Schneider Downs Wealth Management Advisors
$1.1B 13F equity value
182 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Schneider Downs Wealth Management Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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