StockDriftsStockDriftsTop 50 Schneider Downs Wealth Management Advisors Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | 17.06% | 2.73M | $154.7M | +2.44%(+65.03K) | $47.82(+13.04%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 9.08% | 1.80M | $82.4M | +1.73%(+30.65K) | $33.00(+48.98%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 7.79% | 246.0K | $70.7M | +1.43%(+3.47K) | $47.20(+62.12%) | 2026-03-31 | |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 6.86% | 2.58M | $62.2M | +6.31%(+153.13K) | $24.55(-1.64%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.27% | 1.64M | $47.8M | +1.95%(+31.38K) | $14.99(+128.58%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.93% | 641.6K | $44.8M | +3.50%(+21.68K) | $56.24(+41.34%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.22% | 360.5K | $38.3M | +5.79%(+19.74K) | $109.43(-3.02%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.04% | 1.43M | $36.6M | +0.52%(+7.33K) | $14.75(+96.90%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 3.47% | 643.3K | $31.4M | -9.20%(-65.22K) | $49.43(-0.94%) | 2026-03-31 | |
| IJT | ISHARES TR | 2.62% | 164.0K | $23.7M | +2.82%(+4.50K) | $119.35(+32.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.02% | +26.03% |
| Top 20 Holdings Unweighted | +10.26% | +34.03% |
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