The Analysis of Schneider Downs Wealth Management Advisors, LP's Holdings
Currently, Schneider Downs Wealth Management Advisors, LP holds 148 types of securities in its portfolio with a total value $842.7M. In the most recent quarter, they have increased their positions in FHI (+2.6M shares, valued at $133.8M), MMIT (+403.9K shares, valued at $9.8M), FEGE (+73.9K shares, valued at $3.3M); decreased their positions in MMIN (-253.9K shares, valued at $6.0M), MSFT (-11.5K shares, valued at $6.0M), SCHX (-142.8K shares, valued at $3.8M); initiated new positions in FEGE (+73.9K shares, valued at $3.3M), SPGI (+546 shares, valued at $265.7K), AWK (+1.6K shares, valued at $218.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FHI FEDERATED HERMES INC2.7M shares3229.03%2025-09-302025-11-17
SPDW SPDR INDEX SHS FDS1.7M shares2.76%2025-09-302025-11-17 VO VANGUARD INDEX FDS238.2K shares-0.60%2025-09-302025-11-17 MMIT NEW YORK LIFE INVTS ACTIVE E2.2M shares21.97%2025-09-302025-11-17 SCHG SCHWAB STRATEGIC TR1.6M shares-2.24%2025-09-302025-11-17 IEMG ISHARES INC598.3K shares3.34%2025-09-302025-11-17 SCHX SCHWAB STRATEGIC TR1.4M shares-9.21%2025-09-302025-11-17 MUB ISHARES TR313.5K shares10.31%2025-09-302025-11-17 VNLA JANUS DETROIT STR TR532.9K shares3.79%2025-09-302025-11-17 IJT ISHARES TR157.6K shares3.56%2025-09-302025-11-17 IWF ISHARES TR41.3K shares-7.40%2025-09-302025-11-17 JPIE J P MORGAN EXCHANGE TRADED F365.3K shares9.97%2025-09-302025-11-17 FBND FIDELITY MERRIMACK STR TR301.7K shares15.64%2025-09-302025-11-17 VEA VANGUARD TAX-MANAGED FDS219.2K shares-11.58%2025-09-302025-11-17 SCHM SCHWAB STRATEGIC TR441.2K shares-1.10%2025-09-302025-11-17 VOO VANGUARD INDEX FDS20.8K shares0.28%2025-09-302025-11-17 IJR ISHARES TR100.8K shares-0.69%2025-09-302025-11-17 FTRB FEDERATED HERMES ETF TRUST420.9K shares3.13%2025-09-302025-11-17 VBK VANGUARD INDEX FDS33.0K shares1.34%2025-09-302025-11-17 SCHV SCHWAB STRATEGIC TR293.4K shares-0.86%2025-09-302025-11-17 SPY SPDR S&P 500 ETF TR11.4K shares-0.96%2025-09-302025-11-17 VTEB VANGUARD MUN BD FDS152.0K shares-7.70%2025-09-302025-11-17 AAPL APPLE INC28.9K shares6.15%2025-09-302025-11-17 IWR ISHARES TR75.1K shares0.00%2025-09-302025-11-17 EFA ISHARES TR60.7K shares-28.83%2025-09-302025-11-17 MSFT MICROSOFT CORP10.8K shares-51.67%2025-09-302025-11-17 JHML JOHN HANCOCK EXCHANGE TRADED64.1K shares-1.35%2025-09-302025-11-17 PRCH PORCH GROUP INC274.8K shares-0.67%2025-09-302025-11-17 RJF RAYMOND JAMES FINL INC21.6K shares0.19%2025-09-302025-11-17 IVV ISHARES TR5.4K shares-3.31%2025-09-302025-11-17 FEGE RBB FUND TRUST73.9K sharesnew addition2025-09-302025-11-17 VONG VANGUARD SCOTTSDALE FDS26.1K shares0.00%2025-09-302025-11-17 IVW ISHARES TR26.0K shares-0.37%2025-09-302025-11-17 SCHF SCHWAB STRATEGIC TR122.0K shares-1.49%2025-09-302025-11-17 DSI ISHARES TR21.9K shares0.00%2025-09-302025-11-17 SPYM SPDR SERIES TRUST34.8K shares-0.88%2025-09-302025-11-17 VBR VANGUARD INDEX FDS12.8K shares3.90%2025-09-302025-11-17 IEFA ISHARES TR30.5K shares-13.64%2025-09-302025-11-17 MMIN NEW YORK LIFE INVTS ACTIVE E110.9K shares-69.59%2025-09-302025-11-17 PNC PNC FINL SVCS GROUP INC11.9K shares0.00%2025-09-302025-11-17 GLD SPDR GOLD TR6.6K shares-1.10%2025-09-302025-11-17 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-17 IVE ISHARES TR10.9K shares-0.70%2025-09-302025-11-17 DFAC DIMENSIONAL ETF TRUST57.8K shares0.00%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.7.0K shares8.08%2025-09-302025-11-17 BN BROOKFIELD CORP32.2K shares0.16%2025-09-302025-11-17 VTI VANGUARD INDEX FDS6.7K shares0.00%2025-09-302025-11-17 SCHE SCHWAB STRATEGIC TR61.8K shares-21.88%2025-09-302025-11-17 GOOGL ALPHABET INC8.5K shares11.70%2025-09-302025-11-17 VB VANGUARD INDEX FDS8.0K shares-3.17%2025-09-302025-11-17 XOM EXXON MOBIL CORP16.6K shares3.24%2025-09-302025-11-17 JGRO J P MORGAN EXCHANGE TRADED F19.9K shares0.00%2025-09-302025-11-17 AMZN AMAZON COM INC6.8K shares21.37%2025-09-302025-11-17 IJH ISHARES TR22.4K shares-0.39%2025-09-302025-11-17 NVDA NVIDIA CORPORATION7.6K shares51.76%2025-09-302025-11-17 SCHA SCHWAB STRATEGIC TR47.2K shares-1.57%2025-09-302025-11-17 ESGD ISHARES TR14.0K shares0.00%2025-09-302025-11-17 GOOG ALPHABET INC5.3K shares0.66%2025-09-302025-11-17 CBZ CBIZ INC23.2K shares-0.66%2025-09-302025-11-17 SUSB ISHARES TR43.8K shares2.68%2025-09-302025-11-17 GDX VANECK ETF TRUST14.2K shares0.00%2025-09-302025-11-17 V VISA INC3.2K shares21.72%2025-09-302025-11-17 VNQ VANGUARD INDEX FDS11.6K shares0.26%2025-09-302025-11-17 ORCL ORACLE CORP3.7K shares0.00%2025-09-302025-11-17 RELY REMITLY GLOBAL INC62.8K shares0.00%2025-09-302025-11-17 TJX TJX COS INC NEW7.1K shares0.11%2025-09-302025-11-17 IJJ ISHARES TR7.7K shares0.00%2025-09-302025-11-17 GBTC GRAYSCALE BITCOIN TRUST ETF11.2K shares0.00%2025-09-302025-11-17 IJK ISHARES TR10.5K shares0.13%2025-09-302025-11-17 IJS ISHARES TR8.9K shares0.20%2025-09-302025-11-17 VONV VANGUARD SCOTTSDALE FDS10.8K shares0.00%2025-09-302025-11-17 QQQ INVESCO QQQ TR1.6K shares-2.64%2025-09-302025-11-17 META META PLATFORMS INC1.3K shares10.12%2025-09-302025-11-17 SUSC ISHARES TR38.9K shares6.26%2025-09-302025-11-17 WMT WALMART INC7.5K shares0.08%2025-09-302025-11-17 AMGN AMGEN INC2.7K shares0.00%2025-09-302025-11-17 IWM ISHARES TR3.1K shares-1.21%2025-09-302025-11-17 MDYG SPDR SERIES TRUST7.9K shares0.00%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW772 shares3.76%2025-09-302025-11-17 NFLX NETFLIX INC596 shares-2.77%2025-09-302025-11-17 TRS TRIMAS CORP18.5K shares0.00%2025-09-302025-11-17 ETN EATON CORP PLC1.8K shares-67.41%2025-09-302025-11-17 DIA SPDR DOW JONES INDL AVERAGE1.5K shares0.00%2025-09-302025-11-17 UBER UBER TECHNOLOGIES INC6.8K shares3.01%2025-09-302025-11-17 EFG ISHARES TR5.9K shares0.00%2025-09-302025-11-17 XLE SELECT SECTOR SPDR TR7.4K shares0.00%2025-09-302025-11-17 ESGE ISHARES INC13.6K shares0.00%2025-09-302025-11-17 SCHZ SCHWAB STRATEGIC TR25.2K shares-1.03%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares12.63%2025-09-302025-11-17 FMNB FARMERS NATIONAL BANC CORP37.1K shares0.00%2025-09-302025-11-17 RKLB ROCKET LAB CORP11.0K shares0.00%2025-09-302025-11-17 MCD MCDONALDS CORP1.7K shares-4.31%2025-09-302025-11-17 NEE NEXTERA ENERGY INC6.8K shares5.28%2025-09-302025-11-17 XLK SELECT SECTOR SPDR TR1.8K shares0.06%2025-09-302025-11-17 IJUL INNOVATOR ETFS TRUST15.4K shares0.00%2025-09-302025-11-17 JNJ JOHNSON & JOHNSON2.7K shares14.54%2025-09-302025-11-17 BIP BROOKFIELD INFRAST PARTNERS15.1K shares0.00%2025-09-302025-11-17 MFC MANULIFE FINL CORP15.8K shares0.00%2025-09-302025-11-17 HD HOME DEPOT INC1.2K shares49.06%2025-09-302025-11-17 FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares0.00%2025-09-302025-11-17 PKOH PARK-OHIO HLDGS CORP21.7K shares25.14%2025-09-302025-11-17 NUSC NUSHARES ETF TR10.2K shares4.76%2025-09-302025-11-17 GTO INVESCO ACTIVELY MANAGED EXC9.4K shares0.00%2025-09-302025-11-17 VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.00%2025-09-302025-11-17 IBM INTERNATIONAL BUSINESS MACHS1.6K shares-0.19%2025-09-302025-11-17 FDV FEDERATED HERMES ETF TRUST15.2K shares0.00%2025-09-302025-11-17 VGT VANGUARD WORLD FD583 shares0.00%2025-09-302025-11-17 RTX RTX CORPORATION2.5K shares0.00%2025-09-302025-11-17 BAM BROOKFIELD ASSET MANAGMT LTD7.1K shares0.00%2025-09-302025-11-17 OEF ISHARES TR1.2K shares-13.38%2025-09-302025-11-17 CSCO CISCO SYS INC5.6K shares4.26%2025-09-302025-11-17 BK BANK NEW YORK MELLON CORP3.3K shares0.00%2025-09-302025-11-17 IMCB ISHARES TR4.1K shares0.00%2025-09-302025-11-17 PEP PEPSICO INC2.4K shares17.88%2025-09-302025-11-17 VOT VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-17 MO ALTRIA GROUP INC4.8K shares3.62%2025-09-302025-11-17 XOP SPDR SERIES TRUST2.4K shares0.00%2025-09-302025-11-17 AGG ISHARES TR3.1K shares1.07%2025-09-302025-11-17 QBTS D-WAVE QUANTUM INC12.5K shares0.00%2025-09-302025-11-17 ABBV ABBVIE INC1.3K shares0.93%2025-09-302025-11-17 VT VANGUARD INTL EQUITY INDEX F2.2K shares0.00%2025-09-302025-11-17 PCAR PACCAR INC3.0K shares0.00%2025-09-302025-11-17 EJUL INNOVATOR ETFS TRUST10.2K shares0.00%2025-09-302025-11-17 MDYV SPDR SERIES TRUST3.4K shares0.00%2025-09-302025-11-17 XLU SELECT SECTOR SPDR TR3.2K shares0.00%2025-09-302025-11-17 SLV ISHARES SILVER TR6.5K shares0.00%2025-09-302025-11-17 PG PROCTER AND GAMBLE CO1.8K shares19.65%2025-09-302025-11-17 PM PHILIP MORRIS INTL INC1.7K shares10.65%2025-09-302025-11-17 ABT ABBOTT LABS2.0K shares20.14%2025-09-302025-11-17 SPGI S&P GLOBAL INC546 sharesnew addition2025-09-302025-11-17 NVR NVR INC33 shares0.00%2025-09-302025-11-17 WELL WELLTOWER INC1.5K shares0.00%2025-09-302025-11-17 VV VANGUARD INDEX FDS821 shares0.00%2025-09-302025-11-17 MRK MERCK & CO INC3.0K shares15.62%2025-09-302025-11-17 VOTE TCW ETF TRUST3.0K shares0.00%2025-09-302025-11-17 BWIN THE BALDWIN INSURANCE GRP IN8.2K shares0.00%2025-09-302025-11-17 VOE VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-11-17 ISCB ISHARES TR3.6K shares0.00%2025-09-302025-11-17 AWK AMERICAN WTR WKS CO INC NEW1.6K sharesnew addition2025-09-302025-11-17 EEM ISHARES TR4.1K sharesnew addition2025-09-302025-11-17 MA MASTERCARD INCORPORATED380 sharesnew addition2025-09-302025-11-17 IWD ISHARES TR1.1K shares0.00%2025-09-302025-11-17 IWO ISHARES TR654 shares-69.50%2025-09-302025-11-17 XME SPDR SERIES TRUST2.2K sharesnew addition2025-09-302025-11-17 FV FIRST TR EXCHANGE TRADED FD3.3K shares-16.60%2025-09-302025-11-17 BAC BANK AMERICA CORP3.9K sharesnew addition2025-09-302025-11-17 ICLN ISHARES TR10.3K shares0.00%2025-09-302025-11-17 GORO GOLD RESOURCE CORP23.8K shares0.00%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available