Schneider Downs Wealth Management Advisors, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Schneider Downs Wealth Management Advisors, LP reported 156 stock positions worth $906.8 million. Its top holding was Federated Hermes (FHI) at 17.1% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 9.1%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.8%). Compared with Q4 2025, it opened 6 new positions, sold out of 6, added to 46 and reduced 45. The biggest buy was Federated Hermes (FHI, shares +2%) and the biggest sale Janus Henderson Short Durati (VNLA, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Pittsburgh, PA
- CIK
- 0001665359
- Portfolio Value
- $906.8M (Q1 2026)
- SEC Filing
- 0001172661-26-001986 ↗ filed May 15, 2026
Holdings Value
Holdings 156 stocks · $906.8M
| FHI Federated Hermes Inc. | 17.06% | 2,727,878 | $154.7M | Add +2.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.09% | 1,804,741 | $82.4M | Add +1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 7.79% | 246,030 | $70.7M | Add +1.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 6.86% | 2,579,517 | $62.2M | Add +6.3% |
| SCHG Schwab US Large-Cap Growth | 5.27% | 1,640,662 | $47.8M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 4.93% | 641,602 | $44.8M | Add +3.5% |
| MUB iShares National Muni Bond E | 4.22% | 360,475 | $38.3M | Add +5.8% |
| SCHX Schwab US Large-Cap ETF | 4.04% | 1,427,777 | $36.6M | Add +0.5% |
| VNLA Janus Henderson Short Durati | 3.47% | 643,344 | $31.4M | Reduce -9.2% |
| IJT iShares S&P Small-Cap 600 GR | 2.62% | 164,021 | $23.7M | Add +2.8% |
| JPIE JPMorgan Income ETF | 2.40% | 473,032 | $21.8M | Add +14.9% |
| IWF iShares Russell 1000 Growth | 1.95% | 41,409 | $17.7M | Add +0.6% |
| FBND Fidelity Total Bond ETF | 1.80% | 356,925 | $16.3M | Add +9.4% |
| SCHM Schwab US Mid Cap ETF | 1.57% | 460,298 | $14.3M | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 1.54% | 218,620 | $14.0M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 1.51% | 22,843 | $13.6M | Add +0.6% |
| FTRB Fed Hermes TTL RTRN BND | 1.44% | 519,715 | $13.1M | Add +14.2% |
| IJR iShares Core S&P Small-Cap E | 1.39% | 101,258 | $12.6M | Reduce -0.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.13% | 33,972 | $10.3M | Add +1.7% |
| SCHV Schwab US Large-Cap Value | 0.98% | 290,865 | $8.9M | Reduce -0.5% |
| AAPL Apple Inc. | 0.94% | 33,719 | $8.6M | Reduce -0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.83% | 77,633 | $7.5M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 11,343 | $7.4M | Add +0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.81% | 147,287 | $7.3M | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 0.65% | 61,020 | $5.9M | Reduce -0.3% |
| JHML John Hancock Multi Fact LRG | 0.57% | 65,873 | $5.2M | Reduce -0.1% |
| FEGE First Eagle GL Equity ETF | 0.56% | 107,559 | $5.1M | Add +17.8% |
| MSFT Microsoft Corp. | 0.52% | 12,707 | $4.7M | Reduce -4.6% |
| IVV iShares Core S&P 500 ETF | 0.43% | 5,936 | $3.9M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 34,929 | $3.2M | No change |
| RJF Raymond James Financial Inc. | 0.34% | 21,546 | $3.1M | Reduce -0.2% |
| SCHF Schwab Intl Equity ETF | 0.33% | 120,079 | $3.0M | Reduce -0.4% |
| GLD SPDR Gold Shares | 0.32% | 6,802 | $2.9M | Add +3.5% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 25,616 | $2.9M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 13,243 | $2.9M | Add +2.3% |
| VONG Vanguard Russell 1000 Growth | 0.32% | 26,116 | $2.9M | No change |
| GOOGL Alphabet Inc. Class A | 0.30% | 9,332 | $2.7M | Add +0.1% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.30% | 112,890 | $2.7M | Add +1.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.29% | 21,863 | $2.6M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.29% | 34,566 | $2.6M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.29% | 8,876 | $2.6M | Reduce -1.3% |
| PNC PNC Financial Services Group | 0.27% | 11,817 | $2.5M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 0.27% | 8,380 | $2.4M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 0.25% | 10,893 | $2.3M | No change |
| DFAC Dimensional US Core Equity 2 | 0.25% | 57,831 | $2.2M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 66,603 | $2.2M | Add +8.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 6,790 | $2.2M | Add +2.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 3 | $2.2M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 8,085 | $2.1M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.23% | 9,863 | $2.1M | Add +1.2% |
| PRCH Porch Group Inc. | 0.22% | 274,216 | $2.0M | Reduce -0.2% |
| BN Brookfield Corp. | 0.22% | 48,234 | $2.0M | No change |
| JGRO JPMorgan Active Growth ETF | 0.20% | 21,354 | $1.8M | Add +7.4% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 24,030 | $1.6M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 8,761 | $1.4M | Reduce -0.0% |
| SCHA Schwab US Small-Cap ETF | 0.15% | 46,984 | $1.4M | Reduce -0.6% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 14,239 | $1.4M | Add +1.4% |
| NVDA Nvidia Corp. | 0.15% | 7,727 | $1.3M | Add +1.3% |
| GDX Vaneck Gold Miners ETF | 0.15% | 14,670 | $1.3M | Add +3.0% |
| WMT Walmart Inc. | 0.14% | 10,006 | $1.2M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.13% | 1,171 | $1.2M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.12% | 8,058 | $1.1M | Add +3.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 10,589 | $1.1M | No change |
| VNQ Vanguard Real Estate ETF | 0.11% | 11,629 | $1.0M | Add +0.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.11% | 41,042 | $1.0M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.11% | 1,760 | $1.0M | Add +35.9% |
| VONV Vanguard Russell 1000 Value | 0.11% | 10,528 | $987K | Reduce -0.6% |
| RELY Remitly Global Inc. | 0.11% | 62,848 | $985K | No change |
| V Visa Inc. Class A | 0.11% | 3,172 | $959K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,621 | $936K | Reduce -0.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 7,840 | $929K | Add +0.1% |
| XLE SS Energy Select Sector | 0.10% | 14,814 | $908K | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 3,642 | $903K | No change |
| SUSC iShares ESG Aware Usd Corpor | 0.10% | 38,307 | $886K | Add +1.5% |
| JNJ Johnson & Johnson | 0.09% | 3,436 | $840K | Reduce -0.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.09% | 14,770 | $779K | Add +18.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.08% | 7,939 | $762K | No change |
| SLDE Slide Insurance Holdings Inc. | 0.08% | 40,429 | $728K | New |
| CAT Caterpillar Inc. | 0.08% | 1,015 | $719K | No change |
| RKLB Rocket Lab Corp. | 0.08% | 11,021 | $708K | No change |
| TRS Trimas Corp. | 0.07% | 18,474 | $664K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.07% | 1,419 | $657K | No change |
| AVGO Broadcom Inc. | 0.07% | 2,104 | $651K | Reduce -19.1% |
| RTX RTX Corp. | 0.07% | 3,301 | $637K | Add +5.0% |
| ETN Eaton Corp. PLC | 0.07% | 1,780 | $637K | Reduce -1.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 13,982 | $636K | Add +2.6% |
| NEE Nextera Energy Inc. | 0.07% | 6,832 | $635K | Reduce -0.1% |
| CBZ Cbiz Inc. | 0.07% | 23,215 | $623K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 5,471 | $609K | Reduce -8.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.06% | 25,182 | $585K | No change |
| NFLX Netflix Inc. | 0.06% | 5,960 | $573K | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.06% | 7,840 | $564K | Add +14.6% |
| MFC Manulife Financial Corp. | 0.06% | 15,840 | $546K | No change |
| ABBV Abbvie Inc. | 0.06% | 2,505 | $545K | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 1,135 | $544K | No change |
| BIP Brookfield Infrastructure Pa | 0.06% | 15,057 | $544K | No change |
| ORCL Oracle Corp. | 0.06% | 3,686 | $542K | Reduce -0.2% |
| MCD McDonald's Corp. | 0.06% | 1,730 | $538K | Reduce -0.1% |
| AMGN Amgen Inc. | 0.06% | 1,500 | $528K | No change |
| IJUL Innovator International Deve | 0.06% | 15,436 | $521K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VNLA Janus Henderson Short Durati | Reduce -9.2% | 3.47% | −0.46 |
| MSFT Microsoft Corp. | Reduce -4.6% | 0.52% | −0.21 |
| AAPL Apple Inc. | Reduce -0.6% | 0.94% | −0.10 |
| PRCH Porch Group Inc. | Reduce -0.2% | 0.22% | −0.07 |
| FMNB Farmers Natl Banc Corp. | Sold out | 0.00% | −0.06 |
| RJF Raymond James Financial Inc. | Reduce -0.2% | 0.34% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.9% | 0.81% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.29% | −0.04 |
| AVGO Broadcom Inc. | Reduce -19.1% | 0.07% | −0.03 |
| JHML John Hancock Multi Fact LRG | Reduce -0.1% | 0.57% | −0.03 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.02 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.02 |
| FV First Trust DW Focus 5 Fund | Sold out | 0.00% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.7% | 0.29% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.4% | 0.83% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.2% | 0.06% | −0.02 |
| V Visa Inc. Class A | Reduce -0.1% | 0.11% | −0.02 |
| AXP American Express Co. | Reduce -6.5% | 0.03% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.10% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -8.4% | 0.07% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 0.65% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.0% | 0.03% | −0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -3.8% | 0.11% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -6.0% | 0.04% | −0.01 |
| PNC PNC Financial Services Group | Reduce -0.0% | 0.27% | −0.01 |
| SPGI S&P Global Inc. | Reduce -0.4% | 0.03% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.4% | 0.03% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.06% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 0.23% | −0.00 |
| COHR Coherent Corp. | Reduce -30.3% | 0.02% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -5.9% | 0.03% | −0.00 |
| VONV Vanguard Russell 1000 Value | Reduce -0.6% | 0.11% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.6% | 0.15% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.2% | 0.05% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.06% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 1.54% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -0.3% | 0.04% | −0.00 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.06% | 0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.4% | 0.33% | +0.00 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.05% | +0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -0.5% | 0.98% | +0.00 |
| TJX TJX Companies Inc. | Reduce -0.0% | 0.15% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.9% | 1.39% | +0.00 |
| MO Altria Group Inc. | Reduce -0.2% | 0.04% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 0.04% | +0.00 |
| ETN Eaton Corp. PLC | Reduce -1.9% | 0.07% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 0.07% | +0.01 |
| WMT Walmart Inc. | Reduce -0.1% | 0.14% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| FHI Federated Hermes Inc. | Add +2.4% | 17.06% | +1.43 |
| JPIE JPMorgan Income ETF | Add +14.9% | 2.40% | +0.26 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 4.93% | +0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.7% | 9.09% | +0.20 |
| MMIT Nylim Mackay Muni Intermedia | Add +6.3% | 6.86% | +0.20 |
| FTRB Fed Hermes TTL RTRN BND | Add +14.2% | 1.44% | +0.14 |
| MUB iShares National Muni Bond E | Add +5.8% | 4.22% | +0.11 |
| FBND Fidelity Total Bond ETF | Add +9.4% | 1.80% | +0.10 |
| FEGE First Eagle GL Equity ETF | Add +17.8% | 0.56% | +0.08 |
| SLDE Slide Insurance Holdings Inc. | New | 0.08% | +0.08 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.8% | 2.62% | +0.08 |
| SCHM Schwab US Mid Cap ETF | Add +2.6% | 1.57% | +0.05 |
| CVX Chevron Corp. | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +3.5% | 0.32% | +0.03 |
| COPX Global X Copper Miners ETF | New | 0.03% | +0.03 |
| IWN iShares Russell 2000 Value E | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | New | 0.02% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +8.3% | 0.24% | +0.01 |
| META Meta Platforms Inc. Class A | Add +35.9% | 0.11% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +3.0% | 0.15% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.04% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.3% | 0.32% | +0.01 |
| RTX RTX Corp. | Add +5.0% | 0.07% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +2.6% | 0.07% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.1% | 0.10% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +3.1% | 0.12% | +0.00 |
| PM Philip Morris International | Add +4.0% | 0.03% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 0.18% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +2.8% | 0.05% | +0.00 |
| IGC Igc Pharma Inc. | New | 0.00% | +0.00 |
| VOTE TCW Transform 500 ETF | Add +6.8% | 0.03% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +1.4% | 0.15% | −0.00 |
| UBER Uber Technologies Inc. | Add +14.6% | 0.06% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +1.5% | 0.10% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.11% | −0.00 |
| HD Home Depot Inc. | Add +0.1% | 0.04% | −0.00 |
| MMIN Nylim Mackay Muni Insured Et | Add +1.8% | 0.30% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.7% | 1.13% | −0.00 |
| JGRO JPMorgan Active Growth ETF | Add +7.4% | 0.20% | −0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Add +18.8% | 0.09% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 0.24% | −0.01 |
| NVDA Nvidia Corp. | Add +1.3% | 0.15% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 0.43% | −0.03 |
| AMZN Amazon.com Inc. | Add +1.2% | 0.23% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.27% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.30% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 0.81% | −0.05 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 1.51% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.4% | 7.79% | −0.14 |
| IWF iShares Russell 1000 Growth | Add +0.6% | 1.95% | −0.25 |
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 |