StockDriftsStockDriftsTop 50 Schneider Downs Wealth Management Advisors, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | 18.43% | 3.55M | $196.1M | +30.20%(+823.70K) | $49.65(+27.51%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 8.63% | 1.82M | $91.8M | +1.00%(+17.99K) | $33.14(+57.49%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 7.6% | 1.00M | $80.9M | +2.06%(+20.30K) | $47.77(+76.52%) | 2026-06-30 | |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 6.09% | 2.66M | $64.8M | +3.12%(+80.41K) | $24.54(-1.74%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.34% | 1.68M | $56.9M | +2.40%(+39.40K) | $15.36(+131.85%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.08% | 652.7K | $54.1M | +1.73%(+11.07K) | $56.56(+46.08%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.97% | 1.43M | $42.2M | +0.47%(+6.68K) | $14.81(+106.06%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.87% | 382.5K | $41.2M | +6.11%(+22.04K) | $109.28(-3.24%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 3.07% | 669.2K | $32.7M | +4.02%(+25.87K) | $49.41(-0.98%) | 2026-06-30 | |
| IJT | ISHARES TR | 2.84% | 169.5K | $30.3M | +3.33%(+5.45K) | $120.63(+47.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.59% | +38.97% | +6.41% | +36.41% |
| Top 20 Holdings Unweighted | +12.76% | +43.37% | +6.67% | +38.08% |
Schneider Downs Wealth Management Advisors, LP reports $1.06B in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are FHI (18.4%), SPDW (8.6%) and VO (7.6%). The top 20 holdings account for 80.15% of reported assets. Its disclosed equity book has returned +38.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schneider Downs Wealth Management Advisors, LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665359). View Schneider Downs Wealth Management Advisors, LP’s 13F filings on SEC