Schneider Downs Wealth Management Advisors, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Schneider Downs Wealth Management Advisors, LP reported 148 stock positions worth $842.7 million. Its top holding was Federated Hermes (FHI) at 16.4% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 8.8%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 8.3%). Compared with Q2 2025, it opened 7 new positions, sold out of 5, added to 49 and reduced 37. The biggest buy was Federated Hermes (FHI, shares +3229%) and the biggest sale Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Pittsburgh, PA
- CIK
- 0001665359
- Portfolio Value
- $842.7M (Q3 2025)
- SEC Filing
- 0001172661-25-005200 ↗ filed Nov 17, 2025
Holdings Value
Holdings 148 stocks · $842.7M
| FHI Federated Hermes Inc. | 16.37% | 2,657,263 | $138.0M | Add +3229.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.76% | 1,725,265 | $73.8M | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 8.30% | 238,178 | $70.0M | Reduce -0.6% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 6.47% | 2,242,166 | $54.5M | Add +22.0% |
| SCHG Schwab US Large-Cap Growth | 6.07% | 1,603,876 | $51.2M | Reduce -2.2% |
| IEMG iShares Core MSCI Emerging | 4.68% | 598,279 | $39.4M | Add +3.3% |
| SCHX Schwab US Large-Cap ETF | 4.40% | 1,407,417 | $37.1M | Reduce -9.2% |
| MUB iShares National Muni Bond E | 3.96% | 313,542 | $33.4M | Add +10.3% |
| VNLA Janus Henderson Short Durati | 3.12% | 532,894 | $26.3M | Add +3.8% |
| IJT iShares S&P Small-Cap 600 GR | 2.65% | 157,583 | $22.3M | Add +3.6% |
| IWF iShares Russell 1000 Growth | 2.30% | 41,333 | $19.4M | Reduce -7.4% |
| JPIE JPMorgan Income ETF | 2.01% | 365,251 | $17.0M | Add +10.0% |
| FBND Fidelity Total Bond ETF | 1.66% | 301,703 | $14.0M | Add +15.6% |
| VEA Vanguard Ftse Developed ETF | 1.56% | 219,170 | $13.1M | Reduce -11.6% |
| SCHM Schwab US Mid Cap ETF | 1.55% | 441,180 | $13.1M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 1.51% | 20,761 | $12.7M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 1.42% | 100,751 | $12.0M | Reduce -0.7% |
| FTRB Fed Hermes TTL RTRN BND | 1.27% | 420,950 | $10.7M | Add +3.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.17% | 33,021 | $9.8M | Add +1.3% |
| SCHV Schwab US Large-Cap Value | 1.01% | 293,421 | $8.5M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 11,441 | $7.6M | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.90% | 151,988 | $7.6M | Reduce -7.7% |
| AAPL Apple Inc. | 0.87% | 28,918 | $7.4M | Add +6.2% |
| IWR iShares Russell Mid-Cap ETF | 0.86% | 75,142 | $7.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.67% | 60,718 | $5.7M | Reduce -28.8% |
| MSFT Microsoft Corp. | 0.66% | 10,754 | $5.6M | Reduce -51.7% |
| JHML John Hancock Multi Fact LRG | 0.60% | 64,106 | $5.0M | Reduce -1.4% |
| PRCH Porch Group Inc. | 0.55% | 274,816 | $4.6M | Reduce -0.7% |
| RJF Raymond James Financial Inc. | 0.44% | 21,588 | $3.7M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.43% | 5,371 | $3.6M | Reduce -3.3% |
| FEGE First Eagle GL Equity ETF | 0.39% | 73,949 | $3.3M | New |
| VONG Vanguard Russell 1000 Growth | 0.37% | 26,116 | $3.1M | No change |
| IVW iShares S&P 500 Growth ETF | 0.37% | 25,980 | $3.1M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 0.34% | 121,959 | $2.8M | Reduce -1.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.33% | 21,863 | $2.8M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.32% | 34,814 | $2.7M | Reduce -0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 12,832 | $2.7M | Add +3.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 30,477 | $2.7M | Reduce -13.6% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.31% | 110,927 | $2.6M | Reduce -69.6% |
| PNC PNC Financial Services Group | 0.28% | 11,865 | $2.4M | No change |
| GLD SPDR Gold Shares | 0.28% | 6,571 | $2.3M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.27% | 3 | $2.3M | No change |
| IVE iShares S&P 500 Value ETF | 0.27% | 10,893 | $2.2M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.26% | 57,831 | $2.2M | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 6,996 | $2.2M | Add +8.1% |
| BN Brookfield Corp. | 0.26% | 32,157 | $2.2M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 6,653 | $2.2M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 61,765 | $2.1M | Reduce -21.9% |
| GOOGL Alphabet Inc. Class A | 0.24% | 8,460 | $2.1M | Add +11.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 7,971 | $2.0M | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.22% | 16,591 | $1.9M | Add +3.2% |
| JGRO JPMorgan Active Growth ETF | 0.22% | 19,865 | $1.9M | No change |
| AMZN Amazon.com Inc. | 0.18% | 6,788 | $1.5M | Add +21.4% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 22,437 | $1.5M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.17% | 7,635 | $1.4M | Add +51.8% |
| SCHA Schwab US Small-Cap ETF | 0.16% | 47,247 | $1.3M | Reduce -1.6% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 14,047 | $1.3M | No change |
| GOOG Alphabet Inc. Class C | 0.15% | 5,305 | $1.3M | Add +0.7% |
| CBZ Cbiz Inc. | 0.15% | 23,215 | $1.2M | Reduce -0.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.13% | 43,839 | $1.1M | Add +2.7% |
| GDX Vaneck Gold Miners ETF | 0.13% | 14,249 | $1.1M | No change |
| V Visa Inc. Class A | 0.13% | 3,172 | $1.1M | Add +21.7% |
| VNQ Vanguard Real Estate ETF | 0.13% | 11,568 | $1.1M | Add +0.3% |
| ORCL Oracle Corp. | 0.12% | 3,686 | $1.0M | No change |
| RELY Remitly Global Inc. | 0.12% | 62,848 | $1.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 7,061 | $1.0M | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.12% | 7,743 | $1.0M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.12% | 11,185 | $1.0M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 10,464 | $1.0M | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 8,852 | $979K | Add +0.2% |
| VONV Vanguard Russell 1000 Value | 0.11% | 10,820 | $967K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,551 | $931K | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.11% | 1,251 | $919K | Add +10.1% |
| SUSC iShares ESG Aware Usd Corpor | 0.11% | 38,911 | $917K | Add +6.3% |
| WMT Walmart Inc. | 0.09% | 7,524 | $775K | Add +0.1% |
| AMGN Amgen Inc. | 0.09% | 2,700 | $762K | No change |
| IWM iShares Russell 2000 ETF | 0.09% | 3,093 | $748K | Reduce -1.2% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.09% | 7,939 | $727K | No change |
| COST Costco Wholesale Corp. | 0.08% | 772 | $715K | Add +3.8% |
| NFLX Netflix Inc. | 0.08% | 596 | $715K | Reduce -2.8% |
| TRS Trimas Corp. | 0.08% | 18,474 | $714K | No change |
| ETN Eaton Corp. PLC | 0.08% | 1,815 | $679K | Reduce -67.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.08% | 1,462 | $678K | No change |
| UBER Uber Technologies Inc. | 0.08% | 6,840 | $670K | Add +3.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.08% | 5,884 | $670K | No change |
| XLE SS Energy Select Sector | 0.08% | 7,407 | $662K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 13,621 | $591K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.07% | 25,182 | $591K | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,159 | $583K | Add +12.6% |
| FMNB Farmers Natl Banc Corp. | 0.06% | 37,086 | $534K | No change |
| RKLB Rocket Lab Corp. | 0.06% | 11,000 | $527K | No change |
| MCD McDonald's Corp. | 0.06% | 1,730 | $526K | Reduce -4.3% |
| NEE Nextera Energy Inc. | 0.06% | 6,825 | $515K | Add +5.3% |
| XLK SS Technology Select Sector | 0.06% | 1,800 | $507K | Add +0.1% |
| IJUL Innovator International Deve | 0.06% | 15,436 | $505K | No change |
| JNJ Johnson & Johnson | 0.06% | 2,686 | $498K | Add +14.5% |
| BIP Brookfield Infrastructure Pa | 0.06% | 15,057 | $495K | No change |
| MFC Manulife Financial Corp. | 0.06% | 15,840 | $493K | No change |
| HD Home Depot Inc. | 0.06% | 1,188 | $481K | Add +49.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.06% | 4,712 | $470K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.6% | 8.30% | −1.72 |
| SCHX Schwab US Large-Cap ETF | Reduce -9.2% | 4.40% | −1.27 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.2% | 6.07% | −1.09 |
| MSFT Microsoft Corp. | Reduce -51.7% | 0.66% | −0.99 |
| MMIN Nylim Mackay Muni Insured Et | Reduce -69.6% | 0.31% | −0.96 |
| VEA Vanguard Ftse Developed ETF | Reduce -11.6% | 1.56% | −0.55 |
| IWF iShares Russell 1000 Growth | Reduce -7.4% | 2.30% | −0.54 |
| EFA iShares MSCI Eafe ETF | Reduce -28.8% | 0.67% | −0.47 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.1% | 1.55% | −0.32 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -7.7% | 0.90% | −0.30 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.25 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 1.42% | −0.24 |
| ETN Eaton Corp. PLC | Reduce -67.4% | 0.08% | −0.22 |
| SCHV Schwab US Large-Cap Value | Reduce -0.9% | 1.01% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.90% | −0.16 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -13.6% | 0.32% | −0.12 |
| JHML John Hancock Multi Fact LRG | Reduce -1.4% | 0.60% | −0.12 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -21.9% | 0.24% | −0.11 |
| CBZ Cbiz Inc. | Reduce -0.7% | 0.15% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 0.43% | −0.09 |
| SCHF Schwab Intl Equity ETF | Reduce -1.5% | 0.34% | −0.07 |
| IWO iShares Russell 2000 Growth | Reduce -69.5% | 0.02% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.9% | 0.32% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 0.37% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -0.7% | 0.27% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.2% | 0.24% | −0.05 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.04 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Reduce -2.8% | 0.08% | −0.04 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 0.17% | −0.04 |
| GLD SPDR Gold Shares | Reduce -1.1% | 0.28% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.6% | 0.16% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.6% | 0.11% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.0% | 0.07% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 0.05% | −0.02 |
| MCD McDonald's Corp. | Reduce -4.3% | 0.06% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -13.4% | 0.05% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.2% | 0.09% | −0.01 |
| FV First Trust DW Focus 5 Fund | Reduce -16.6% | 0.02% | −0.01 |
| PTON Peloton Interactive Inc. Class A | Sold out | 0.00% | −0.01 |
| PRCH Porch Group Inc. | Reduce -0.7% | 0.55% | +0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| FHI Federated Hermes Inc. | Add +3229.0% | 16.37% | +15.85 |
| FEGE First Eagle GL Equity ETF | New | 0.39% | +0.39 |
| NVDA Nvidia Corp. | Add +51.8% | 0.17% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +11.7% | 0.24% | +0.04 |
| AAPL Apple Inc. | Add +6.2% | 0.87% | +0.04 |
| SPGI S&P Global Inc. | New | 0.03% | +0.03 |
| AWK American Water Works Co. Inc. | New | 0.03% | +0.03 |
| EEM iShares MSCI Emerging Market | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | New | 0.03% | +0.03 |
| XME SS SPDR S&P Metals Mining | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 0.15% | +0.01 |
| HD Home Depot Inc. | Add +49.1% | 0.06% | +0.01 |
| PKOH Park-Ohio Holdings Corp. | Add +25.1% | 0.05% | +0.01 |
| JNJ Johnson & Johnson | Add +14.5% | 0.06% | +0.01 |
| ABBV Abbvie Inc. | Add +0.9% | 0.04% | 0.00 |
| PEP Pepsico Inc. | Add +17.9% | 0.04% | −0.00 |
| MRK Merck & Co. Inc. | Add +15.6% | 0.03% | −0.00 |
| ABT Abbott Laboratories | Add +20.1% | 0.03% | −0.00 |
| MO Altria Group Inc. | Add +3.6% | 0.04% | −0.00 |
| PG The Procter & Gamble Co. | Add +19.6% | 0.03% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.6% | 0.07% | −0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Add +4.8% | 0.05% | −0.01 |
| NEE Nextera Energy Inc. | Add +5.3% | 0.06% | −0.01 |
| AMZN Amazon.com Inc. | Add +21.4% | 0.18% | −0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.06% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.1% | 0.04% | −0.01 |
| PM Philip Morris International | Add +10.7% | 0.03% | −0.01 |
| TJX TJX Companies Inc. | Add +0.1% | 0.12% | −0.01 |
| V Visa Inc. Class A | Add +21.7% | 0.13% | −0.01 |
| CSCO Cisco Systems Inc. | Add +4.3% | 0.05% | −0.01 |
| UBER Uber Technologies Inc. | Add +3.0% | 0.08% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.2% | 0.12% | −0.02 |
| META Meta Platforms Inc. Class A | Add +10.1% | 0.11% | −0.02 |
| WMT Walmart Inc. | Add +0.1% | 0.09% | −0.02 |
| SUSC iShares ESG Aware Usd Corpor | Add +6.3% | 0.11% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +8.1% | 0.26% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.12% | −0.02 |
| COST Costco Wholesale Corp. | Add +3.8% | 0.08% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.13% | −0.03 |
| SUSB iShares ESG Aware 1-5 Year U | Add +2.7% | 0.13% | −0.03 |
| BN Brookfield Corp. | Add +0.2% | 0.26% | −0.04 |
| XOM Exxon Mobil Corp. | Add +3.2% | 0.22% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.9% | 0.32% | −0.04 |
| RJF Raymond James Financial Inc. | Add +0.2% | 0.44% | −0.05 |
| MMIT Nylim Mackay Muni Intermedia | Add +22.0% | 6.47% | −0.09 |
| FBND Fidelity Total Bond ETF | Add +15.6% | 1.66% | −0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.3% | 1.17% | −0.18 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 1.51% | −0.25 |
| FTRB Fed Hermes TTL RTRN BND | Add +3.1% | 1.27% | −0.26 |
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 |