Sponsored

The Analysis of Schneider Downs Wealth Management Advisors, LP's Holdings & P&L

Currently, Schneider Downs Wealth Management Advisors, LP holds 156 types of securities in its portfolio with a total value $906.8M. In the most recent quarter, they have increased their positions in MMIT (+153.1K shares, valued at $3.7M), FHI (+65.0K shares, valued at $3.7M), JPIE (+61.4K shares, valued at $2.8M); decreased their positions in VNLA (-65.2K shares, valued at $3.2M), MSFT (-607 shares, valued at $224.7K), N/A (-497 shares, valued at $153.8K); initiated new positions in SLDE (+40.4K shares, valued at $727.7K), CVX (+1.3K shares, valued at $274.4K), COPX (+3.3K shares, valued at $252.0K).

1M P&L

-42.7M-4.45%

3M P&L

-259.1M-22.03%

HY P&L

-187.3M-16.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A667.6M

77.4%

2Asset Management144.3M

16.7%

3Consumer Electronics9.2M

1.1%

Top Industries by Stock Count

1N/A86 stocks

59.7%

2Drug Manufacturers - General4 stocks

2.8%

3Credit Services3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FHI FEDERATED HERMES INC2.7M shares2.44%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS1.8M shares1.73%2026-03-312026-05-15

VO VANGUARD INDEX FDS246.0K shares1.43%2026-03-312026-05-15

MMIT NEW YORK LIFE INVTS ACTIVE E2.6M shares6.31%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR1.6M shares1.95%2026-03-312026-05-15

IEMG ISHARES INC641.6K shares3.50%2026-03-312026-05-15

MUB ISHARES TR360.5K shares5.79%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR1.4M shares0.52%2026-03-312026-05-15

Sponsored

VNLA JANUS DETROIT STR TR643.3K shares-9.20%2026-03-312026-05-15

IJT ISHARES TR164.0K shares2.82%2026-03-312026-05-15

JPIE J P MORGAN EXCHANGE TRADED F473.0K shares14.92%2026-03-312026-05-15

IWF ISHARES TR41.4K shares0.55%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR356.9K shares9.43%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR460.3K shares2.64%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS218.6K shares-0.37%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS22.8K shares0.62%2026-03-312026-05-15

Sponsored

FTRB FEDERATED HERMES ETF TRUST519.7K shares14.19%2026-03-312026-05-15

IJR ISHARES TR101.3K shares-0.94%2026-03-312026-05-15

VBK VANGUARD INDEX FDS34.0K shares1.73%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR290.9K shares-0.50%2026-03-312026-05-15

AAPL APPLE INC33.7K shares-0.64%2026-03-312026-05-15

IWR ISHARES TR77.6K shares-1.38%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T11.3K shares0.83%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS147.3K shares-1.94%2026-03-312026-05-15

Sponsored

EFA ISHARES TR61.0K shares-0.26%2026-03-312026-05-15

JHML JOHN HANCOCK EXCHANGE TRADED65.9K shares-0.14%2026-03-312026-05-15

FEGE RBB FUND TRUST107.6K shares17.84%2026-03-312026-05-15

MSFT MICROSOFT CORP12.7K shares-4.56%2026-03-312026-05-15

IVV ISHARES TR5.9K shares0.95%2026-03-312026-05-15

IEFA ISHARES TR34.9K shares0.00%2026-03-312026-05-15

RJF RAYMOND JAMES FINL INC21.5K shares-0.19%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR120.1K shares-0.44%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR6.8K shares3.52%2026-03-312026-05-15

IVW ISHARES TR25.6K shares0.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS13.2K shares2.25%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS26.1K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC9.3K shares0.05%2026-03-312026-05-15

MMIN NEW YORK LIFE INVTS ACTIVE E112.9K shares1.77%2026-03-312026-05-15

DSI ISHARES TR21.9K shares0.00%2026-03-312026-05-15

SPYM SPDR SERIES TRUST34.6K shares-0.71%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO8.9K shares-1.28%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC11.8K shares-0.02%2026-03-312026-05-15

ALPHABET INC ALPHABET INC8.4K shares0.78%2026-03-312026-05-15

IVE ISHARES TR10.9K shares0.00%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST57.8K shares0.00%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR66.6K shares8.28%2026-03-312026-05-15

VTI VANGUARD INDEX FDS6.8K shares2.06%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-15

Sponsored

VB VANGUARD INDEX FDS8.1K shares-0.76%2026-03-312026-05-15

AMZN AMAZON COM INC9.9K shares1.23%2026-03-312026-05-15

PRCH PORCH GROUP INC274.2K shares-0.22%2026-03-312026-05-15

BN BROOKFIELD CORP48.2K shares0.00%2026-03-312026-05-15

JGRO J P MORGAN EXCHANGE TRADED F21.4K shares7.39%2026-03-312026-05-15

IJH ISHARES TR24.0K shares0.51%2026-03-312026-05-15

TJX TJX COS INC NEW8.8K shares-0.02%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR47.0K shares-0.59%2026-03-312026-05-15

Sponsored

ESGD ISHARES TR14.2K shares1.37%2026-03-312026-05-15

NVDA NVIDIA CORPORATION7.7K shares1.30%2026-03-312026-05-15

GDX VANECK ETF TRUST14.7K shares2.95%2026-03-312026-05-15

WMT WALMART INC10.0K shares-0.06%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.2K shares0.00%2026-03-312026-05-15

IJJ ISHARES TR8.1K shares3.11%2026-03-312026-05-15

IJK ISHARES TR10.6K shares0.00%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS11.6K shares0.28%2026-03-312026-05-15

Sponsored

SUSB ISHARES TR41.0K shares-3.77%2026-03-312026-05-15

META META PLATFORMS INC1.8K shares35.91%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS10.5K shares-0.58%2026-03-312026-05-15

RELY REMITLY GLOBAL INC62.8K shares0.00%2026-03-312026-05-15

V VISA INC3.2K shares-0.13%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-0.43%2026-03-312026-05-15

IJS ISHARES TR7.8K shares0.09%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR14.8K shares0.00%2026-03-312026-05-15

Sponsored

IWM ISHARES TR3.6K shares0.00%2026-03-312026-05-15

SUSC ISHARES TR38.3K shares1.47%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON3.4K shares-0.12%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF14.8K shares18.83%2026-03-312026-05-15

MDYG SPDR SERIES TRUST7.9K shares0.00%2026-03-312026-05-15

SLDE SLIDE INS HLDGS INC40.4K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC1.0K shares0.00%2026-03-312026-05-15

ROCKET LAB CORP ROCKET LAB CORP11.0K shares0.00%2026-03-312026-05-15

Sponsored

TRS TRIMAS CORP18.5K shares0.00%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND1.4K shares0.00%2026-03-312026-05-15

BROADCOM INC BROADCOM INC2.1K shares-19.11%2026-03-312026-05-15

RTX RTX CORPORATION3.3K shares5.03%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC1.8K shares-1.93%2026-03-312026-05-15

ESGE ISHARES INC14.0K shares2.65%2026-03-312026-05-15

NEE NEXTERA ENERGY INC6.8K shares-0.10%2026-03-312026-05-15

CBZ CBIZ INC23.2K shares0.00%2026-03-312026-05-15

Sponsored

EFG ISHARES TR5.5K shares-8.36%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR25.2K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC.6.0K shares-0.28%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC7.8K shares14.57%2026-03-312026-05-15

MFC MANULIFE FINL CORP15.8K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC2.5K shares-0.24%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-05-15

BIP BROOKFIELD INFRASTRUCTURE PA15.1K shares0.00%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP3.7K shares-0.16%2026-03-312026-05-15

MCD MCDONALDS CORP1.7K shares-0.06%2026-03-312026-05-15

AMGN AMGEN INC1.5K shares0.00%2026-03-312026-05-15

IJUL INNOVATOR ETFS TRUST15.4K shares0.00%2026-03-312026-05-15

NUSC NUSHARES ETF TR10.5K shares2.78%2026-03-312026-05-15

FDV FEDERATED HERMES ETF TRUST15.2K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR3.4K shares0.00%2026-03-312026-05-15

SLV ISHARES SILVER TR6.5K shares0.00%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.00%2026-03-312026-05-15

GTO INVESCO ACTIVELY MANAGED EXC9.4K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC5.6K shares-0.16%2026-03-312026-05-15

XOP SPDR SERIES TRUST2.4K shares0.00%2026-03-312026-05-15

PEP PEPSICO INC2.7K shares-0.22%2026-03-312026-05-15

ASML ASML HLDG NV310 shares0.00%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP3.4K shares-0.26%2026-03-312026-05-15

OEF ISHARES TR1.2K shares0.00%2026-03-312026-05-15

Sponsored

VGT VANGUARD WORLD FD544 shares-6.04%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC3.0K shares-0.20%2026-03-312026-05-15

HD HOME DEPOT INC1.1K shares0.09%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-05-15

PCAR PACCAR INC3.0K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP2.0K shares0.62%2026-03-312026-05-15

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD7.1K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC4.8K shares-0.17%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES3.0K shares-0.03%2026-03-312026-05-15

LINDE PLC LINDE PLC623 shares0.00%2026-03-312026-05-15

EJUL INNOVATOR ETFS TRUST10.2K shares0.00%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F2.2K shares0.00%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR6.5K shares0.00%2026-03-312026-05-15

IMCB ISHARES TR3.6K shares0.00%2026-03-312026-05-15

WELL WELLTOWER INC1.5K shares0.00%2026-03-312026-05-15

MDYV SPDR SERIES TRUST3.4K shares0.00%2026-03-312026-05-15

Sponsored

VOT VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares0.00%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC1.6K shares3.99%2026-03-312026-05-15

CB CHUBB LTD SWITZ822 shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC536 shares-0.37%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO850 shares-6.49%2026-03-312026-05-15

HON HONEYWELL INTL INC1.1K shares0.00%2026-03-312026-05-15

Sponsored

COPX GLOBAL X FDS3.3K sharesnew addition2026-03-312026-05-15

VOE VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-15

VV VANGUARD INDEX FDS821 shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO1.7K shares-5.88%2026-03-312026-05-15

VOTE TCW ETF TRUST3.2K shares6.76%2026-03-312026-05-15

XME SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-05-15

SPGI S&P GLOBAL INC544 shares-0.37%2026-03-312026-05-15

EEM ISHARES TR4.1K shares0.00%2026-03-312026-05-15

Sponsored

COHERENT CORP COHERENT CORP930 shares-30.34%2026-03-312026-05-15

IWD ISHARES TR1.0K shares0.00%2026-03-312026-05-15

NVR NVR INC33 shares0.00%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP2.3K shares0.00%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW1.6K shares0.00%2026-03-312026-05-15

IWN ISHARES TR1.1K sharesnew addition2026-03-312026-05-15

IWO ISHARES TR654 shares0.00%2026-03-312026-05-15

KO COCA COLA CO2.6K sharesnew addition2026-03-312026-05-15

Sponsored

ICLN ISHARES TR10.3K shares0.00%2026-03-312026-05-15

QBTS D-WAVE QUANTUM INC12.5K shares0.00%2026-03-312026-05-15

GORO GOLD RESOURCE CORP23.8K shares0.00%2026-03-312026-05-15

IGC IGC PHARMA INC10.0K sharesnew addition2026-03-312026-05-15

FHI

FEDERATED HERMES INC

2.44%

Shares2.7M

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

1.73%

Shares1.8M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

1.43%

Shares246.0K

Event2026-03-31

Filed2026-05-15

MMIT

NEW YORK LIFE INVTS ACTIVE E

6.31%

Shares2.6M

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

1.95%

Shares1.6M

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

3.50%

Shares641.6K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

5.79%

Shares360.5K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

0.52%

Shares1.4M

Event2026-03-31

Filed2026-05-15

VNLA

JANUS DETROIT STR TR

-9.20%

Shares643.3K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

2.82%

Shares164.0K

Event2026-03-31

Filed2026-05-15

JPIE

J P MORGAN EXCHANGE TRADED F

14.92%

Shares473.0K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

0.55%

Shares41.4K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

9.43%

Shares356.9K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

2.64%

Shares460.3K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-0.37%

Shares218.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.62%

Shares22.8K

Event2026-03-31

Filed2026-05-15

FTRB

FEDERATED HERMES ETF TRUST

14.19%

Shares519.7K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-0.94%

Shares101.3K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

1.73%

Shares34.0K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-0.50%

Shares290.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.64%

Shares33.7K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

-1.38%

Shares77.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.83%

Shares11.3K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

-1.94%

Shares147.3K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

-0.26%

Shares61.0K

Event2026-03-31

Filed2026-05-15

JHML

JOHN HANCOCK EXCHANGE TRADED

-0.14%

Shares65.9K

Event2026-03-31

Filed2026-05-15

FEGE

RBB FUND TRUST

17.84%

Shares107.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-4.56%

Shares12.7K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.95%

Shares5.9K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.00%

Shares34.9K

Event2026-03-31

Filed2026-05-15

RJF

RAYMOND JAMES FINL INC

-0.19%

Shares21.5K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-0.44%

Shares120.1K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

3.52%

Shares6.8K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

0.00%

Shares25.6K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

2.25%

Shares13.2K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares26.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.05%

Shares9.3K

Event2026-03-31

Filed2026-05-15

MMIN

NEW YORK LIFE INVTS ACTIVE E

1.77%

Shares112.9K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

0.00%

Shares21.9K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-0.71%

Shares34.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-1.28%

Shares8.9K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

-0.02%

Shares11.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.78%

Shares8.4K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares57.8K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

8.28%

Shares66.6K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

2.06%

Shares6.8K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.76%

Shares8.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.23%

Shares9.9K

Event2026-03-31

Filed2026-05-15

PRCH

PORCH GROUP INC

-0.22%

Shares274.2K

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP

0.00%

Shares48.2K

Event2026-03-31

Filed2026-05-15

JGRO

J P MORGAN EXCHANGE TRADED F

7.39%

Shares21.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

0.51%

Shares24.0K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-0.02%

Shares8.8K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-0.59%

Shares47.0K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

1.37%

Shares14.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

1.30%

Shares7.7K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

2.95%

Shares14.7K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-0.06%

Shares10.0K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

3.11%

Shares8.1K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

0.28%

Shares11.6K

Event2026-03-31

Filed2026-05-15

SUSB

ISHARES TR

-3.77%

Shares41.0K

Event2026-03-31

Filed2026-05-15