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: $906.8M152 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$311K	0.0%	3,028 SH	New
ABBVIE INC	COM	$545K	0.1%Prev: 0.1%	2,505 SH	Increased+1,079 SH
ALPHABET INC	CAP STK CL A	$2.7M	0.3%Prev: 0.2%	9,332 SH	Increased+810 SH
ALPHABET INC	CAP STK CL C	$2.4M	0.3%Prev: 0.2%	8,380 SH	Increased+2,990 SH
ALTRIA GROUP INC	COM	$317K	0.0%	4,806 SH	New
AMAZON COM INC	COM	$2.1M	0.2%Prev: 0.2%	9,863 SH	Increased+3,551 SH
AMERICAN EXPRESS CO	COM	$257K	0.0%	850 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$213K	0.0%	1,568 SH	New
AMGEN INC	COM	$528K	0.1%Prev: 0.2%	1,500 SH	Decreased-1,236 SH
APPLE INC	COM	$8.6M	0.9%Prev: 1.2%	33,719 SH	Increased+4,751 SH
ASML HLDG NV	N Y REGISTRY SHS	$409K	0.0%	310 SH	New
BANK NEW YORK MELLON CORP	COM	$407K	0.0%Prev: 0.1%	3,435 SH	Increased+56 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	0.2%Prev: 0.4%	3 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$544K	0.1%Prev: 0.1%	1,135 SH	Decreased-6 SH
BROADCOM INC	COM	$651K	0.1%	2,104 SH	New
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$318K	0.0%Prev: 0.1%	7,149 SH	Decreased
BROOKFIELD CORP	CL A LTD VT SH	$2.0M	0.2%Prev: 0.3%	48,234 SH	Increased+16,127 SH
BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$544K	0.1%	15,057 SH	New
CATERPILLAR INC	COM	$719K	0.1%	1,015 SH	New
CBIZ INC	COM	$623K	0.1%Prev: 0.3%	23,215 SH	Decreased-428 SH
CHEVRON CORPORATION	COM	$274K	0.0%	1,326 SH	New
CHUBB LTD SWITZ	COM	$268K	0.0%	822 SH	New
CISCO SYS INC	COM	$435K	0.0%Prev: 0.1%	5,603 SH	Increased-82 SH
COCA COLA CO	COM	$201K	0.0%	2,646 SH	New
COHERENT CORP	COM	$222K	0.0%	930 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.2M	0.1%	1,171 SH	New
D-WAVE QUANTUM INC	COM	$180K	0.0%Prev: 0.0%	12,500 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.2M	0.2%	57,831 SH	New
EATON CORP PLC	SHS	$637K	0.1%Prev: 0.3%	1,780 SH	Decreased-3,789 SH
EXXON MOBIL CORP	COM	$332K	0.0%Prev: 0.3%	1,954 SH	Decreased-14,119 SH
FEDERATED HERMES ETF TRUST	HERMES TOTAL RET	$13.1M	1.4%Prev: 2.1%	519,715 SH	Increased+60,868 SH
FEDERATED HERMES ETF TRUST	US STRATEGIC DIV	$469K	0.1%Prev: 0.1%	15,242 SH	Increased
FEDERATED HERMES INC	CL B	$154.7M	17.1%Prev: 0.7%	2,727,878 SH	Increased+2,638,374 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$16.3M	1.8%Prev: 1.6%	356,925 SH	Increased+159,799 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$278K	0.0%	4,712 SH	New
GLOBAL X FDS	GLOBAL X COPPER	$252K	0.0%	3,301 SH	New
GOLD RESOURCE CORP	COM	$29K	0.0%Prev: 0.0%	23,820 SH	Increased
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$779K	0.1%Prev: 0.1%	14,770 SH	Increased+3,585 SH
HOME DEPOT INC	COM	$358K	0.0%Prev: 0.1%	1,089 SH	Increased+255 SH
HONEYWELL INTL INC	COM	$254K	0.0%	1,125 SH	New
IGC PHARMA INC	COM NEW	$3K	0.0%	10,000 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$306K	0.0%	10,234 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$521K	0.1%	15,436 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$353K	0.0%Prev: 0.1%	1,458 SH	Decreased-156 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$440K	0.0%Prev: 0.2%	9,385 SH	Decreased-9,728 SH
INVESCO QQQ TR	UNIT SER 1	$936K	0.1%Prev: 0.1%	1,621 SH	Increased+209 SH
ISHARES INC	CORE MSCI EMKT	$44.8M	4.9%Prev: 2.2%	641,602 SH	Increased+421,281 SH
ISHARES INC	ESG AWR MSCI EM	$636K	0.1%Prev: 0.1%	13,982 SH	Increased-3,725 SH
ISHARES SILVER TR	ISHARES	$445K	0.0%	6,537 SH	New
ISHARES TR	CORE MSCI EAFE	$3.2M	0.3%Prev: 0.3%	34,929 SH	Increased+15,836 SH
ISHARES TR	CORE S&P MCP ETF	$1.6M	0.2%Prev: 0.3%	24,030 SH	Increased-2,149 SH
ISHARES TR	CORE S&P SCP ETF	$12.6M	1.4%Prev: 1.9%	101,258 SH	Increased+1,852 SH
ISHARES TR	CORE S&P500 ETF	$3.9M	0.4%Prev: 0.6%	5,936 SH	Increased+271 SH
ISHARES TR	EAFE GRWTH ETF	$609K	0.1%Prev: 0.1%	5,471 SH	Increased-413 SH
ISHARES TR	ESG AW MSCI EAFE	$1.4M	0.2%Prev: 0.2%	14,239 SH	Increased+2,010 SH
ISHARES TR	ESG AWRE 1 5 YR	$1.0M	0.1%Prev: 0.2%	41,042 SH	Decreased-1,652 SH
ISHARES TR	ESG AWRE USD ETF	$886K	0.1%Prev: 0.1%	38,307 SH	Increased+8,425 SH
ISHARES TR	ESG MSCI KLD 400	$2.6M	0.3%	21,863 SH	New
ISHARES TR	GL CLEAN ENE ETF	$188K	0.0%	10,286 SH	New
ISHARES TR	MRGSTR MD CP ETF	$296K	0.0%	3,553 SH	New
ISHARES TR	MSCI EAFE ETF	$5.9M	0.7%Prev: 1.3%	61,020 SH	Decreased-24,163 SH
ISHARES TR	MSCI EMG MKT ETF	$230K	0.0%	4,051 SH	New
ISHARES TR	NATIONAL MUN ETF	$38.3M	4.2%Prev: 5.7%	360,475 SH	Increased+63,897 SH
ISHARES TR	RUS 1000 GRW ETF	$17.7M	1.9%Prev: 2.8%	41,409 SH	Increased-1,266 SH
ISHARES TR	RUS 1000 VAL ETF	$221K	0.0%	1,032 SH	New
ISHARES TR	RUS 2000 GRW ETF	$205K	0.0%Prev: 0.1%	654 SH	Decreased-1,383 SH
ISHARES TR	RUS 2000 VAL ETF	$207K	0.0%	1,092 SH	New
ISHARES TR	RUS MID CAP ETF	$7.5M	0.8%Prev: 1.2%	77,633 SH	Increased+2,251 SH
ISHARES TR	RUSSELL 2000 ETF	$903K	0.1%Prev: 0.1%	3,642 SH	Increased+549 SH
ISHARES TR	S&P 100 ETF	$385K	0.0%Prev: 0.1%	1,211 SH	Increased-187 SH
ISHARES TR	S&P 500 GRWT ETF	$2.9M	0.3%Prev: 0.3%	25,616 SH	Increased+6,146 SH
ISHARES TR	S&P 500 VAL ETF	$2.3M	0.3%Prev: 0.2%	10,893 SH	Increased+4,806 SH
ISHARES TR	S&P MC 400GR ETF	$1.1M	0.1%Prev: 0.1%	10,589 SH	Increased+5,157 SH
ISHARES TR	S&P MC 400VL ETF	$1.1M	0.1%Prev: 0.1%	8,058 SH	Increased+4,230 SH
ISHARES TR	S&P SML 600 GWT	$23.7M	2.6%Prev: 4.2%	164,021 SH	Increased-22,944 SH
ISHARES TR	SP SMCP600VL ETF	$929K	0.1%Prev: 0.1%	7,840 SH	Increased+3,106 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.8M	0.2%Prev: 0.3%	21,354 SH	Increased+284 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$21.8M	2.4%Prev: 2.0%	473,032 SH	Increased+235,675 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$31.4M	3.5%Prev: 4.6%	643,344 SH	Increased+128,481 SH
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$5.2M	0.6%Prev: 0.8%	65,873 SH	Increased+3,861 SH
JOHNSON & JOHNSON	COM	$840K	0.1%Prev: 0.1%	3,436 SH	Increased+809 SH
JPMORGAN CHASE & CO	COM	$2.6M	0.3%	8,876 SH	New
LINDE PLC	SHS	$309K	0.0%	623 SH	New
MANULIFE FINL CORP	COM	$546K	0.1%Prev: 0.1%	15,840 SH	Increased-70 SH
MCDONALDS CORP	COM	$538K	0.1%Prev: 0.1%	1,730 SH	Decreased-168 SH
MERCK & CO INC	COM	$365K	0.0%Prev: 0.0%	3,031 SH	Increased+32 SH
META PLATFORMS INC	CL A	$1.0M	0.1%Prev: 0.1%	1,760 SH	Increased+463 SH
MICROSOFT CORP	COM	$4.7M	0.5%Prev: 1.6%	12,707 SH	Decreased-10,187 SH
NETFLIX INC.	COM	$573K	0.1%	5,960 SH	New
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$62.2M	6.9%Prev: 7.6%	2,579,517 SH	Increased+818,735 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$2.7M	0.3%Prev: 1.2%	112,890 SH	Decreased-160,684 SH
NEXTERA ENERGY INC	COM	$635K	0.1%Prev: 0.1%	6,832 SH	Increased+2,640 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$472K	0.1%Prev: 0.1%	10,482 SH	Decreased-3,863 SH
NVIDIA CORPORATION	COM	$1.3M	0.1%Prev: 0.2%	7,727 SH	Increased-13 SH
NVR INC	COM	$217K	0.0%Prev: 0.0%	33 SH	Decreased
ORACLE CORP	COM	$542K	0.1%Prev: 0.1%	3,686 SH	Increased
PACCAR INC	COM	$348K	0.0%Prev: 0.1%	3,016 SH	Increased
PEPSICO INC	COM	$419K	0.0%Prev: 0.1%	2,695 SH	Increased+451 SH
PHILIP MORRIS INTL INC	COM	$271K	0.0%	1,641 SH	New
PNC FINL SVCS GROUP INC	COM	$2.5M	0.3%Prev: 0.4%	11,817 SH	Increased+738 SH
PORCH GROUP INC	COM	$2.0M	0.2%Prev: 0.4%	274,216 SH	Decreased-9,060 SH
PROCTER & GAMBLE CO	COM	$245K	0.0%	1,698 SH	New
RAYMOND JAMES FINL INC	COM	$3.1M	0.3%Prev: 0.5%	21,546 SH	Increased
RBB FUND TRUST	FIRST EAGLE GBL	$5.1M	0.6%	107,559 SH	New
REMITLY GLOBAL INC	COM	$985K	0.1%Prev: 0.3%	62,848 SH	Decreased-4,490 SH
ROCKET LAB CORP	COM	$708K	0.1%	11,021 SH	New
RTX CORPORATION	COM	$637K	0.1%Prev: 0.1%	3,301 SH	Increased+663 SH
S&P GLOBAL INC	COM	$231K	0.0%	544 SH	New
SCHWAB CHARLES CORP	COM	$216K	0.0%	2,298 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.2M	0.2%Prev: 0.3%	66,603 SH	Increased+1,267 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.0M	0.3%Prev: 0.4%	120,079 SH	Increased-3,728 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$585K	0.1%Prev: 0.1%	25,182 SH	Decreased-909 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$47.8M	5.3%Prev: 7.2%	1,640,662 SH	Increased+62,632 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.9M	1.0%Prev: 0.9%	290,865 SH	Increased+99,641 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$36.6M	4.0%Prev: 6.0%	1,427,777 SH	Increased-80,494 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.3M	1.6%Prev: 1.5%	460,298 SH	Increased+133,865 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	0.2%Prev: 0.2%	46,984 SH	Increased-2,394 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$908K	0.1%	14,814 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$458K	0.1%	3,444 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$297K	0.0%	6,470 SH	New
SLIDE INS HLDGS INC	COM	$728K	0.1%	40,429 SH	New
SPDR GOLD TR	GOLD SHS	$2.9M	0.3%Prev: 0.4%	6,802 SH	Increased-89 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$82.4M	9.1%	1,804,741 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.4M	0.5%	50,478 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$657K	0.1%	1,419 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.4M	0.8%	11,343 SH	New
TCW ETF TRUST	TRANSFRM 500 ETF	$242K	0.0%	3,175 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$263K	0.0%	536 SH	New
TJX COS INC NEW	COM	$1.4M	0.2%Prev: 0.0%	8,761 SH	Increased+7,008 SH
TRIMAS CORP	COM NEW	$664K	0.1%Prev: 0.1%	18,474 SH	Increased
UBER TECHNOLOGIES INC	COM	$564K	0.1%Prev: 0.1%	7,840 SH	Increased+1,365 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.3M	0.1%Prev: 0.1%	14,670 SH	Increased+421 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$245K	0.0%Prev: 0.0%	821 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$284K	0.0%Prev: 0.0%	1,105 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$248K	0.0%Prev: 0.0%	1,347 SH	Increased+32 SH
VANGUARD INDEX FDS	MID CAP ETF	$70.7M	7.8%Prev: 10.8%	246,030 SH	Increased+15,032 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.0M	0.1%Prev: 0.2%	11,629 SH	Decreased-431 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.6M	1.5%Prev: 1.8%	22,843 SH	Increased+3,029 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.9M	0.3%Prev: 0.0%	13,243 SH	Increased+12,116 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	0.2%Prev: 0.1%	8,085 SH	Increased+5,779 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$10.3M	1.1%Prev: 0.1%	33,972 SH	Increased+31,884 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	0.2%Prev: 0.3%	6,790 SH	Increased+137 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$299K	0.0%Prev: 0.0%	2,165 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.3M	0.8%Prev: 0.9%	147,287 SH	Increased+47,179 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$2.9M	0.3%Prev: 0.2%	26,116 SH	Increased+17,177 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$987K	0.1%Prev: 0.1%	10,528 SH	Increased+7,172 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$443K	0.0%Prev: 0.1%	2,061 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.0M	1.5%Prev: 1.6%	218,620 SH	Increased+47,499 SH
VANGUARD WORLD FD	INF TECH ETF	$379K	0.0%Prev: 0.1%	544 SH	Increased-39 SH
VISA INC	COM CL A	$959K	0.1%Prev: 0.2%	3,172 SH	Decreased+424 SH
WALMART INC	COM	$1.2M	0.1%Prev: 0.1%	10,006 SH	Increased+2,257 SH
WELLTOWER INC	COM	$294K	0.0%Prev: 0.0%	1,487 SH	Increased-75 SH

Sold (vs prior filing)

ABBOTT LABS — $227K
ANSYS INC — $1.5M
AT&T INC — $273K
BROOKFIELD INFRAST PARTNERS — $449K
CHENIERE ENERGY INC — $368K
CORNING INC — $235K
COSTCO WHSL CORP NEW — $753K
FARMERS NATIONAL BANC CORP — $484K
FIRST TR EXCHANGE-TRADED FD — $215K
HOWMET AEROSPACE INC — $565K
ISHARES TR — $310K
ISHARES TR — $2.2M
ISHARES TR — $540K
JPMORGAN CHASE & CO. — $1.6M
KKR & CO INC — $520K
LIBERTY BROADBAND CORP — $230K
LULULEMON ATHLETICA INC — $288K
MASTERCARD INCORPORATED — $212K
NETFLIX INC — $622K
PARK-OHIO HLDGS CORP — $374K
… and 15 more

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