Schneider Downs Wealth Management Advisors, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Schneider Downs Wealth Management Advisors, LP reported 146 stock positions worth $668.8 million. Its top holding was Ste STR SPDR PT DW Eu ETF (SPDW) at 10.2% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 10.0%) and Schwab US Large-Cap Growth (SCHG, 7.2%). Compared with Q1 2025, it opened 13 new positions, sold out of 8, added to 43 and reduced 51. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +163%) and the biggest sale iShares National Muni Bond E (MUB, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Pittsburgh, PA
- CIK
- 0001665359
- Portfolio Value
- $668.8M (Q2 2025)
- SEC Filing
- 0001172661-25-002836 ↗ filed Jul 31, 2025
Holdings Value
Holdings 146 stocks · $668.8M
| SPDW Ste STR SPDR PT DW Eu ETF | 10.16% | 1,678,854 | $68.0M | Add +6.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.02% | 239,614 | $67.1M | Add +3.7% |
| SCHG Schwab US Large-Cap Growth | 7.17% | 1,640,699 | $47.9M | Add +4.0% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 6.55% | 1,838,266 | $43.8M | Add +4.4% |
| SCHX Schwab US Large-Cap ETF | 5.66% | 1,550,228 | $37.9M | Add +2.8% |
| IEMG iShares Core MSCI Emerging | 5.20% | 578,939 | $34.8M | Add +162.8% |
| MUB iShares National Muni Bond E | 4.44% | 284,243 | $29.7M | Reduce -4.2% |
| VNLA Janus Henderson Short Durati | 3.78% | 513,425 | $25.3M | Reduce -0.3% |
| IJT iShares S&P Small-Cap 600 GR | 3.03% | 152,166 | $20.2M | Reduce -18.6% |
| IWF iShares Russell 1000 Growth | 2.83% | 44,636 | $19.0M | Add +4.6% |
| JPIE JPMorgan Income ETF | 2.30% | 332,128 | $15.4M | Add +39.9% |
| VEA Vanguard Ftse Developed ETF | 2.11% | 247,874 | $14.1M | Add +44.9% |
| SCHM Schwab US Mid Cap ETF | 1.87% | 446,089 | $12.5M | Add +36.7% |
| FBND Fidelity Total Bond ETF | 1.78% | 260,891 | $11.9M | Add +32.4% |
| VOO Vanguard S&P 500 ETF | 1.76% | 20,702 | $11.8M | Add +4.5% |
| IJR iShares Core S&P Small-Cap E | 1.66% | 101,455 | $11.1M | Add +2.1% |
| MSFT Microsoft Corp. | 1.65% | 22,251 | $11.1M | Reduce -2.8% |
| FTRB Fed Hermes TTL RTRN BND | 1.53% | 408,162 | $10.2M | Reduce -11.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.35% | 32,583 | $9.0M | Add +1460.5% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 1.27% | 364,805 | $8.5M | Add +33.4% |
| SCHV Schwab US Large-Cap Value | 1.22% | 295,971 | $8.2M | Add +54.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.21% | 164,668 | $8.1M | Add +64.5% |
| EFA iShares MSCI Eafe ETF | 1.14% | 85,309 | $7.6M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 11,552 | $7.1M | Add +99.1% |
| IWR iShares Russell Mid-Cap ETF | 1.03% | 75,142 | $6.9M | Reduce -0.3% |
| AAPL Apple Inc. | 0.84% | 27,242 | $5.6M | Reduce -6.0% |
| JHML John Hancock Multi Fact LRG | 0.71% | 64,982 | $4.8M | Add +4.8% |
| FHI Federated Hermes Inc. | 0.53% | 79,821 | $3.5M | Reduce -10.8% |
| IVV iShares Core S&P 500 ETF | 0.52% | 5,555 | $3.4M | Reduce -1.9% |
| RJF Raymond James Financial Inc. | 0.49% | 21,546 | $3.3M | No change |
| PRCH Porch Group Inc. | 0.49% | 276,683 | $3.3M | Reduce -2.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 35,290 | $2.9M | Add +84.8% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 26,076 | $2.9M | Add +33.9% |
| VONG Vanguard Russell 1000 Growth | 0.43% | 26,116 | $2.9M | Add +192.2% |
| SCHF Schwab Intl Equity ETF | 0.41% | 123,807 | $2.7M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 35,123 | $2.6M | Add +3.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.38% | 21,863 | $2.5M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 12,350 | $2.4M | Add +995.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.36% | 79,060 | $2.4M | Add +21.0% |
| PNC PNC Financial Services Group | 0.33% | 11,865 | $2.2M | Add +7.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 3 | $2.2M | No change |
| IVE iShares S&P 500 Value ETF | 0.32% | 10,970 | $2.1M | Add +80.2% |
| DFAC Dimensional US Core Equity 2 | 0.31% | 57,831 | $2.1M | New |
| GLD SPDR Gold Shares | 0.30% | 6,644 | $2.0M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 6,653 | $2.0M | No change |
| ETN Eaton Corp. PLC | 0.30% | 5,569 | $2.0M | No change |
| BN Brookfield Corp. | 0.30% | 32,107 | $2.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 8,232 | $2.0M | Add +257.0% |
| JPM JPMorgan Chase & Co. | 0.28% | 6,473 | $1.9M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.26% | 16,070 | $1.7M | Reduce -0.0% |
| JGRO JPMorgan Active Growth ETF | 0.26% | 19,865 | $1.7M | Reduce -5.7% |
| CBZ Cbiz Inc. | 0.25% | 23,369 | $1.7M | Reduce -1.2% |
| ANSS Ansys Inc. | 0.25% | 4,707 | $1.7M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 22,525 | $1.4M | Reduce -14.0% |
| GOOGL Alphabet Inc. Class A | 0.20% | 7,574 | $1.3M | Reduce -11.1% |
| ESGD iShares Trust iShares ESG Aw | 0.19% | 14,047 | $1.3M | Add +14.9% |
| AMZN Amazon.com Inc. | 0.18% | 5,593 | $1.2M | Reduce -11.4% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 48,002 | $1.2M | Reduce -2.8% |
| RELY Remitly Global Inc. | 0.18% | 62,848 | $1.2M | Reduce -6.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.16% | 42,694 | $1.1M | No change |
| VNQ Vanguard Real Estate ETF | 0.15% | 11,538 | $1.0M | Reduce -4.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 7,743 | $957K | Add +102.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.14% | 10,450 | $951K | Add +92.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.14% | 11,185 | $949K | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 5,270 | $935K | Reduce -2.2% |
| V Visa Inc. Class A | 0.14% | 2,606 | $925K | Reduce -5.2% |
| VONV Vanguard Russell 1000 Value | 0.14% | 10,820 | $922K | Add +222.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,593 | $879K | Add +12.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.13% | 8,834 | $879K | Add +86.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 7,053 | $871K | Add +302.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.13% | 36,619 | $851K | Add +22.6% |
| META Meta Platforms Inc. Class A | 0.13% | 1,136 | $838K | Reduce -12.4% |
| NFLX Netflix Inc. | 0.12% | 613 | $821K | Reduce -8.1% |
| ORCL Oracle Corp. | 0.12% | 3,686 | $806K | No change |
| NVDA Nvidia Corp. | 0.12% | 5,031 | $795K | Reduce -35.0% |
| AMGN Amgen Inc. | 0.11% | 2,700 | $754K | Reduce -1.3% |
| GDX Vaneck Gold Miners ETF | 0.11% | 14,249 | $742K | No change |
| COST Costco Wholesale Corp. | 0.11% | 744 | $737K | Reduce -6.5% |
| WMT Walmart Inc. | 0.11% | 7,518 | $735K | Reduce -3.0% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.10% | 7,939 | $690K | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 3,131 | $676K | Add +1.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 5,884 | $659K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.10% | 1,462 | $644K | No change |
| XLE SS Energy Select Sector | 0.09% | 7,407 | $628K | Add +170.1% |
| UBER Uber Technologies Inc. | 0.09% | 6,640 | $620K | Add +2.5% |
| IWO iShares Russell 2000 Growth | 0.09% | 2,144 | $613K | Add +5.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.09% | 25,443 | $591K | Reduce -2.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 13,621 | $534K | Reduce -23.1% |
| TRS Trimas Corp. | 0.08% | 18,474 | $529K | No change |
| MCD McDonald's Corp. | 0.08% | 1,808 | $528K | Reduce -4.7% |
| FMNB Farmers Natl Banc Corp. | 0.08% | 37,086 | $511K | No change |
| MFC Manulife Financial Corp. | 0.08% | 15,840 | $506K | Reduce -0.4% |
| BIP Brookfield Infrastructure Pa | 0.08% | 15,057 | $504K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,029 | $500K | Reduce -9.8% |
| IJUL Innovator International Deve | 0.07% | 15,436 | $493K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,561 | $460K | Reduce -3.3% |
| XLK SS Technology Select Sector | 0.07% | 1,799 | $456K | No change |
| NEE Nextera Energy Inc. | 0.07% | 6,483 | $450K | Add +54.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 4,712 | $443K | New |
| GTO Invesco Total Return Bond Et | 0.07% | 9,385 | $440K | Reduce -50.9% |
Portfolio Sells Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Reduce -4.2% | 4.44% | −1.22 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -18.6% | 3.03% | −1.19 |
| VNLA Janus Henderson Short Durati | Reduce -0.3% | 3.78% | −0.81 |
| FTRB Fed Hermes TTL RTRN BND | Reduce -11.1% | 1.53% | −0.55 |
| AAPL Apple Inc. | Reduce -6.0% | 0.84% | −0.33 |
| FHI Federated Hermes Inc. | Reduce -10.8% | 0.53% | −0.13 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.3% | 1.03% | −0.13 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.10 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.10 |
| GTO Invesco Total Return Bond Et | Reduce -50.9% | 0.07% | −0.10 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -0.0% | 0.26% | −0.09 |
| RELY Remitly Global Inc. | Reduce -6.7% | 0.18% | −0.08 |
| CBZ Cbiz Inc. | Reduce -1.2% | 0.25% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -14.0% | 0.21% | −0.07 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 0.52% | −0.06 |
| GLD SPDR Gold Shares | Reduce -3.6% | 0.30% | −0.06 |
| X United States Steel Corp. | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -4.3% | 0.15% | −0.04 |
| GLW Corning Inc. | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Reduce -1.3% | 0.11% | −0.04 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -32.1% | 0.06% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -11.1% | 0.20% | −0.04 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Reduce -5.2% | 0.14% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.8% | 0.07% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -11.4% | 0.18% | −0.03 |
| NVDA Nvidia Corp. | Reduce -35.0% | 0.12% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -23.1% | 0.08% | −0.03 |
| MCD McDonald's Corp. | Reduce -4.7% | 0.08% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.8% | 0.18% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 0.11% | −0.03 |
| JGRO JPMorgan Active Growth ETF | Reduce -5.7% | 0.26% | −0.03 |
| JNJ Johnson & Johnson | Reduce -10.7% | 0.05% | −0.03 |
| ANSS Ansys Inc. | Reduce -0.2% | 0.25% | −0.02 |
| PEP Pepsico Inc. | Reduce -10.5% | 0.04% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.5% | 0.09% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -14.6% | 0.03% | −0.02 |
| ABBV Abbvie Inc. | Reduce -9.3% | 0.04% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 0.28% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -8.7% | 0.04% | −0.02 |
| MFC Manulife Financial Corp. | Reduce -0.4% | 0.08% | −0.01 |
| WMT Walmart Inc. | Reduce -3.0% | 0.11% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 0.14% | −0.01 |
| HD Home Depot Inc. | Reduce -4.4% | 0.04% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -1.9% | 0.05% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -12.4% | 0.13% | −0.01 |
| RTX RTX Corp. | Reduce -6.3% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| IEMG iShares Core MSCI Emerging | Add +162.8% | 5.20% | +3.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1460.5% | 1.35% | +1.25 |
| VEA Vanguard Ftse Developed ETF | Add +44.9% | 2.11% | +0.54 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +99.1% | 1.07% | +0.48 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +995.8% | 0.36% | +0.32 |
| SCHM Schwab US Mid Cap ETF | Add +36.7% | 1.87% | +0.32 |
| JPIE JPMorgan Income ETF | Add +39.9% | 2.30% | +0.32 |
| DFAC Dimensional US Core Equity 2 | New | 0.31% | +0.31 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +64.5% | 1.21% | +0.31 |
| SCHV Schwab US Large-Cap Value | Add +54.8% | 1.22% | +0.30 |
| VONG Vanguard Russell 1000 Growth | Add +192.2% | 0.43% | +0.28 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +257.0% | 0.29% | +0.20 |
| IEFA iShares Core MSCI Eafe ETF | Add +84.8% | 0.44% | +0.18 |
| FBND Fidelity Total Bond ETF | Add +32.4% | 1.78% | +0.15 |
| IVE iShares S&P 500 Value ETF | Add +80.2% | 0.32% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +33.9% | 0.43% | +0.10 |
| MMIN Nylim Mackay Muni Insured Et | Add +33.4% | 1.27% | +0.10 |
| TJX TJX Companies Inc. | Add +302.3% | 0.13% | +0.09 |
| VONV Vanguard Russell 1000 Value | Add +222.4% | 0.14% | +0.09 |
| IJUL Innovator International Deve | New | 0.07% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +92.4% | 0.14% | +0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +102.3% | 0.14% | +0.06 |
| IMCB iShares Morningstar Mid-Cap | New | 0.05% | +0.05 |
| IJS iShares S&P Small-Cap 600 Va | Add +86.6% | 0.13% | +0.05 |
| XLE SS Energy Select Sector | Add +170.1% | 0.09% | +0.05 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.04% | +0.04 |
| EJUL Innovator Emerging Markets P | New | 0.04% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +4.6% | 2.83% | +0.04 |
| PM Philip Morris International | New | 0.04% | +0.04 |
| MO Altria Group Inc. | New | 0.04% | +0.04 |
| VOTE TCW Transform 500 ETF | New | 0.03% | +0.03 |
| SLV iShares Silver Trust | New | 0.03% | +0.03 |
| ISCB iShares Morningstar SM Cap | New | 0.03% | +0.03 |
| IWD iShares Russell 1000 Value E | New | 0.03% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +21.0% | 0.36% | +0.03 |
| ICLN iShares Global Clean Energy | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | Add +54.6% | 0.07% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.8% | 0.13% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +4.0% | 7.17% | +0.01 |
| UBER Uber Technologies Inc. | Add +2.5% | 0.09% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +14.9% | 0.19% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +22.6% | 0.13% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +5.3% | 0.09% | −0.00 |
| FV First Trust DW Focus 5 Fund | Add +0.0% | 0.03% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +1.2% | 0.10% | −0.01 |
| PNC PNC Financial Services Group | Add +7.1% | 0.33% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.3% | 0.38% | −0.02 |
| JHML John Hancock Multi Fact LRG | Add +4.8% | 0.71% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +4.5% | 1.76% | −0.09 |
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 |