Schneider Downs Wealth Management Advisors, LP
CIK: 0001665359SEC EDGAR →
Portfolio Value
$887.1M
Holdings
156
As of
Q4 2025
New Positions
12
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FEDERATED HERMES INC | 2,662,853 | $138.7M | 15.63% |
| 2 | SPDR INDEX SHS FDS | 1,774,091 | $78.8M | 8.88% |
| 3 | VANGUARD INDEX FDS | 242,562 | $70.4M | 7.94% |
| 4 | NEW YORK LIFE INVTS ACTIVE E | 2,426,389 | $59.0M | 6.65% |
| 5 | SCHWAB STRATEGIC TR | 1,609,284 | $52.5M | 5.92% |
| 6 | ISHARES INC | 619,917 | $41.7M | 4.70% |
| 7 | SCHWAB STRATEGIC TR | 1,420,448 | $38.2M | 4.31% |
| 8 | ISHARES TR | 340,737 | $36.5M | 4.11% |
| 9 | JANUS DETROIT STR TR | 708,561 | $34.8M | 3.92% |
| 10 | ISHARES TR | 159,516 | $22.5M | 2.54% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $825.7M | 93.1% |
| Technology | 15 | $25.7M | 2.9% |
| Unknown | 11 | $11.8M | 1.3% |
| Communication Services | 4 | $6.9M | 0.8% |
| Consumer Cyclical | 7 | $5.6M | 0.6% |
| Industrials | 6 | $3.5M | 0.4% |
| Consumer Defensive | 5 | $3.0M | 0.3% |
| Healthcare | 7 | $3.0M | 0.3% |
| Utilities | 2 | $1.1M | 0.1% |
| Basic Materials | 2 | $284K | 0.0% |
| Real Estate | 1 | $276K | 0.0% |
| Energy | 1 | $233K | 0.0% |