Schneider Downs Wealth Management Advisors, LP
158 holdingsFiling period: 2026-03-31Current AUM: $987.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FHI | FEDERATED HERMES INC | 2.73M | $154.7M | $163.6M | 16.56% | +65.0K | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.80M | $82.4M | $90.3M | 9.15% | +30.6K | 2026-03-31 |
| 3 | VO | VANGUARD INDEX FDS | 246.0K | $70.7M | $79.7M | 8.07% | +3.5K | 2026-03-31 |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 2.58M | $62.2M | $61.7M | 6.25% | +153.1K | 2026-03-31 |
| 5 | SCHG | SCHWAB STRATEGIC TR | 1.64M | $47.8M | $56.1M | 5.68% | +31.4K | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 641.6K | $44.8M | $49.8M | 5.04% | +21.7K | 2026-03-31 |
| 7 | MUB | ISHARES TR | 360.5K | $38.3M | $38.1M | 3.86% | +19.7K | 2026-03-31 |
| 8 | SCHX | SCHWAB STRATEGIC TR | 1.43M | $36.6M | $42.0M | 4.26% | +7.3K | 2026-03-31 |
| 9 | VNLA | JANUS DETROIT STR TR | 643.3K | $31.4M | $31.4M | 3.18% | -65,217 | 2026-03-31 |
| 10 | IJT | ISHARES TR | 164.0K | $23.7M | $28.3M | 2.87% | +4.5K | 2026-03-31 |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | 473.0K | $21.8M | $21.7M | 2.20% | +61.4K | 2026-03-31 |
| 12 | IWF | ISHARES TR | 41.4K | $17.7M | $19.6M | 1.98% | +225 | 2026-03-31 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | 356.9K | $16.3M | $16.0M | 1.62% | +30.7K | 2026-03-31 |
| 14 | SCHM | SCHWAB STRATEGIC TR | 460.3K | $14.3M | $16.0M | 1.62% | +11.8K | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 218.6K | $14.0M | $15.4M | 1.56% | -807 | 2026-03-31 |
| 16 | VOO | VANGUARD INDEX FDS | 22.8K | $13.6M | $15.7M | 1.59% | +141 | 2026-03-31 |
| 17 | FTRB | FEDERATED HERMES ETF TRUST | 519.7K | $13.1M | $12.8M | 1.30% | +64.6K | 2026-03-31 |
| 18 | IJR | ISHARES TR | 101.3K | $12.6M | $14.7M | 1.49% | -960 | 2026-03-31 |
| 19 | VBK | VANGUARD INDEX FDS | 34.0K | $10.3M | $11.6M | 1.17% | +579 | 2026-03-31 |
| 20 | SCHV | SCHWAB STRATEGIC TR | 290.9K | $8.9M | $9.9M | 1.00% | -1,454 | 2026-03-31 |
| 21 | AAPL | APPLE INC | 33.7K | $8.6M | $10.4M | 1.05% | -217 | 2026-03-31 |
| 22 | IWR | ISHARES TR | 77.6K | $7.5M | $8.5M | 0.86% | -1,089 | 2026-03-31 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 11.3K | $7.4M | $8.5M | 0.86% | +93 | 2026-03-31 |
| 24 | VTEB | VANGUARD MUN BD FDS | 147.3K | $7.3M | $7.3M | 0.74% | -2,918 | 2026-03-31 |
| 25 | EFA | ISHARES TR | 61.0K | $5.9M | $6.4M | 0.65% | -160 | 2026-03-31 |
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