Schneider Downs Wealth Management Advisors
$1.1B 13F equity value
182 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | 3,551,578 | $196M | 18.4% |
| SPDW | SPDR INDEX SHS FDS | 1,822,730 | $92M | 8.6% |
| VO | VANGUARD INDEX FDS | 1,004,416 | $81M | 7.6% |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 2,659,925 | $65M | 6.1% |
| SCHG | SCHWAB STRATEGIC TR | 1,680,065 | $57M | 5.3% |
| IEMG | ISHARES INC | 652,670 | $54M | 5.1% |
| SCHX | SCHWAB STRATEGIC TR | 1,434,461 | $42M | 4.0% |
| MUB | ISHARES TR | 382,510 | $41M | 3.9% |
| VNLA | JANUS DETROIT STR TR | 669,210 | $33M | 3.1% |
| IJT | ISHARES TR | 169,475 | $30M | 2.8% |
Track Schneider Downs Wealth Management Advisors's 13F portfolio: $1.1B in reported holdings, 182 positions. Top holdings and quarterly changes on SentiSense.
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