§ 13F · FUND PROFILE
Schneider Downs Wealth Management Advisors, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $668.8T (13F)Positions · 146Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$887.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FHI | FEDERATED HERMES INC | 2.66M | $138.7T | 15.6% | NEW |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.77M | $78.8T | 8.9% | NEW |
| 3 | VO | VANGUARD INDEX FDS | 243K | $70.4T | 7.9% | NEW |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 2.43M | $59.0T | 6.7% | NEW |
| 5 | SCHG | SCHWAB STRATEGIC TR | 1.61M | $52.5T | 5.9% | NEW |
| 6 | IEMG | ISHARES INC | 620K | $41.7T | 4.7% | NEW |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.42M | $38.2T | 4.3% | NEW |
| 8 | MUB | ISHARES TR | 341K | $36.5T | 4.1% | NEW |
| 9 | VNLA | JANUS DETROIT STR TR | 709K | $34.8T | 3.9% | NEW |
| 10 | IJT | ISHARES TR | 160K | $22.5T | 2.5% | NEW |
§ 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 $668846.2 trillion in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed