§ 13F · FUND PROFILE
Schneider Downs Wealth Management Advisors, LP.
AUM · $1.1B (13F)Positions · 177Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FHI | FEDERATED HERMES INC | 3.55M | $196M | 18.4% | +30% |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.82M | $92M | 8.6% | +1% |
| 3 | VO | VANGUARD INDEX FDS | 1.00M | $81M | 7.6% | +308% |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 2.66M | $65M | 6.1% | +3% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 1.68M | $57M | 5.3% | +2% |
| 6 | IEMG | ISHARES INC | 653K | $54M | 5.1% | +2% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.43M | $42M | 4.0% | ±0% |
| 8 | MUB | ISHARES TR | 383K | $41M | 3.9% | +6% |
| 9 | VNLA | JANUS DETROIT STR TR | 669K | $33M | 3.1% | +4% |
| 10 | IJT | ISHARES TR | 169K | $30M | 2.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHNEIDER SIGNAL
AC read
Schneider Downs Wealth Management Advisors, LP is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 177 positions.
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