Schneider Downs Wealth Management Advisors, LP Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$668.8M
Holdings
146
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPDWSPDR INDEX SHS FDS | 1,678,854 | $68.0M | 10.16% | |
| 2 | VOVANGUARD INDEX FDS | 239,614 | $67.1M | 10.02% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 1,640,699 | $47.9M | 7.17% | |
| 4 | MMITNEW YORK LIFE INVTS ACTIVE E | 1,838,266 | $43.8M | 6.55% | |
| 5 | SCHXSCHWAB STRATEGIC TR | 1,550,228 | $37.9M | 5.66% | |
| 6 | IEMGISHARES INC | 578,939 | $34.8M | 5.20% | |
| 7 | MUBISHARES TR | 284,243 | $29.7M | 4.44% | |
| 8 | VNLAJANUS DETROIT STR TR | 513,425 | $25.3M | 3.78% | |
| 9 | IJTISHARES TR | 152,166 | $20.2M | 3.03% | |
| 10 | IWFISHARES TR | 44,636 | $19.0M | 2.83% | |
| 11 | JPIEJ P MORGAN EXCHANGE TRADED F | 332,128 | $15.4M | 2.30% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 247,874 | $14.1M | 2.11% | |
| 13 | SCHMSCHWAB STRATEGIC TR | 446,089 | $12.5M | 1.87% | |
| 14 | FBNDFIDELITY MERRIMACK STR TR | 260,891 | $11.9M | 1.78% | |
| 15 | VOOVANGUARD INDEX FDS | 20,702 | $11.8M | 1.76% | |
| 16 | IJRISHARES TR | 101,455 | $11.1M | 1.66% | |
| 17 | MSFTMICROSOFT CORP | 22,251 | $11.1M | 1.65% | |
| 18 | FTRBFEDERATED HERMES ETF TRUST | 408,162 | $10.2M | 1.53% | |
| 19 | VBKVANGUARD INDEX FDS | 32,583 | $9.0M | 1.35% | |
| 20 | MMINNEW YORK LIFE INVTS ACTIVE E | 364,805 | $8.5M | 1.27% | |
| 21 | SCHVSCHWAB STRATEGIC TR | 295,971 | $8.2M | 1.22% | |
| 22 | VTEBVANGUARD MUN BD FDS | 164,668 | $8.1M | 1.21% | |
| 23 | EFAISHARES TR | 85,309 | $7.6M | 1.14% | |
| 24 | SPYSPDR S&P 500 ETF TR | 11,552 | $7.1M | 1.07% | |
| 25 | IWRISHARES TR | 75,142 | $6.9M | 1.03% | |
| 26 | AAPLAPPLE INC | 27,242 | $5.6M | 0.84% | |
| 27 | JHMLJOHN HANCOCK EXCHANGE TRADED | 64,982 | $4.8M | 0.71% | |
| 28 | FHIFEDERATED HERMES INC | 79,821 | $3.5M | 0.53% | |
| 29 | IVVISHARES TR | 5,555 | $3.4M | 0.52% | |
| 30 | RJFRAYMOND JAMES FINL INC | 21,546 | $3.3M | 0.49% | |
| 31 | PRCHPORCH GROUP INC | 276,683 | $3.3M | 0.49% | |
| 32 | AQLTISHARES TR | 35,290 | $2.9M | 0.44% | |
| 33 | IVWISHARES TR | 26,076 | $2.9M | 0.43% | |
| 34 | VONGVANGUARD SCOTTSDALE FDS | 26,116 | $2.9M | 0.43% | |
| 35 | SCHFSCHWAB STRATEGIC TR | 123,807 | $2.7M | 0.41% | |
| 36 | SPYMSPDR SERIES TRUST | 35,123 | $2.6M | 0.38% | |
| 37 | DSIISHARES TR | 21,863 | $2.5M | 0.38% | |
| 38 | VBRVANGUARD INDEX FDS | 12,350 | $2.4M | 0.36% | |
| 39 | SCHESCHWAB STRATEGIC TR | 79,060 | $2.4M | 0.36% | |
| 40 | PNCPNC FINL SVCS GROUP INC | 11,865 | $2.2M | 0.33% | |
| 41 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | 0.33% | |
| 42 | IVEISHARES TR | 10,970 | $2.1M | 0.32% | |
| 43 | DFACDIMENSIONAL ETF TRUST | 57,831 | $2.1M | 0.31% | |
| 44 | GQ9SPDR GOLD TR | 6,644 | $2.0M | 0.30% | |
| 45 | VTIVANGUARD INDEX FDS | 6,653 | $2.0M | 0.30% | |
| 46 | ETNEATON CORP PLC | 5,569 | $2.0M | 0.30% | |
| 47 | BNBROOKFIELD CORP | 32,107 | $2.0M | 0.30% | |
| 48 | VBVANGUARD INDEX FDS | 8,232 | $1.9M | 0.29% | |
| 49 | JPMJPMORGAN CHASE & CO. | 6,473 | $1.9M | 0.28% | |
| 50 | XOMEXXON MOBIL CORP | 16,070 | $1.7M | 0.26% | |
| 51 | JGROJ P MORGAN EXCHANGE TRADED F | 19,865 | $1.7M | 0.26% | |
| 52 | CBZCBIZ INC | 23,369 | $1.7M | 0.25% | |
| 53 | AKXANSYS INC | 4,707 | $1.7M | 0.25% | |
| 54 | IJHISHARES TR | 22,525 | $1.4M | 0.21% | |
| 55 | GOOGLALPHABET INC | 7,574 | $1.3M | 0.20% | |
| 56 | ESGDISHARES TR | 14,047 | $1.3M | 0.19% | |
| 57 | AMZNAMAZON COM INC | 5,593 | $1.2M | 0.18% | |
| 58 | SCHASCHWAB STRATEGIC TR | 48,002 | $1.2M | 0.18% | |
| 59 | RELYREMITLY GLOBAL INC | 62,848 | $1.2M | 0.18% | |
| 60 | SUSBISHARES TR | 42,694 | $1.1M | 0.16% | |
| 61 | VNQVANGUARD INDEX FDS | 11,538 | $1.0M | 0.15% | |
| 62 | IJJISHARES TR | 7,743 | $956K | 0.14% | |
| 63 | IJKISHARES TR | 10,450 | $950K | 0.14% | |
| 64 | GBTCGRAYSCALE BITCOIN TRUST ETF | 11,185 | $948K | 0.14% | |
| 65 | GOOGALPHABET INC | 5,270 | $934K | 0.14% | |
| 66 | VVISA INC | 2,606 | $925K | 0.14% | |
| 67 | VONVVANGUARD SCOTTSDALE FDS | 10,820 | $921K | 0.14% | |
| 68 | IJSISHARES TR | 8,834 | $878K | 0.13% | |
| 69 | NDQINVESCO QQQ TR | 1,593 | $878K | 0.13% | |
| 70 | TJXTJX COS INC NEW | 7,053 | $870K | 0.13% | |
| 71 | SUSCISHARES TR | 36,619 | $850K | 0.13% | |
| 72 | METAMETA PLATFORMS INC | 1,136 | $838K | 0.13% | |
| 73 | NFLXNETFLIX INC | 613 | $820K | 0.12% | |
| 74 | ORCLORACLE CORP | 3,686 | $805K | 0.12% | |
| 75 | NVDANVIDIA CORPORATION | 5,031 | $794K | 0.12% | |
| 76 | AMGNAMGEN INC | 2,700 | $753K | 0.11% | |
| 77 | GDXVANECK ETF TRUST | 14,249 | $741K | 0.11% | |
| 78 | COSTCOSTCO WHSL CORP NEW | 744 | $736K | 0.11% | |
| 79 | WMTWALMART INC | 7,518 | $735K | 0.11% | |
| 80 | MDYGSPDR SERIES TRUST | 7,939 | $689K | 0.10% | |
| 81 | IWMISHARES TR | 3,131 | $675K | 0.10% | |
| 82 | EFGISHARES TR | 5,884 | $659K | 0.10% | |
| 83 | DONSPDR DOW JONES INDL AVERAGE | 1,462 | $644K | 0.10% | |
| 84 | XLESELECT SECTOR SPDR TR | 7,407 | $628K | 0.09% | |
| 85 | UBERUBER TECHNOLOGIES INC | 6,640 | $619K | 0.09% | |
| 86 | IWOISHARES TR | 2,144 | $612K | 0.09% | |
| 87 | SCHZSCHWAB STRATEGIC TR | 25,443 | $591K | 0.09% | |
| 88 | ESGEISHARES INC | 13,621 | $533K | 0.08% | |
| 89 | TRSTRIMAS CORP | 18,474 | $528K | 0.08% | |
| 90 | MCDMCDONALDS CORP | 1,808 | $528K | 0.08% | |
| 91 | FMNBFARMERS NATIONAL BANC CORP | 37,086 | $511K | 0.08% | |
| 92 | MFCMANULIFE FINL CORP | 15,840 | $506K | 0.08% | |
| 93 | BIPBROOKFIELD INFRAST PARTNERS | 15,057 | $504K | 0.08% | |
| 94 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,029 | $499K | 0.07% | |
| 95 | IJULINNOVATOR ETFS TRUST | 15,436 | $493K | 0.07% | |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 1,561 | $460K | 0.07% | |
| 97 | XLKSELECT SECTOR SPDR TR | 1,799 | $455K | 0.07% | |
| 98 | NEENEXTERA ENERGY INC | 6,483 | $450K | 0.07% | |
| 99 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,712 | $442K | 0.07% | |
| 100 | GTOINVESCO ACTIVELY MANAGED EXC | 9,385 | $440K | 0.07% |
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