Schneider Downs Wealth Management Advisors, LP

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Schneider Downs Wealth Management Advisors, LP reported 141 stock positions worth $552.1 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, 10.4%) and Nylim Mackay Muni Intermedia (MMIT, 7.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 2, added to 58 and reduced 29. The biggest buy was Janus Henderson Short Durati (VNLA, shares +37%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −19%).

Most Recent 13F
Q2 2026
Location
Pittsburgh, PA
CIK
0001665359
Portfolio Value
$552.1M (Q1 2025)
SEC Filing
0001172661-25-001763 ↗ filed May 13, 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 Q4 2024 Q1 2025: $552.1M $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 141 stocks · $552.1M
VO Vngrd Mrngstr MD-Cap ETF-Usd 10.82% 230,998 $59.7M Add +6.3%
SPDW Ste STR SPDR PT DW Eu ETF 10.40% 1,576,264 $57.4M Add +7.4%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 7.64% 1,760,782 $42.2M Add +15.7%
SCHG Schwab US Large-Cap Growth 7.16% 1,578,030 $39.5M Add +3.4%
SCHX Schwab US Large-Cap ETF 6.03% 1,508,271 $33.3M Add +0.8%
MUB iShares National Muni Bond E 5.66% 296,578 $31.3M Add +10.8%
VNLA Janus Henderson Short Durati 4.58% 514,863 $25.3M Add +36.6%
IJT iShares S&P Small-Cap 600 GR 4.22% 186,965 $23.3M Add +14.7%
IWF iShares Russell 1000 Growth 2.79% 42,675 $15.4M Add +2.1%
IEMG iShares Core MSCI Emerging 2.15% 220,321 $11.9M Reduce -18.6%
FTRB Fed Hermes TTL RTRN BND 2.08% 458,847 $11.5M Add +3.2%
JPIE JPMorgan Income ETF 1.98% 237,357 $10.9M Add +32.1%
IJR iShares Core S&P Small-Cap E 1.88% 99,406 $10.4M Add +18.4%
VOO Vanguard S&P 500 ETF 1.84% 19,814 $10.2M Add +1.1%
FBND Fidelity Total Bond ETF 1.63% 197,126 $9.0M Add +14.7%
VEA Vanguard Ftse Developed ETF 1.58% 171,121 $8.7M Add +0.2%
MSFT Microsoft Corp. 1.56% 22,894 $8.6M Reduce -1.2%
SCHM Schwab US Mid Cap ETF 1.55% 326,433 $8.6M Add +13.3%
EFA iShares MSCI Eafe ETF 1.26% 85,183 $7.0M Reduce -3.9%
MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E 1.17% 273,574 $6.5M Reduce -7.0%
AAPL Apple Inc. 1.17% 28,968 $6.4M Add +0.4%
IWR iShares Russell Mid-Cap ETF 1.16% 75,382 $6.4M Add +0.0%
SCHV Schwab US Large-Cap Value 0.92% 191,224 $5.1M Add +0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.90% 100,108 $5.0M Reduce -9.6%
JHML John Hancock Multi Fact LRG 0.76% 62,012 $4.2M Add +4.0%
FHI Federated Hermes Inc. 0.66% 89,504 $3.6M Add +12.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.59% 5,803 $3.2M Add +14.3%
IVV iShares Core S&P 500 ETF 0.58% 5,665 $3.2M Reduce -0.7%
RJF Raymond James Financial Inc. 0.54% 21,546 $3.0M No change
SCHF Schwab Intl Equity ETF 0.44% 123,807 $2.4M Reduce -0.7%
BRK.A Berkshire Hathaway Inc. Class A 0.43% 3 $2.4M New
DSI iShares ESG MSCI KLD 400 ETF 0.41% 21,863 $2.2M Reduce -3.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.40% 33,997 $2.2M Add +0.9%
PRCH Porch Group Inc. 0.37% 283,276 $2.1M No change
GLD SPDR Gold Shares 0.36% 6,891 $2.0M Reduce -4.9%
PNC PNC Financial Services Group 0.35% 11,079 $1.9M Reduce -0.1%
XOM Exxon Mobil Corp. 0.35% 16,073 $1.9M Reduce -0.9%
VTI VG Morningstar TS MKT ETF-US 0.33% 6,653 $1.8M Add +3.7%
IVW iShares S&P 500 Growth ETF 0.33% 19,470 $1.8M Add +4.7%
SCHE Schwab Emrg Mrkts Eqty ETF 0.33% 65,336 $1.8M Reduce -31.2%
CBZ Cbiz Inc. 0.32% 23,643 $1.8M No change
BN Brookfield Corp. 0.30% 32,107 $1.7M No change
JPM JPMorgan Chase & Co. 0.30% 6,664 $1.6M Reduce -2.9%
JGRO JPMorgan Active Growth ETF 0.28% 21,070 $1.6M Add +43.0%
IJH iShares Core S&P Midcap ETF 0.28% 26,179 $1.5M Add +6.1%
ETN Eaton Corp. PLC 0.27% 5,569 $1.5M No change
ANSS Ansys Inc. 0.27% 4,715 $1.5M Add +0.1%
IEFA iShares Core MSCI Eafe ETF 0.26% 19,093 $1.4M Reduce -16.3%
RELY Remitly Global Inc. 0.25% 67,338 $1.4M Reduce -8.9%
GOOGL Alphabet Inc. Class A 0.24% 8,522 $1.3M Add +3.5%
AMZN Amazon.com Inc. 0.22% 6,312 $1.2M Add +7.1%
IVE iShares S&P 500 Value ETF 0.21% 6,087 $1.2M Add +1.3%
SCHA Schwab US Small-Cap ETF 0.21% 49,378 $1.2M Add +2.9%
VNQ Vanguard Real Estate ETF 0.20% 12,060 $1.1M Reduce -7.6%
SUSB iShares ESG Aware 1-5 Year U 0.19% 42,694 $1.1M Reduce -2.7%
ESGD iShares Trust iShares ESG Aw 0.18% 12,229 $999K Add +6.3%
V Visa Inc. Class A 0.17% 2,748 $963K Reduce -11.4%
GTO Invesco Total Return Bond Et 0.16% 19,113 $897K Reduce -46.7%
AMGN Amgen Inc. 0.15% 2,736 $852K Add +0.0%
GOOG Alphabet Inc. Class C 0.15% 5,390 $842K Add +9.1%
NVDA Nvidia Corp. 0.15% 7,740 $839K Add +0.4%
VONG Vanguard Russell 1000 Growth 0.15% 8,939 $829K No change
COST Costco Wholesale Corp. 0.14% 796 $753K Add +5.3%
META Meta Platforms Inc. Class A 0.14% 1,297 $748K Add +1.0%
GBTC Grayscale Bitcoin Trust ETF 0.13% 11,185 $729K No change
SUSC iShares ESG Aware Usd Corpor 0.12% 29,882 $689K No change
WMT Walmart Inc. 0.12% 7,749 $680K Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.12% 1,412 $662K Add +18.2%
GDX Vaneck Gold Miners ETF 0.12% 14,249 $655K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.11% 7,939 $631K No change
NFLX Netflix Inc. 0.11% 667 $622K Add +6.4%
ESGE iShares Inc. iShares ESG Awar 0.11% 17,707 $619K No change
IWM iShares Russell 2000 ETF 0.11% 3,093 $617K Add +0.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.11% 1,462 $614K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,141 $608K Reduce -0.8%
SCHZ Schwab US Aggregate Bond ETF 0.11% 26,091 $604K No change
MCD McDonald's Corp. 0.11% 1,898 $593K No change
EFG iShares MSCI Eafe Growth ETF 0.11% 5,884 $588K Reduce -15.8%
HWM Howmet Aerospace Inc. 0.10% 4,355 $565K New
NUSC Nuveen ESG Small-Cap ETF 0.10% 14,345 $550K Add +7.4%
IYE iShares U.S. Energy ETF 0.10% 10,962 $540K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.10% 2,088 $526K No change
IWO iShares Russell 2000 Growth 0.09% 2,037 $521K No change
KKR KKR & Co. Inc. 0.09% 4,500 $520K No change
ORCL Oracle Corp. 0.09% 3,686 $515K No change
VB Vanguard Most SM-Cap ETF-Usd 0.09% 2,306 $511K No change
MFC Manulife Financial Corp. 0.09% 15,910 $496K Add +0.1%
FMNB Farmers Natl Banc Corp. 0.09% 37,086 $484K Reduce -60.0%
UBER Uber Technologies Inc. 0.09% 6,475 $472K No change
IJS iShares S&P Small-Cap 600 Va 0.08% 4,734 $461K Add +0.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.08% 3,828 $458K No change
IJK iShares S&P Mid-Cap 400 Grow 0.08% 5,432 $452K No change
BIP Brookfield Infrastructure Pa 0.08% 15,057 $449K No change
JNJ Johnson & Johnson 0.08% 2,627 $436K Reduce -15.6%
TRS Trimas Corp. 0.08% 18,474 $433K No change
FDV Fed Hermes US Strat Div ETF 0.08% 15,242 $429K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,614 $401K No change
VIG Vanguard Dividend Apprec ETF 0.07% 2,061 $400K Reduce -4.7%
OEF iShares S&P 100 ETF 0.07% 1,398 $379K Add +1.2%
PKOH Park-Ohio Holdings Corp. 0.07% 17,306 $374K No change
XLK SS Technology Select Sector 0.07% 1,799 $371K Add +1.7%
LNG Cheniere Energy Inc. 0.07% 1,591 $368K No change
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.07% 8,200 $366K No change
CSCO Cisco Systems Inc. 0.06% 5,685 $351K Add +0.1%
RTX RTX Corp. 0.06% 2,638 $349K No change
BAM Brookfield Asset Mgmt-A 0.06% 7,149 $346K No change
PEP Pepsico Inc. 0.06% 2,244 $337K Add +10.8%
VGT Vanguard Info Tech ETF 0.06% 583 $316K New
AGG iShares Core U.S. Aggregate 0.06% 3,139 $310K Reduce -1.6%
HD Home Depot Inc. 0.06% 834 $306K No change
ABBV Abbvie Inc. 0.05% 1,426 $299K Reduce -4.5%
NEE Nextera Energy Inc. 0.05% 4,192 $297K Add +13.4%
X United States Steel Corp. 0.05% 6,961 $294K Reduce -5.4%
PCAR Paccar Inc. 0.05% 3,016 $294K Reduce -59.9%
LULU Lululemon Athletica Inc. 0.05% 1,016 $288K Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,379 $283K No change
PG The Procter & Gamble Co. 0.05% 1,650 $281K Add +7.1%
VONV Vanguard Russell 1000 Value 0.05% 3,356 $277K No change
T AT&T Inc. 0.05% 9,641 $273K Add +0.3%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.05% 1,105 $270K No change
MRK Merck & Co. Inc. 0.05% 2,999 $269K Reduce -14.1%
MDYV SS SPDR S&P 400 MC Val ETF 0.05% 3,395 $262K No change
XLE SS Energy Select Sector 0.05% 2,742 $256K Add +7.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.05% 3,235 $255K Add +9.4%
VT Vanguard Tot World STK ETF 0.05% 2,165 $251K No change
CWB SS SPDR BB Conv Sec ETF 0.04% 3,207 $246K No change
WELL Welltower Inc. 0.04% 1,562 $239K New
NVR NVR Inc. 0.04% 33 $239K No change
GLW Corning Inc. 0.04% 5,140 $235K Add +0.0%
LBRDK Liberty Broadband-C 0.04% 2,706 $230K No change
ABT Abbott Laboratories 0.04% 1,710 $227K New
FV First Trust DW Focus 5 Fund 0.04% 3,920 $215K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,753 $214K Add +0.1%
MA Mastercard Inc. Class A 0.04% 387 $212K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.04% 1,315 $211K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 821 $211K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,127 $210K Add +0.1%
RKLB Rocket Lab USA Inc. 0.04% 11,000 $197K No change
QBTS D-Wave Quantum Inc. 0.02% 12,500 $95K No change
PTON Peloton Interactive Inc. Class A 0.01% 10,000 $63K No change
GOLD RESOURCE CORP 0.00% 23,820 $12K No change

Portfolio Sells Q4 2024 → Q1 2025
IEMG iShares Core MSCI Emerging Reduce -18.6% 2.15% −0.50
MSFT Microsoft Corp. Reduce -1.2% 1.56% −0.28
FMNB Farmers Natl Banc Corp. Reduce -60.0% 0.09% −0.16
GTO Invesco Total Return Bond Et Reduce -46.7% 0.16% −0.15
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -31.2% 0.33% −0.15
MMIN Nylim Mackay Muni Insured Et Reduce -7.0% 1.17% −0.15
VTEB Vanguard Tax-Exempt Bond ETF Reduce -9.6% 0.90% −0.14
PCAR Paccar Inc. Reduce -59.9% 0.05% −0.09
DSI iShares ESG MSCI KLD 400 ETF Reduce -3.2% 0.41% −0.06
EEM iShares MSCI Emerging Market Sold out 0.00% −0.06
RELY Remitly Global Inc. Reduce -8.9% 0.25% −0.06
IVV iShares Core S&P 500 ETF Reduce -0.7% 0.58% −0.05
PNC PNC Financial Services Group Reduce -0.1% 0.35% −0.05
HCC Warrior Met Coal Inc. Sold out 0.00% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -16.3% 0.26% −0.04
VNQ Vanguard Real Estate ETF Reduce -7.6% 0.20% −0.02
EFG iShares MSCI Eafe Growth ETF Reduce -15.8% 0.11% −0.02
MRK Merck & Co. Inc. Reduce -14.1% 0.05% −0.02
JPM JPMorgan Chase & Co. Reduce -2.9% 0.30% −0.01
SUSB iShares ESG Aware 1-5 Year U Reduce -2.7% 0.19% −0.01
V Visa Inc. Class A Reduce -11.4% 0.17% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -4.7% 0.07% −0.01
JNJ Johnson & Johnson Reduce -15.6% 0.08% −0.01
AGG iShares Core U.S. Aggregate Reduce -1.6% 0.06% −0.00
EFA iShares MSCI Eafe ETF Reduce -3.9% 1.26% +0.00
ABBV Abbvie Inc. Reduce -4.5% 0.05% +0.00
X United States Steel Corp. Reduce -5.4% 0.05% +0.01
SCHF Schwab Intl Equity ETF Reduce -0.7% 0.44% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.11% +0.01
XOM Exxon Mobil Corp. Reduce -0.9% 0.35% +0.02
GLD SPDR Gold Shares Reduce -4.9% 0.36% +0.03

Portfolio Buys Q4 2024 → Q1 2025
VNLA Janus Henderson Short Durati Add +36.6% 4.58% +1.12
SPDW Ste STR SPDR PT DW Eu ETF Add +7.4% 10.40% +0.98
MMIT Nylim Mackay Muni Intermedia Add +15.7% 7.64% +0.77
JPIE JPMorgan Income ETF Add +32.1% 1.98% +0.44
BRK.A Berkshire Hathaway Inc. Class A New 0.43% +0.43
MUB iShares National Muni Bond E Add +10.8% 5.66% +0.30
FBND Fidelity Total Bond ETF Add +14.7% 1.63% +0.18
HWM Howmet Aerospace Inc. New 0.10% +0.10
IJT iShares S&P Small-Cap 600 GR Add +14.7% 4.22% +0.07
IJR iShares Core S&P Small-Cap E Add +18.4% 1.88% +0.06
VGT Vanguard Info Tech ETF New 0.06% +0.06
JGRO JPMorgan Active Growth ETF Add +43.0% 0.28% +0.06
SCHM Schwab US Mid Cap ETF Add +13.3% 1.55% +0.05
FHI Federated Hermes Inc. Add +12.6% 0.66% +0.05
WELL Welltower Inc. New 0.04% +0.04
ABT Abbott Laboratories New 0.04% +0.04
VEA Vanguard Ftse Developed ETF Add +0.2% 1.58% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +14.3% 0.59% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.3% 10.82% +0.02
AMGN Amgen Inc. Add +0.0% 0.15% +0.02
FTRB Fed Hermes TTL RTRN BND Add +3.2% 2.08% +0.02
ESGD iShares Trust iShares ESG Aw Add +6.3% 0.18% +0.02
T AT&T Inc. Add +0.3% 0.05% +0.01
NFLX Netflix Inc. Add +6.4% 0.11% +0.01
COST Costco Wholesale Corp. Add +5.3% 0.14% +0.01
XLE SS Energy Select Sector Add +7.5% 0.05% +0.01
QQQ Invesco QQQ Trust Series 1 Add +18.2% 0.12% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +9.4% 0.05% +0.00
NEE Nextera Energy Inc. Add +13.4% 0.05% +0.00
PEP Pepsico Inc. Add +10.8% 0.06% +0.00
PG The Procter & Gamble Co. Add +7.1% 0.05% +0.00
CSCO Cisco Systems Inc. Add +0.1% 0.06% +0.00
TJX TJX Companies Inc. Add +0.1% 0.04% −0.00
MFC Manulife Financial Corp. Add +0.1% 0.09% −0.00
GLW Corning Inc. Add +0.0% 0.04% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.1% 0.04% −0.00
NUSC Nuveen ESG Small-Cap ETF Add +7.4% 0.10% −0.01
IVE iShares S&P 500 Value ETF Add +1.3% 0.21% −0.01
META Meta Platforms Inc. Class A Add +1.0% 0.14% −0.01
OEF iShares S&P 100 ETF Add +1.2% 0.07% −0.01
WMT Walmart Inc. Add +0.2% 0.12% −0.01
XLK SS Technology Select Sector Add +1.7% 0.07% −0.01
SCHV Schwab US Large-Cap Value Add +0.5% 0.92% −0.01
IJH iShares Core S&P Midcap ETF Add +6.1% 0.28% −0.01
IJS iShares S&P Small-Cap 600 Va Add +0.3% 0.08% −0.01
IWM iShares Russell 2000 ETF Add +0.3% 0.11% −0.02
VTI VG Morningstar TS MKT ETF-US Add +3.7% 0.33% −0.02
LULU Lululemon Athletica Inc. Add +0.1% 0.05% −0.02
SCHA Schwab US Small-Cap ETF Add +2.9% 0.21% −0.02
JHML John Hancock Multi Fact LRG Add +4.0% 0.76% −0.02

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