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

0$500.0M$1.0B$1.5B Q1 2024: $433.7M Q1 2024 Q2 2024: $449.4M Q2 2024 Q3 2024: $488.6M Q3 2024 Q4 2024: $531.6M $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 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
BAM Brookfield Asset Mgmt-A 0.07% 7,149 $387K Reduce -14.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,614 $355K No change
MRK Merck & Co. Inc. 0.07% 3,493 $347K Reduce -1.9%
LNG Cheniere Energy Inc. 0.06% 1,591 $342K No change
CSCO Cisco Systems Inc. 0.06% 5,680 $336K No change
EEM iShares MSCI Emerging Market 0.06% 7,924 $331K Reduce -5.1%
HD Home Depot Inc. 0.06% 834 $324K Reduce -4.0%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.06% 8,200 $318K No change
AGG iShares Core U.S. Aggregate 0.06% 3,189 $309K Reduce -2.3%
PEP Pepsico Inc. 0.06% 2,026 $308K No change
RTX RTX Corp. 0.06% 2,638 $305K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.05% 1,105 $280K No change
RKLB Rocket Lab USA Inc. 0.05% 11,000 $280K No change
VONV Vanguard Russell 1000 Value 0.05% 3,356 $273K No change
MDYV SS SPDR S&P 400 MC Val ETF 0.05% 3,395 $272K Reduce -6.8%
NVR NVR Inc. 0.05% 33 $270K No change
ABBV Abbvie Inc. 0.05% 1,494 $265K No change
NEE Nextera Energy Inc. 0.05% 3,697 $265K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,379 $260K Reduce -6.8%
PG The Procter & Gamble Co. 0.05% 1,540 $258K Reduce -10.1%
VT Vanguard Tot World STK ETF 0.05% 2,165 $254K Reduce -6.3%
X United States Steel Corp. 0.05% 7,361 $250K New
CWB SS SPDR BB Conv Sec ETF 0.05% 3,207 $250K No change
GLW Corning Inc. 0.05% 5,138 $244K No change
FV First Trust DW Focus 5 Fund 0.04% 3,920 $231K Add +0.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.04% 2,957 $224K Reduce -27.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,126 $223K Reduce -7.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 821 $221K No change
T AT&T Inc. 0.04% 9,612 $219K No change
XLE SS Energy Select Sector 0.04% 2,552 $219K Reduce -46.0%
HCC Warrior Met Coal Inc. 0.04% 4,000 $217K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.04% 1,315 $213K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,752 $212K No change
MA Mastercard Inc. Class A 0.04% 387 $204K New
LBRDK Liberty Broadband-C 0.04% 2,706 $202K No change
QBTS D-Wave Quantum Inc. 0.02% 12,500 $105K No change
PTON Peloton Interactive Inc. Class A 0.02% 10,000 $87K Reduce -3.0%
GOLD RESOURCE CORP 0.00% 23,820 $5K 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

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