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

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 Q1 2025 Q2 2025: $668.8M $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 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%
OEF iShares S&P 100 ETF 0.06% 1,398 $425K No change
VIG Vanguard Dividend Apprec ETF 0.06% 2,061 $422K No change
FDV Fed Hermes US Strat Div ETF 0.06% 15,242 $419K No change
NUSC Nuveen ESG Small-Cap ETF 0.06% 9,735 $397K Reduce -32.1%
BAM Brookfield Asset Mgmt-A 0.06% 7,149 $395K No change
RKLB Rocket Lab Corp. 0.06% 11,000 $393K No change
VGT Vanguard Info Tech ETF 0.06% 583 $387K No change
CSCO Cisco Systems Inc. 0.06% 5,374 $373K Reduce -5.5%
RTX RTX Corp. 0.05% 2,473 $361K Reduce -6.3%
JNJ Johnson & Johnson 0.05% 2,345 $358K Reduce -10.7%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.05% 8,200 $351K No change
IMCB iShares Morningstar Mid-Cap 0.05% 4,053 $323K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.05% 1,105 $314K No change
PKOH Park-Ohio Holdings Corp. 0.05% 17,306 $309K No change
AGG iShares Core U.S. Aggregate 0.05% 3,078 $305K Reduce -1.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,312 $302K Reduce -2.0%
XOP SS SPDR S&P Og Exp & Prod 0.04% 2,361 $297K New
HD Home Depot Inc. 0.04% 797 $292K Reduce -4.4%
PCAR Paccar Inc. 0.04% 3,016 $287K No change
EJUL Innovator Emerging Markets P 0.04% 10,234 $283K New
PM Philip Morris International 0.04% 1,531 $279K New
VT Vanguard Tot World STK ETF 0.04% 2,165 $278K No change
MO Altria Group Inc. 0.04% 4,638 $272K New
MDYV SS SPDR S&P 400 MC Val ETF 0.04% 3,395 $270K No change
LBRDK Liberty Broadband-C 0.04% 2,697 $265K Reduce -0.3%
PEP Pepsico Inc. 0.04% 2,008 $265K Reduce -10.5%
CWB SS SPDR BB Conv Sec ETF 0.04% 3,207 $265K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.04% 3,235 $264K No change
NVR NVR Inc. 0.04% 33 $244K No change
LULU Lululemon Athletica Inc. 0.04% 1,016 $241K No change
ABBV Abbvie Inc. 0.04% 1,293 $240K Reduce -9.3%
PG The Procter & Gamble Co. 0.04% 1,506 $240K Reduce -8.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 821 $234K No change
FV First Trust DW Focus 5 Fund 0.03% 3,921 $232K Add +0.0%
ABT Abbott Laboratories 0.03% 1,688 $230K Reduce -1.3%
WELL Welltower Inc. 0.03% 1,487 $229K Reduce -4.8%
VOTE TCW Transform 500 ETF 0.03% 2,974 $216K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 1,315 $216K No change
SLV iShares Silver Trust 0.03% 6,537 $214K New
ISCB iShares Morningstar SM Cap 0.03% 3,572 $208K New
IWD iShares Russell 1000 Value E 0.03% 1,054 $205K New
MRK Merck & Co. Inc. 0.03% 2,561 $203K Reduce -14.6%
QBTS D-Wave Quantum Inc. 0.03% 12,500 $183K No change
ICLN iShares Global Clean Energy 0.02% 10,286 $135K New
PTON Peloton Interactive Inc. Class A 0.01% 10,000 $69K No change
GOLD RESOURCE CORP 0.00% 23,820 $15K No change

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

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