Schneider Downs Wealth Management Advisors, LP

Registered adviser

CIK

1665359

Location

Pittsburgh, PA

Portfolio Value

Small $856,828,396

Diversification

Diversified

Filing Date

Global Rank

#2,664 / 8,811 ▲ 167

Top Industry

Asset Management 71.2%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 128591

Roster of Oct 1, 2026

Regulatory AUM

$3,305,788,046

Main clients

Individuals and high net worth (57% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$3,305,788,046	Individuals and high net worth (57%)
Apr 2025 to Mar 2026	$2,912,305,317	Individuals and high net worth (57%)
Apr 2024 to Mar 2025	$2,614,783,099	Individuals and high net worth (58%)
May 2023 to Mar 2024	$2,175,010,746	Individuals and high net worth (59%)
Apr 2023	$2,175,010,746	Individuals and high net worth (59%)
Apr 2022 to Mar 2023	$2,471,843,351	Individuals and high net worth (57%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 83.6% of the book (60%+)

Turnover

Low turnover

6.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.1 quarters (12+), a floor since 81.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 86.4%; sector active share 71.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

177 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.9%

−1.7 pts

Top 5

71.0%

−0.2 pts

Top 10

83.6%

+0.2 pts

HHI

1,181

Diversified−100

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.9%	$573,253,479	97
Financial Services	25.6%	$219,131,914	17
Technology	3.5%	$30,006,625	17
Communication Services	1.0%	$8,224,915	5
Industrials	0.8%	$7,228,773	9
Consumer Cyclical	0.7%	$6,400,403	8
Consumer Defensive	0.5%	$3,913,020	7
Healthcare	0.4%	$3,790,557	7
Energy	0.3%	$2,541,681	2
Utilities	0.2%	$1,355,390	3
Real Estate	0.1%	$556,046	2
Basic Materials	0.0%	$425,593	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FHI	Federated Hermes, Inc.	+823,700	3,551,578	$196,118,137
VO	VANGUARD MID-CAP INDEX FUND	+758,386	1,004,416	$80,925,797
IWF	iShares Russell 1000 Growth ETF	+125,128	166,537	$0
MMIT	NYLIM ETF Trust	+80,408	2,659,925	$64,769,173
JPIE	JPMorgan Income ETF	+60,118	533,150	$24,551,557
FTRB	Federated Hermes Total Return Bond ETF	+58,759	578,474	$14,516,805
SCHG	Schwab U.S. Large-Cap Growth ETF	+39,403	1,680,065	$56,853,399
VNLA	Janus Henderson Short Duration Income ETF	+25,866	669,210	$32,700,946
MUB	iShares National Muni Bond ETF	+22,035	382,510	$0
FBND	Fidelity Total Bond ETF	+20,068	376,993	$17,149,411
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+17,989	1,822,730	$91,847,364
XOM	ExxonMobil Holdings Corp	+14,973	16,927	$2,314,259
MSFT	Microsoft Corp	+12,731	25,438	$9,488,882
FEGE	First Eagle Global Equity ETF	+12,471	120,030	$5,871,867
IEMG	iShares Trust	+11,068	652,670	$0
SCHX	Schwab U.S. Large-Cap ETF	+6,684	1,434,461	$42,216,187
VEA	Vanguard FTSE Developed Markets ETF	+6,376	224,996	$16,030,965
IJT	iShares S&P Small-Cap 600 Growth ETF	+5,454	169,475	$0
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+4,577	17,820	$4,330,081
IEFA	iShares Core MSCI EAFE ETF	+4,217	39,146	$0
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+3,614	4,158	$496,964
AAPL	Apple Inc.	+3,072	36,791	$10,645,843
ETN	Eaton Corp plc	+3,003	4,783	$2,038,131
JGRO	JPMorgan Active Growth ETF	+1,605	22,959	$2,263,527
ESGD	iShares ESG Aware MSCI EAFE ETF	+1,569	15,808	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IJUL		−9,123	6,313	$227,078
SCHM	Schwab U.S. Mid-Cap ETF	−8,475	451,823	$16,658,714
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−6,198	141,089	$7,136,281
SCHE	Schwab Emerging Markets Equity ETF	−5,777	60,826	$2,205,550
SCHV	Schwab U.S. Large-Cap Value ETF	−5,478	285,387	$9,934,321
IJR	iShares Core S&P Small-Cap ETF	−3,967	97,291	$0
IWR	iShares Russell Mid-Cap ETF	−3,244	74,389	$0
JHML	John Hancock Multifactor Large Cap ETF	−1,232	64,641	$5,764,684
UBER	Uber Technologies, Inc	−1,165	6,675	$481,668
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	−1,058	25,058	$3,202,662
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−838	33,134	$12,117,103
VOO	VANGUARD 500 INDEX FUND	−724	22,119	$15,191,550
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−536	14,278	$758,304
SCHF	Schwab International Equity ETF	−501	119,578	$3,312,310
ICLN	iShares Global Clean Energy ETF	−424	9,862	$0
CSCO	Cisco Systems, Inc.	−380	5,223	$613,493
GBTC	Grayscale Bitcoin Trust ETF	−341	14,429	$656,808
IVW	iShares S&P 500 Growth ETF	−329	25,287	$0
RTX	RTX Corp	−247	3,054	$579,435
SCHA	Schwab U.S. Small-Cap ETF	−234	46,750	$1,689,077
SPY	Spdr S&P 500 ETF Trust	−148	11,195	$8,360,090
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−146	3,298	$628,334
V	Visa Inc.	−141	3,031	$1,039,905
WMT	Walmart Inc.	−104	9,902	$1,121,500
DIA	Spdr Dow Jones Industrial Average ETF Trust	−85	1,334	$696,868
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	1,463	$849,871
PKOH	Park Ohio Holdings Corp	21,500	$826,675
LRCX	Lam Research Corp	1,244	$539,062
MU	Micron Technology Inc	452	$521,739
TSLA	Tesla, Inc.	1,128	$474,436
SCHD	Schwab U.S. Dividend Equity ETF	13,940	$442,037
AVUV	Avantis U.S. Small Cap Value ETF	2,194	$273,723
FLEX	Flex Ltd.	1,641	$265,956
LLY	ELI LILLY & Co	215	$257,877
VXUS	Vanguard Total International Stock ETF	2,954	$252,537
FV	First Trust Dorsey Wright Focus 5 ETF	3,272	$248,279
SIRI	Sirius Xm Holdings Inc.	7,871	$232,509
BAC	Bank Of America Corp /De/	3,982	$226,894
LOAN	Manhattan Bridge Capital, Inc	48,350	$218,542
RSP	Victory Portfolios II	997	$212,131
EWD	iShares MSCI Sweden ETF	4,197	$209,766
AMAT	Applied Materials Inc /De	286	$206,778
UNP	Union Pacific Corp	760	$206,720
PH	Parker-Hannifin Corp	209	$204,427
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	1,859	$200,437
PTON	Peloton Interactive, Inc.	12,310	$72,752
TMQ	Trilogy Metals Inc.	20,600	$72,306
ISCB	iShares Trust	3,040	$0
IWS	iShares Russell Mid-Cap Value ETF	1,278	$0
AGG	iShares Core U.S. Aggregate Bond ETF	2,691	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EJUL		10,234	$305,853
HON	Honeywell International Inc	1,125	$254,283
SPGI	S&P Global Inc.	544	$231,384
IGC	IGC Pharma, Inc.	10,000	$2,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

177 tracked positions · $856,828,396 total · filing declares 177 positions · $1,064,312,574 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 177 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
FHI	Federated Hermes, Inc. Financial Services	Added	3,551,578	+823,700	$196,118,137	+26.8%	26+	before history	22.89%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	1,822,730	+17,989	$91,847,364	+11.5%	26+	before history	10.72%
VO	VANGUARD MID-CAP INDEX FUND	Added	1,004,416	+758,386	$80,925,797	—	26+	before history	9.44%
MMIT	NYLIM ETF Trust	Added	2,659,925	+80,408	$64,769,173	+4.2%	26+	before history	7.56%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	1,680,065	+39,403	$56,853,399	+19.0%	26+	before history	6.64%
SCHX	Schwab U.S. Large-Cap ETF	Added	1,434,461	+6,684	$42,216,187	+15.3%	26+	before history	4.93%
VNLA	Janus Henderson Short Duration Income ETF	Added	669,210	+25,866	$32,700,946	+4.0%	26+	before history	3.82%
JPIE	JPMorgan Income ETF	Added	533,150	+60,118	$24,551,557	+12.7%	13	$45.85	2.87%
FBND	Fidelity Total Bond ETF	Added	376,993	+20,068	$17,149,411	+5.3%	9	$45.39	2.00%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	451,823	-8,475	$16,658,714	+16.9%	26+	before history	1.94%
VEA	Vanguard FTSE Developed Markets ETF	Added	224,996	+6,376	$16,030,965	+14.4%	26+	before history	1.87%
VOO	VANGUARD 500 INDEX FUND	Reduced	22,119	-724	$15,191,550	—	26+	before history	1.77%
FTRB	Federated Hermes Total Return Bond ETF	Added	578,474	+58,759	$14,516,805	+11.1%	10	$25.04	1.69%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	33,134	-838	$12,117,103	—	10	unpriced	1.41%
AAPL	Apple Inc. Technology	Added	36,791	+3,072	$10,645,843	+24.4%	26+	before history	1.24%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	285,387	-5,478	$9,934,321	+12.0%	26+	before history	1.16%
MSFT	Microsoft Corp Technology	Added	25,438	+12,731	$9,488,882	+101.7%	26+	before history	1.11%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,195	-148	$8,360,090	+13.3%	26+	before history	0.98%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	141,089	-6,198	$7,136,281	−2.9%	15	$49.54	0.83%
FEGE	First Eagle Global Equity ETF	Added	120,030	+12,471	$5,871,867	+16.2%	4	$44.05	0.69%
JHML	John Hancock Multifactor Large Cap ETF	Reduced	64,641	-1,232	$5,764,684	+11.8%	26+	before history	0.67%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	17,820	+4,577	$4,330,081	—	11	unpriced	0.51%
PRCH	Porch Group, Inc. Financial Services	Held	274,216	0	$4,124,208	+109.8%	15	$1.77	0.48%
GOOGL	Alphabet Inc. Communication Services	Added	10,102	+770	$3,610,151	+34.5%	26+	before history	0.42%
RJF	Raymond James Financial Inc Financial Services	Added	21,840	+294	$3,320,335	+6.4%	17	$113.50	0.39%
SCHF	Schwab International Equity ETF	Reduced	119,578	-501	$3,312,310	+11.5%	26+	before history	0.39%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	25,058	-1,058	$3,202,662	+11.8%	15	$85.36	0.37%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Held	34,566	0	$3,037,660	+14.8%	26+	before history	0.35%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	12,192	+375	$3,001,914	+22.1%	26+	before history	0.35%
GOOG	Alphabet Inc. Communication Services	Reduced	8,344	-36	$2,948,185	+22.6%	10	$203.25	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,889	+13	$2,909,636	+11.4%	11	$212.38	0.34%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	7,634	+844	$2,824,885	—	26+	before history	0.33%
GLD	Spdr Gold Trust	Added	7,528	+726	$2,773,164	−5.3%	26+	before history	0.32%
MMIN	NYLIM ETF Trust	Added	113,938	+1,048	$2,758,438	+3.1%	15	$23.77	0.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,849	+986	$2,585,750	+25.9%	26+	before history	0.30%
DFAC	Dimensional U.S. Core Equity 2 ETF	Held	57,831	0	$2,565,383	+14.2%	5	$33.36	0.30%
VB	Vanguard Index Funds	Added	8,369	+284	$2,536,811	+19.8%	26+	before history	0.30%
XOM	ExxonMobil Holdings Corp Energy	Added	16,927	+14,973	$2,314,259	+598.1%	21	$143.36	0.27%
JGRO	JPMorgan Active Growth ETF	Added	22,959	+1,605	$2,263,527	+25.4%	10	$77.29	0.26%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	3	0	$2,246,550	+4.3%	6	$729,330.80	0.26%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	60,826	-5,777	$2,205,550	+0.5%	26+	before history	0.26%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	48,234	0	$2,054,286	+5.2%	15	unpriced	0.24%
ETN	Eaton Corp plc Industrials	Added	4,783	+3,003	$2,038,131	+220.1%	26+	before history	0.24%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	46,750	-234	$1,689,077	+23.6%	26+	before history	0.20%
NVDA	Nvidia Corp Technology	Added	8,335	+608	$1,667,750	+23.8%	11	$101.40	0.19%
RELY	Remitly Global, Inc. Technology	Held	62,848	0	$1,408,423	+43.0%	15	$10.37	0.16%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	9,099	+338	$1,378,498	−1.5%	8	$129.61	0.16%
QQQ	Invesco Qqq Trust, Series 1	Added	1,636	+15	$1,204,750	+28.8%	25	$387.79	0.14%
RKLB	Rocket Lab Corp Industrials	Added	11,610	+589	$1,180,156	+66.7%	5	$28.35	0.14%
GDX	VanEck Gold Miners ETF	Added	15,320	+650	$1,155,894	−14.1%	15	unpriced	0.13%

Showing the top 50 of 177 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.