§ 13F · FUND PROFILE
Schneider Downs Wealth Management Advisors, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $669M (13F)Positions · 146Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FHI | FEDERATED HERMES INC | 2.73M | $155M | 17.1% | +2% |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.80M | $82M | 9.1% | +2% |
| 3 | VO | VANGUARD INDEX FDS | 246K | $71M | 7.8% | +1% |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 2.58M | $62M | 6.9% | +6% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 1.64M | $48M | 5.3% | +2% |
| 6 | IEMG | ISHARES INC | 642K | $45M | 4.9% | +4% |
| 7 | MUB | ISHARES TR | 360K | $38M | 4.2% | +6% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 1.43M | $37M | 4.0% | +1% |
| 9 | VNLA | JANUS DETROIT STR TR | 643K | $31M | 3.5% | −9% |
| 10 | IJT | ISHARES TR | 164K | $24M | 2.6% | +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 $669 million in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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