EdgeMarket › What Schneider Downs Wealth Management Advisors, Lp reported owning
What Schneider Downs Wealth Management Advisors, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
906.8MPositions
156Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FHI FEDERATED HERMES, INC. | 154.7M | 17.1% | 2.7M | 63.70 | +20.8% |
| SPDW State Street SPDR Portfolio Developed World ex | 82.4M | 9.1% | 1.8M | 52.02 | +24.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 70.7M | 7.8% | 246.0K | 82.97 | +15.9% |
| MMIT NYLI MacKay Muni Intermediate ETF | 62.2M | 6.9% | 2.6M | 23.98 | +0.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 47.8M | 5.3% | 1.6M | 35.32 | +17.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 44.8M | 4.9% | 641.6K | 81.57 | +31.9% |
| MUB iShares National Muni Bond ETF | 38.3M | 4.2% | 360.5K | 105.34 | +1.2% |
| SCHX Schwab U.S. Large-Cap ETF | 36.6M | 4.0% | 1.4M | 30.21 | +19.6% |
| VNLA Janus Henderson Short Duration Income ETF | 31.4M | 3.5% | 643.3K | 48.96 | -0.4% |
| IJT iShares S&P SmallCap 600 Growth ETF | 23.7M | 2.6% | 164.0K | 173.90 | +27.0% |
| JPIE JPMorgan Income ETF | 21.8M | 2.4% | 473.0K | 45.85 | -1.1% |
| IWF iShares Russell 1000 Growth Fund | 17.7M | 1.9% | 41.4K | 122.39 | +11.2% |
| FBND Fidelity Total Bond ETF | 16.3M | 1.8% | 356.9K | 44.90 | -2.1% |
| SCHM Schwab U.S. Mid Cap ETF | 14.3M | 1.6% | 460.3K | 36.16 | +25.4% |
| VEA Vanguard FTSE Developed Markets ETF | 14.0M | 1.5% | 218.6K | 73.42 | +24.7% |
| VOO Vanguard S&P 500 ETF | 13.6M | 1.5% | 22.8K | 703.71 | +20.0% |
| FTRB Federated Hermes Total Return Bond ETF | 13.1M | 1.4% | 519.7K | 24.76 | -1.7% |
| IJR iShares Core S&P Small-Cap ETF | 12.6M | 1.4% | 101.3K | 147.31 | +29.0% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 10.3M | 1.1% | 34.0K | 358.65 | +26.5% |
| SCHV Schwab U.S. Large-Cap Value ETF | 8.9M | 1.0% | 290.9K | 34.94 | +22.7% |
| AAPL Apple Inc. | 8.6M | 0.9% | 33.7K | 309.35 | +36.9% |
| IWR iShares Russell Mid-Cap ETF | 7.5M | 0.8% | 77.6K | 113.44 | +20.4% |
| SPY SPDR S&P 500 ETF TRUST | 7.4M | 0.8% | 11.3K | 765.72 | +20.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 7.3M | 0.8% | 147.3K | 49.54 | +1.4% |
| EFA iShares MSCI EAFE ETF | 5.9M | 0.7% | 61.0K | 108.24 | +17.1% |
| JHML John Hancock Multifactor Large Cap ETF | 5.2M | 0.6% | 65.9K | 91.01 | +20.6% |
| FEGE First Eagle Global Equity ETF | 5.1M | 0.6% | 107.6K | 53.17 | +26.8% |
| MSFT MICROSOFT CORP | 4.7M | 0.5% | 12.7K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 3.9M | 0.4% | 5.9K | 769.31 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 3.2M | 0.3% | 34.9K | 100.85 | +16.8% |
| RJF RAYMOND JAMES FINANCIAL INC | 3.1M | 0.3% | 21.5K | 175.20 | +7.8% |
| SCHF Schwab International Equity ETF | 3.0M | 0.3% | 120.1K | 28.46 | +24.7% |
| GLD SPDR GOLD TRUST | 2.9M | 0.3% | 6.8K | 423.36 | +37.3% |
| IVW iShares S&P 500 Growth ETF | 2.9M | 0.3% | 25.6K | 138.83 | +22.2% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 2.9M | 0.3% | 13.2K | 249.18 | +22.7% |
| VONG Vanguard Russell 1000 Growth ETF | 2.9M | 0.3% | 26.1K | 125.99 | +11.3% |
| GOOGL Alphabet Inc. | 2.7M | 0.3% | 9.3K | 344.82 | +73.0% |
| MMIN NYLI MacKay Muni Insured ETF | 2.7M | 0.3% | 112.9K | 23.61 | +2.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.6M | 0.3% | 21.9K | 146.62 | +21.9% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 2.6M | 0.3% | 34.6K | 90.13 | +20.1% |
| JPM JPMORGAN CHASE & CO | 2.6M | 0.3% | 8.9K | 351.58 | +20.3% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 2.5M | 0.3% | 11.8K | 243.13 | +24.7% |
| GOOG Alphabet Inc. | 2.4M | 0.3% | 8.4K | 341.75 | +70.7% |
| IVE iShares S&P 500 Value ETF | 2.3M | 0.3% | 10.9K | 237.24 | +17.6% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.2M | 0.2% | 57.8K | 45.61 | +22.8% |
| SCHE Schwab Emerging Markets Equity ETF | 2.2M | 0.2% | 66.6K | 36.97 | +17.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.2M | 0.2% | 6.8K | 378.24 | +20.5% |
| unmapped CUSIP 084670108 | 2.2M | 0.2% | 3 | — | — |
| VB Vanguard Morningstar Small-Cap ETF | 2.1M | 0.2% | 8.1K | 304.76 | +24.4% |
| AMZN AMAZON COM INC | 2.1M | 0.2% | 9.9K | 258.63 | +15.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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