.01 |
| NFLX Netflix Inc. | Reduce -7.4% | 0.11% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| FTRB Fed Hermes TTL RTRN BND | Add +108.8% | 2.06% | +0.94 |
| MMIN Nylim Mackay Muni Insured Et | Add +235.1% | 1.32% | +0.88 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +178.8% | 1.04% | +0.63 |
| IJT iShares S&P Small-Cap 600 GR | Add +27.3% | 4.15% | +0.49 |
| VNLA Janus Henderson Short Durati | Add +24.8% | 3.47% | +0.44 |
| PNC PNC Financial Services Group | Add +156.5% | 0.40% | +0.24 |
| IEFA iShares Core MSCI Eafe ETF | Add +272.2% | 0.30% | +0.20 |
| IJR iShares Core S&P Small-Cap E | Add +20.1% | 1.82% | +0.15 |
| JPIE JPMorgan Income ETF | Add +22.3% | 1.54% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Add +83.4% | 0.29% | +0.12 |
| IYE iShares U.S. Energy ETF | New | 0.09% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.5% | 10.80% | +0.08 |
| SUSC iShares ESG Aware Usd Corpor | Add +179.2% | 0.13% | +0.08 |
| NUSC Nuveen ESG Small-Cap ETF | Add +177.9% | 0.11% | +0.06 |
| SCHM Schwab US Mid Cap ETF | Add +13.2% | 1.50% | +0.06 |
| JGRO JPMorgan Active Growth ETF | Add +38.2% | 0.22% | +0.06 |
| GBTC Grayscale Bitcoin Trust ETF | Add +15.5% | 0.16% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +17.7% | 1.45% | +0.05 |
| X United States Steel Corp. | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.0% | 0.56% | +0.05 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| SCHV Schwab US Large-Cap Value | Add +15.5% | 0.93% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +7.8% | 1.99% | +0.02 |
| JHML John Hancock Multi Fact LRG | Add +11.0% | 0.78% | +0.02 |
| OEF iShares S&P 100 ETF | Add +19.5% | 0.07% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.9% | 0.11% | +0.00 |
| FV First Trust DW Focus 5 Fund | Add +0.0% | 0.04% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.11% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.4% | 0.10% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.7% | 0.35% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +6.4% | 0.11% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +10.1% | 0.16% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.2% | 0.44% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Add +1.2% | 8.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +0.4% | 0.22% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Add +4.9% | 6.53% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Add +6.1% | 1.54% | −0.20 |
| EFA iShares MSCI Eafe ETF | Add +1.4% | 1.26% | −0.23 |
| MUB iShares National Muni Bond E | Add +6.2% | 5.37% | −0.24 |
| MMIT Nylim Mackay Muni Intermedia | Add +5.6% | 6.87% | −0.38 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.1% | 9.42% | −1.02 |
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 |