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

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 Q2 2025 Q3 2025: $842.7M $842.7M Q3 2025 Q4 2025: $887.1M Q4 2025 Q1 2026: $906.8M Q1 2026 Q2 2026: $1.1B Q2 2026

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
PKOH Park-Ohio Holdings Corp. 0.05% 21,656 $460K Add +25.1%
NUSC Nuveen ESG Small-Cap ETF 0.05% 10,198 $450K Add +4.8%
GTO Invesco Total Return Bond Et 0.05% 9,385 $446K No change
VIG Vanguard Dividend Apprec ETF 0.05% 2,061 $445K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,558 $440K Reduce -0.2%
FDV Fed Hermes US Strat Div ETF 0.05% 15,242 $436K No change
VGT Vanguard Info Tech ETF 0.05% 583 $436K No change
RTX RTX Corp. 0.05% 2,473 $414K No change
BAM Brookfield Asset Mgmt-A 0.05% 7,149 $407K No change
OEF iShares S&P 100 ETF 0.05% 1,211 $403K Reduce -13.4%
CSCO Cisco Systems Inc. 0.05% 5,603 $383K Add +4.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 3,312 $361K No change
IMCB iShares Morningstar Mid-Cap 0.04% 4,053 $337K No change
PEP Pepsico Inc. 0.04% 2,367 $332K Add +17.9%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.04% 1,105 $325K No change
MO Altria Group Inc. 0.04% 4,806 $317K Add +3.6%
XOP SS SPDR S&P Og Exp & Prod 0.04% 2,361 $312K No change
AGG iShares Core U.S. Aggregate 0.04% 3,111 $312K Add +1.1%
QBTS D-Wave Quantum Inc. 0.04% 12,500 $309K No change
ABBV Abbvie Inc. 0.04% 1,305 $302K Add +0.9%
VT Vanguard Tot World STK ETF 0.04% 2,165 $298K No change
PCAR Paccar Inc. 0.04% 3,016 $297K No change
EJUL Innovator Emerging Markets P 0.04% 10,234 $296K No change
MDYV SS SPDR S&P 400 MC Val ETF 0.03% 3,395 $283K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 3,235 $282K No change
SLV iShares Silver Trust 0.03% 6,537 $277K No change
PG The Procter & Gamble Co. 0.03% 1,802 $277K Add +19.6%
PM Philip Morris International 0.03% 1,694 $275K Add +10.7%
ABT Abbott Laboratories 0.03% 2,028 $272K Add +20.1%
SPGI S&P Global Inc. 0.03% 546 $266K New
NVR NVR Inc. 0.03% 33 $265K No change
WELL Welltower Inc. 0.03% 1,487 $265K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 821 $253K No change
MRK Merck & Co. Inc. 0.03% 2,961 $249K Add +15.6%
VOTE TCW Transform 500 ETF 0.03% 2,974 $233K No change
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.03% 8,200 $231K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 1,315 $230K No change
ISCB iShares Morningstar SM Cap 0.03% 3,572 $227K No change
AWK American Water Works Co. Inc. 0.03% 1,568 $218K New
EEM iShares MSCI Emerging Market 0.03% 4,051 $216K New
MA Mastercard Inc. Class A 0.03% 380 $216K New
IWD iShares Russell 1000 Value E 0.03% 1,054 $215K No change
IWO iShares Russell 2000 Growth 0.02% 654 $209K Reduce -69.5%
XME SS SPDR S&P Metals Mining 0.02% 2,217 $207K New
FV First Trust DW Focus 5 Fund 0.02% 3,270 $202K Reduce -16.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 3,890 $201K New
ICLN iShares Global Clean Energy 0.02% 10,286 $159K No change
GOLD RESOURCE CORP 0.00% 23,820 $20K 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

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