Schneider Downs Wealth Management Advisors, LP
Top Portfolio Positions
73 positions ·
$226,396,404 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FHI |
Federated Hermes, Inc.
Financial Services
|
2,727,878 | $154,697,961 | 68.33% | |
| AAPL |
Apple Inc.
Technology
|
33,719 | $8,557,545 | 3.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,343 | $7,376,806 | 3.26% | |
| MSFT |
Microsoft Corp
Technology
|
12,707 | $4,703,750 | 2.08% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
21,546 | $3,119,645 | 1.38% | |
| GLD |
Spdr Gold Trust
|
6,802 | $2,926,832 | 1.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,332 | $2,683,509 | 1.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,876 | $2,610,964 | 1.15% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
11,817 | $2,458,999 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,863 | $2,054,167 | 0.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,697,961 | 2,727,878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $138,654,755 | 2,662,853 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $137,991,667 | 2,657,263 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,537,666 | 79,821 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,649,078 | 89,504 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,266,600 | 79,460 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,342,907 | 90,914 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,274,704 | 69,182 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,527,605 | 69,978 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,557,005 | 75,517 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $107,453,252 | 3,172,520 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $112,755,384 | 3,145,199 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $179,310,076 | 4,467,117 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $163,551,786 | 4,504,318 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $107,150,519 | 3,235,221 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $104,421,153 | 3,284,717 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $111,438,495 | 3,271,829 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $121,769,947 | 3,240,286 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $109,152,972 | 3,358,553 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $116,658,097 | 3,440,227 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $156,319,774 | 4,994,242 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $147,994,716 | 5,122,697 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $126,735,005 | 5,891,911 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $148,601,867 | 6,270,121 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $121,341,146 | 6,369,614 | Shares | Sole | 2020-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||