Schneider Downs Wealth Management Advisors, LP

CIK 0001665359 • 6 13F filings • May 13, 2025 – Aug 5, 2026

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Filer information

Filed by: Schneider Downs Wealth Management Advisors, LP, Chief Compliance Officer
Address: One Ppg Place, Suite 1700, Pittsburgh, PA, 15222
Phone: 412-697-5032
AUM: $887.1M

AUM over time

$1.06B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $887.1M152 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$380K	0.0%Prev: 0.0%	3,029 SH	Increased+1,001 SH
ABBVIE INC	COM	$574K	0.1%Prev: 0.0%	2,511 SH	Increased+1,206 SH
ALPHABET INC	CAP STK CL A	$2.9M	0.3%Prev: 0.2%	9,327 SH	Increased+867 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.3%Prev: 0.2%	8,315 SH	Increased+3,010 SH
ALTRIA GROUP INC	COM	$278K	0.0%Prev: 0.0%	4,814 SH	Decreased+8 SH
AMAZON COM INC	COM	$2.2M	0.3%Prev: 0.2%	9,743 SH	Increased+2,955 SH
AMERICAN EXPRESS CO	COM	$336K	0.0%	909 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$205K	0.0%Prev: 0.0%	1,568 SH	Decreased
AMGEN INC	COM	$491K	0.1%Prev: 0.1%	1,500 SH	Decreased-1,200 SH
APPLE INC	COM	$9.2M	1.0%Prev: 0.9%	33,936 SH	Increased+5,018 SH
ASML HOLDING N V	N Y REGISTRY SHS	$332K	0.0%	310 SH	New
BANK AMERICA CORP	COM	$221K	0.0%Prev: 0.0%	4,014 SH	Increased+124 SH
BANK NEW YORK MELLON CORP	COM	$400K	0.0%Prev: 0.0%	3,444 SH	Increased+132 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.3%Prev: 0.3%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$571K	0.1%Prev: 0.1%	1,135 SH	Decreased-24 SH
BROADCOM INC	COM	$900K	0.1%	2,601 SH	New
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$375K	0.0%Prev: 0.0%	7,149 SH	Decreased
BROOKFIELD CORP	CL A LTD VT SH	$2.2M	0.2%Prev: 0.3%	48,234 SH	Increased+16,077 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$523K	0.1%Prev: 0.1%	15,057 SH	Increased
CATERPILLAR INC	COM	$581K	0.1%	1,015 SH	New
CBIZ INC	COM	$1.2M	0.1%Prev: 0.1%	23,215 SH	Decreased
CHUBB LIMITED	COM	$256K	0.0%	822 SH	New
CISCO SYS INC	COM	$432K	0.0%Prev: 0.0%	5,612 SH	Increased+9 SH
COHERENT CORP	COM	$246K	0.0%	1,335 SH	New
COSTCO WHSL CORP NEW	COM	$1.0M	0.1%Prev: 0.1%	1,171 SH	Increased+399 SH
D-WAVE QUANTUM INC	COM	$327K	0.0%Prev: 0.0%	12,500 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.3M	0.3%Prev: 0.3%	57,831 SH	Increased
EATON CORP PLC	SHS	$578K	0.1%Prev: 0.1%	1,815 SH	Decreased
ELI LILLY & CO	COM	$223K	0.0%	207 SH	New
EXXON MOBIL CORP	COM	$234K	0.0%Prev: 0.2%	1,942 SH	Decreased-14,649 SH
FARMERS NATIONAL BANC CORP	COM	$494K	0.1%Prev: 0.1%	37,086 SH	Decreased
FEDERATED HERMES ETF TRUST	HERMES TOTAL RET	$11.6M	1.3%Prev: 1.3%	455,132 SH	Increased+34,182 SH
FEDERATED HERMES ETF TRUST	US STRATEGIC DIV	$436K	0.0%Prev: 0.1%	15,242 SH	Decreased
FEDERATED HERMES INC	CL B	$138.7M	15.6%Prev: 16.4%	2,662,853 SH	Increased+5,590 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$15.0M	1.7%Prev: 1.7%	326,178 SH	Increased+24,475 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$359K	0.0%Prev: 0.1%	4,712 SH	Decreased
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$206K	0.0%Prev: 0.0%	3,271 SH	Increased+1 SH
GOLD RESOURCE CORP	COM	$20K	0.0%Prev: 0.0%	23,820 SH	Decreased
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$850K	0.1%Prev: 0.1%	12,429 SH	Decreased+1,244 SH
HOME DEPOT INC	COM	$374K	0.0%Prev: 0.1%	1,088 SH	Decreased-100 SH
HONEYWELL INTL INC	COM	$219K	0.0%	1,125 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$303K	0.0%Prev: 0.0%	10,234 SH	Increased
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$517K	0.1%Prev: 0.1%	15,436 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$432K	0.0%Prev: 0.1%	1,458 SH	Decreased-100 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$445K	0.1%Prev: 0.1%	9,385 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.1%Prev: 0.1%	1,628 SH	Increased+77 SH
ISHARES INC	CORE MSCI EMKT	$41.7M	4.7%Prev: 4.7%	619,917 SH	Increased+21,638 SH
ISHARES INC	ESG AWR MSCI EM	$602K	0.1%Prev: 0.1%	13,621 SH	Increased
ISHARES SILVER TR	ISHARES	$421K	0.0%Prev: 0.0%	6,537 SH	Increased
ISHARES TR	CORE MSCI EAFE	$3.1M	0.4%Prev: 0.3%	34,929 SH	Increased+4,452 SH
ISHARES TR	CORE S&P MCP ETF	$1.6M	0.2%Prev: 0.2%	23,907 SH	Increased+1,470 SH
ISHARES TR	CORE S&P SCP ETF	$12.3M	1.4%Prev: 1.4%	102,218 SH	Increased+1,467 SH
ISHARES TR	CORE S&P500 ETF	$4.0M	0.5%Prev: 0.4%	5,880 SH	Increased+509 SH
ISHARES TR	EAFE GRWTH ETF	$680K	0.1%Prev: 0.1%	5,970 SH	Increased+86 SH
ISHARES TR	ESG AW MSCI EAFE	$1.3M	0.2%Prev: 0.2%	14,047 SH	Increased
ISHARES TR	ESG AWRE 1 5 YR	$1.1M	0.1%Prev: 0.1%	42,652 SH	Decreased-1,187 SH
ISHARES TR	ESG AWRE USD ETF	$883K	0.1%Prev: 0.1%	37,753 SH	Decreased-1,158 SH
ISHARES TR	ESG MSCI KLD 400	$2.8M	0.3%Prev: 0.3%	21,863 SH	Increased
ISHARES TR	GL CLEAN ENE ETF	$169K	0.0%Prev: 0.0%	10,286 SH	Increased
ISHARES TR	MRGSTR MD CP ETF	$294K	0.0%Prev: 0.0%	3,553 SH	Decreased-500 SH
ISHARES TR	MSCI EAFE ETF	$5.9M	0.7%Prev: 0.7%	61,180 SH	Increased+462 SH
ISHARES TR	MSCI EMG MKT ETF	$222K	0.0%Prev: 0.0%	4,051 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$36.5M	4.1%Prev: 4.0%	340,737 SH	Increased+27,195 SH
ISHARES TR	RUS 1000 GRW ETF	$19.5M	2.2%Prev: 2.3%	41,184 SH	Increased-149 SH
ISHARES TR	RUS 1000 VAL ETF	$217K	0.0%Prev: 0.0%	1,032 SH	Increased-22 SH
ISHARES TR	RUS 2000 GRW ETF	$211K	0.0%Prev: 0.0%	654 SH	Increased
ISHARES TR	RUS MID CAP ETF	$7.6M	0.9%Prev: 0.9%	78,722 SH	Increased+3,580 SH
ISHARES TR	RUSSELL 2000 ETF	$897K	0.1%Prev: 0.1%	3,642 SH	Increased+549 SH
ISHARES TR	S&P 100 ETF	$415K	0.0%Prev: 0.0%	1,211 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$3.2M	0.4%Prev: 0.4%	25,616 SH	Increased-364 SH
ISHARES TR	S&P 500 VAL ETF	$2.3M	0.3%Prev: 0.3%	10,893 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$1.0M	0.1%Prev: 0.1%	10,589 SH	Increased+125 SH
ISHARES TR	S&P MC 400VL ETF	$1.0M	0.1%Prev: 0.1%	7,815 SH	Increased+72 SH
ISHARES TR	S&P SML 600 GWT	$22.5M	2.5%Prev: 2.6%	159,516 SH	Increased+1,933 SH
ISHARES TR	SP SMCP600VL ETF	$891K	0.1%Prev: 0.1%	7,833 SH	Decreased-1,019 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.8M	0.2%Prev: 0.2%	19,885 SH	Decreased+20 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$19.1M	2.1%Prev: 2.0%	411,612 SH	Increased+46,361 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$34.8M	3.9%Prev: 3.1%	708,561 SH	Increased+175,667 SH
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$5.3M	0.6%Prev: 0.6%	65,963 SH	Increased+1,857 SH
JOHNSON & JOHNSON	COM	$712K	0.1%Prev: 0.1%	3,440 SH	Increased+754 SH
JPMORGAN CHASE & CO.	COM	$2.9M	0.3%Prev: 0.3%	8,991 SH	Increased+1,995 SH
LINDE PLC	SHS	$266K	0.0%	623 SH	New
LULULEMON ATHLETICA INC	COM	$211K	0.0%	1,016 SH	New
MANULIFE FINL CORP	COM	$575K	0.1%Prev: 0.1%	15,840 SH	Increased
MASTERCARD INCORPORATED	CL A	$218K	0.0%Prev: 0.0%	382 SH	Increased+2 SH
MCDONALDS CORP	COM	$529K	0.1%Prev: 0.1%	1,731 SH	Increased+1 SH
MERCK & CO INC	COM	$320K	0.0%Prev: 0.0%	3,037 SH	Increased+76 SH
META PLATFORMS INC	CL A	$855K	0.1%Prev: 0.1%	1,295 SH	Decreased+44 SH
MICROSOFT CORP	COM	$6.4M	0.7%Prev: 0.7%	13,314 SH	Increased+2,560 SH
NETFLIX INC	COM	$560K	0.1%Prev: 0.1%	5,977 SH	Decreased+5,381 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$59.0M	6.7%Prev: 6.5%	2,426,389 SH	Increased+184,223 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$2.7M	0.3%Prev: 0.3%	110,927 SH	Increased
NEXTERA ENERGY INC	COM	$549K	0.1%Prev: 0.1%	6,839 SH	Increased+14 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$455K	0.1%Prev: 0.1%	10,198 SH	Increased
NVIDIA CORPORATION	COM	$1.4M	0.2%Prev: 0.2%	7,628 SH	Decreased-7 SH
NVR INC	COM	$241K	0.0%Prev: 0.0%	33 SH	Decreased
ORACLE CORP	COM	$720K	0.1%Prev: 0.1%	3,692 SH	Decreased+6 SH
PACCAR INC	COM	$330K	0.0%Prev: 0.0%	3,016 SH	Increased
PEPSICO INC	COM	$388K	0.0%Prev: 0.0%	2,701 SH	Increased+334 SH
PHILIP MORRIS INTL INC	COM	$253K	0.0%Prev: 0.0%	1,578 SH	Decreased-116 SH
PNC FINL SVCS GROUP INC	COM	$2.5M	0.3%Prev: 0.3%	11,819 SH	Increased-46 SH
PORCH GROUP INC	COM	$2.5M	0.3%Prev: 0.5%	274,816 SH	Decreased
PROCTER AND GAMBLE CO	COM	$259K	0.0%Prev: 0.0%	1,804 SH	Decreased+2 SH
RAYMOND JAMES FINL INC	COM	$3.5M	0.4%Prev: 0.4%	21,588 SH	Decreased
RBB FUND TRUST	FIRST EAGLE GBL	$4.2M	0.5%Prev: 0.4%	91,276 SH	Increased+17,327 SH
REMITLY GLOBAL INC	COM	$867K	0.1%Prev: 0.1%	62,848 SH	Decreased
ROCKET LAB CORP	COM	$769K	0.1%Prev: 0.1%	11,021 SH	Increased+21 SH
RTX CORPORATION	COM	$576K	0.1%Prev: 0.0%	3,143 SH	Increased+670 SH
S&P GLOBAL INC	COM	$285K	0.0%Prev: 0.0%	546 SH	Increased
SCHWAB CHARLES CORP	COM	$230K	0.0%	2,298 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	0.2%Prev: 0.2%	61,510 SH	Decreased-255 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.9M	0.3%Prev: 0.3%	120,607 SH	Increased-1,352 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$589K	0.1%Prev: 0.1%	25,182 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$52.5M	5.9%Prev: 6.1%	1,609,284 SH	Increased+5,408 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.7M	1.0%Prev: 1.0%	292,319 SH	Increased-1,102 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$38.2M	4.3%Prev: 4.4%	1,420,448 SH	Increased+13,031 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$13.5M	1.5%Prev: 1.6%	448,477 SH	Increased+7,297 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.3M	0.2%Prev: 0.2%	47,264 SH	Increased+17 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$662K	0.1%	14,814 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$496K	0.1%	3,444 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$276K	0.0%	6,470 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$682K	0.1%Prev: 0.1%	1,419 SH	Increased-43 SH
SPDR GOLD TR	GOLD SHS	$2.6M	0.3%Prev: 0.3%	6,571 SH	Increased
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$78.8M	8.9%Prev: 8.8%	1,774,091 SH	Increased+48,826 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.7M	0.9%Prev: 0.9%	11,250 SH	Increased-191 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.3M	0.5%	50,726 SH	New
TCW ETF TRUST	TRANSFRM 500 ETF	$239K	0.0%Prev: 0.0%	2,974 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$312K	0.0%	538 SH	New
TJX COS INC NEW	COM	$1.3M	0.2%Prev: 0.1%	8,763 SH	Increased+1,702 SH
TRIMAS CORP	COM NEW	$655K	0.1%Prev: 0.1%	18,474 SH	Decreased
UBER TECHNOLOGIES INC	COM	$559K	0.1%Prev: 0.1%	6,843 SH	Decreased+3 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.2M	0.1%Prev: 0.1%	14,249 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$258K	0.0%Prev: 0.0%	821 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$308K	0.0%Prev: 0.0%	1,105 SH	Decreased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$239K	0.0%Prev: 0.0%	1,347 SH	Increased+32 SH
VANGUARD INDEX FDS	MID CAP ETF	$70.4M	7.9%Prev: 8.3%	242,562 SH	Increased+4,384 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.0M	0.1%Prev: 0.1%	11,596 SH	Decreased+28 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.2M	1.6%Prev: 1.5%	22,702 SH	Increased+1,941 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.7M	0.3%Prev: 0.3%	12,952 SH	Increased+120 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	0.2%Prev: 0.2%	8,147 SH	Increased+176 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$10.1M	1.1%Prev: 1.2%	33,393 SH	Increased+372 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	0.3%Prev: 0.3%	6,653 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$305K	0.0%Prev: 0.0%	2,165 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.6M	0.9%Prev: 0.9%	150,205 SH	Decreased-1,783 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$3.2M	0.4%Prev: 0.4%	26,116 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$977K	0.1%Prev: 0.1%	10,589 SH	Increased-231 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$453K	0.1%Prev: 0.1%	2,061 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$13.7M	1.5%Prev: 1.6%	219,427 SH	Increased+257 SH
VANGUARD WORLD FD	INF TECH ETF	$436K	0.0%Prev: 0.1%	579 SH	Increased-4 SH
VISA INC	COM CL A	$1.1M	0.1%Prev: 0.1%	3,176 SH	Increased+4 SH
WALMART INC	COM	$1.1M	0.1%Prev: 0.1%	10,012 SH	Increased+2,488 SH
WELLTOWER INC	COM	$276K	0.0%Prev: 0.0%	1,487 SH	Increased

Sold (vs prior filing)

ISHARES TR — $312K
ISHARES TR — $227K
PARK-OHIO HLDGS CORP — $460K
SELECT SECTOR SPDR TR — $662K
SELECT SECTOR SPDR TR — $282K
SELECT SECTOR SPDR TR — $507K
SPDR SERIES TRUST — $2.7M
SPDR SERIES TRUST — $727K
SPDR SERIES TRUST — $283K
SPDR SERIES TRUST — $207K
SPDR SERIES TRUST — $312K
THE BALDWIN INSURANCE GRP IN — $231K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000685	$887.1M	View
Nov 17, 2025	Q3 2025	13F-HR	0001172661-25-005200	$842.7M	View
Aug 5, 2026