Schneider Downs Wealth Management Advisors, LP
179 holdingsFiling period: 2026-06-30Current AUM: $1.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FHI | Federated Hermes Inc | 3.55M | $196.1M | $202.2M | 18.98% | +823.7K | 2026-06-30 |
| 2 | SPDW | Spdr Index Shs Fds | 1.82M | $91.8M | $89.8M | 8.43% | +18.0K | 2026-06-30 |
| 3 | VO | Vanguard Index Fds | 1.00M | $80.9M | $81.6M | 7.66% | +758.4K | 2026-06-30 |
| 4 | MMIT | New York Life Invts Active E | 2.66M | $64.8M | $62.8M | 5.90% | +80.4K | 2026-06-30 |
| 5 | SCHG | Schwab Strategic TR | 1.68M | $56.9M | $59.0M | 5.54% | +39.4K | 2026-06-30 |
| 6 | IEMG | iShares Inc | 652.7K | $54.1M | $49.1M | 4.61% | +11.1K | 2026-06-30 |
| 7 | SCHX | Schwab Strategic TR | 1.43M | $42.2M | $43.2M | 4.05% | +6.7K | 2026-06-30 |
| 8 | MUB | iShares TR | 382.5K | $41.2M | $39.7M | 3.73% | +22.0K | 2026-06-30 |
| 9 | VNLA | Janus Detroit Str TR | 669.2K | $32.7M | $32.6M | 3.06% | +25.9K | 2026-06-30 |
| 10 | IJT | iShares TR | 169.5K | $30.3M | $27.5M | 2.58% | +5.5K | 2026-06-30 |
| 11 | JPIE | J P Morgan Exchange Traded F | 533.1K | $24.6M | $24.0M | 2.26% | +60.1K | 2026-06-30 |
| 12 | IWF | iShares TR | 166.5K | $20.7M | $20.1M | 1.89% | +125.1K | 2026-06-30 |
| 13 | FBND | Fidelity Merrimack Str TR | 377.0K | $17.1M | $16.6M | 1.56% | +20.1K | 2026-06-30 |
| 14 | SCHM | Schwab Strategic TR | 451.8K | $16.7M | $15.7M | 1.47% | -8,475 | 2026-06-30 |
| 15 | VEA | Vanguard Tax-Managed Fds | 225.0K | $16.0M | $15.6M | 1.46% | +6.4K | 2026-06-30 |
| 16 | VOO | Vanguard Index Fds | 22.1K | $15.2M | $15.6M | 1.46% | -724 | 2026-06-30 |
| 17 | FTRB | Federated Hermes ETF Trust | 578.5K | $14.5M | $14.1M | 1.32% | +58.8K | 2026-06-30 |
| 18 | IJR | iShares TR | 97.3K | $14.4M | $13.5M | 1.27% | -3,967 | 2026-06-30 |
| 19 | VBK | Vanguard Index Fds | 33.1K | $12.1M | $10.9M | 1.02% | -838 | 2026-06-30 |
| 20 | AAPL | Apple Inc | 36.8K | $10.6M | $12.7M | 1.19% | +3.1K | 2026-06-30 |
| 21 | SCHV | Schwab Strategic TR | 285.4K | $9.9M | $9.9M | 0.93% | -5,478 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 25.4K | $9.5M | $13.5M | 1.27% | +12.7K | 2026-06-30 |
| 23 | SPY | State Str Spdr S&P 500 ETF T | 11.2K | $8.4M | $8.6M | 0.80% | -148 | 2026-06-30 |
| 24 | IWR | iShares TR | 74.4K | $8.2M | $8.2M | 0.77% | -3,244 | 2026-06-30 |
| 25 | VTEB | Vanguard Mun BD Fds | 141.1K | $7.1M | $6.9M | 0.64% | -6,198 | 2026-06-30 |
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