Schneider Downs Wealth Management Advisors, LP Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$842.7M
Holdings
148
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FHIFEDERATED HERMES INC | 2,657,263 | $138.0M | 16.37% | |
| 2 | SPDWSPDR INDEX SHS FDS | 1,725,265 | $73.8M | 8.76% | |
| 3 | VOVANGUARD INDEX FDS | 238,178 | $70.0M | 8.30% | |
| 4 | MMITNEW YORK LIFE INVTS ACTIVE E | 2,242,166 | $54.5M | 6.47% | |
| 5 | SCHGSCHWAB STRATEGIC TR | 1,603,876 | $51.2M | 6.07% | |
| 6 | IEMGISHARES INC | 598,279 | $39.4M | 4.68% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 1,407,417 | $37.1M | 4.40% | |
| 8 | MUBISHARES TR | 313,542 | $33.4M | 3.96% | |
| 9 | VNLAJANUS DETROIT STR TR | 532,894 | $26.3M | 3.12% | |
| 10 | IJTISHARES TR | 157,583 | $22.3M | 2.65% | |
| 11 | IWFISHARES TR | 41,333 | $19.4M | 2.30% | |
| 12 | JPIEJ P MORGAN EXCHANGE TRADED F | 365,251 | $17.0M | 2.01% | |
| 13 | FBNDFIDELITY MERRIMACK STR TR | 301,703 | $13.9M | 1.66% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 219,170 | $13.1M | 1.56% | |
| 15 | SCHMSCHWAB STRATEGIC TR | 441,180 | $13.1M | 1.55% | |
| 16 | VOOVANGUARD INDEX FDS | 20,761 | $12.7M | 1.51% | |
| 17 | IJRISHARES TR | 100,751 | $12.0M | 1.42% | |
| 18 | FTRBFEDERATED HERMES ETF TRUST | 420,950 | $10.7M | 1.27% | |
| 19 | VBKVANGUARD INDEX FDS | 33,021 | $9.8M | 1.17% | |
| 20 | SCHVSCHWAB STRATEGIC TR | 293,421 | $8.5M | 1.01% | |
| 21 | SPYSPDR S&P 500 ETF TR | 11,441 | $7.6M | 0.90% | |
| 22 | VTEBVANGUARD MUN BD FDS | 151,988 | $7.6M | 0.90% | |
| 23 | AAPLAPPLE INC | 28,918 | $7.4M | 0.87% | |
| 24 | IWRISHARES TR | 75,142 | $7.3M | 0.86% | |
| 25 | EFAISHARES TR | 60,718 | $5.7M | 0.67% | |
| 26 | MSFTMICROSOFT CORP | 10,754 | $5.6M | 0.66% | |
| 27 | JHMLJOHN HANCOCK EXCHANGE TRADED | 64,106 | $5.0M | 0.60% | |
| 28 | PRCHPORCH GROUP INC | 274,816 | $4.6M | 0.55% | |
| 29 | RJFRAYMOND JAMES FINL INC | 21,588 | $3.7M | 0.44% | |
| 30 | IVVISHARES TR | 5,371 | $3.6M | 0.43% | |
| 31 | FEGERBB FUND TRUST | 73,949 | $3.3M | 0.39% | |
| 32 | VONGVANGUARD SCOTTSDALE FDS | 26,116 | $3.1M | 0.37% | |
| 33 | IVWISHARES TR | 25,980 | $3.1M | 0.37% | |
| 34 | SCHFSCHWAB STRATEGIC TR | 121,959 | $2.8M | 0.34% | |
| 35 | DSIISHARES TR | 21,863 | $2.8M | 0.33% | |
| 36 | SPYMSPDR SERIES TRUST | 34,814 | $2.7M | 0.32% | |
| 37 | VBRVANGUARD INDEX FDS | 12,832 | $2.7M | 0.32% | |
| 38 | AQLTISHARES TR | 30,477 | $2.7M | 0.32% | |
| 39 | MMINNEW YORK LIFE INVTS ACTIVE E | 110,927 | $2.6M | 0.31% | |
| 40 | PNCPNC FINL SVCS GROUP INC | 11,865 | $2.4M | 0.28% | |
| 41 | GQ9SPDR GOLD TR | 6,571 | $2.3M | 0.28% | |
| 42 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.27% | |
| 43 | IVEISHARES TR | 10,893 | $2.2M | 0.27% | |
| 44 | DFACDIMENSIONAL ETF TRUST | 57,831 | $2.2M | 0.26% | |
| 45 | JPMJPMORGAN CHASE & CO. | 6,996 | $2.2M | 0.26% | |
| 46 | BNBROOKFIELD CORP | 32,157 | $2.2M | 0.26% | |
| 47 | VTIVANGUARD INDEX FDS | 6,653 | $2.2M | 0.26% | |
| 48 | SCHESCHWAB STRATEGIC TR | 61,765 | $2.1M | 0.24% | |
| 49 | GOOGLALPHABET INC | 8,460 | $2.1M | 0.24% | |
| 50 | VBVANGUARD INDEX FDS | 7,971 | $2.0M | 0.24% | |
| 51 | XOMEXXON MOBIL CORP | 16,591 | $1.9M | 0.22% | |
| 52 | JGROJ P MORGAN EXCHANGE TRADED F | 19,865 | $1.9M | 0.22% | |
| 53 | AMZNAMAZON COM INC | 6,788 | $1.5M | 0.18% | |
| 54 | IJHISHARES TR | 22,437 | $1.5M | 0.17% | |
| 55 | NVDANVIDIA CORPORATION | 7,635 | $1.4M | 0.17% | |
| 56 | SCHASCHWAB STRATEGIC TR | 47,247 | $1.3M | 0.16% | |
| 57 | ESGDISHARES TR | 14,047 | $1.3M | 0.15% | |
| 58 | GOOGALPHABET INC | 5,305 | $1.3M | 0.15% | |
| 59 | CBZCBIZ INC | 23,215 | $1.2M | 0.15% | |
| 60 | SUSBISHARES TR | 43,839 | $1.1M | 0.13% | |
| 61 | GDXVANECK ETF TRUST | 14,249 | $1.1M | 0.13% | |
| 62 | VVISA INC | 3,172 | $1.1M | 0.13% | |
| 63 | VNQVANGUARD INDEX FDS | 11,568 | $1.1M | 0.13% | |
| 64 | ORCLORACLE CORP | 3,686 | $1.0M | 0.12% | |
| 65 | RELYREMITLY GLOBAL INC | 62,848 | $1.0M | 0.12% | |
| 66 | TJXTJX COS INC NEW | 7,061 | $1.0M | 0.12% | |
| 67 | IJJISHARES TR | 7,743 | $1.0M | 0.12% | |
| 68 | GBTCGRAYSCALE BITCOIN TRUST ETF | 11,185 | $1.0M | 0.12% | |
| 69 | IJKISHARES TR | 10,464 | $1.0M | 0.12% | |
| 70 | IJSISHARES TR | 8,852 | $978K | 0.12% | |
| 71 | VONVVANGUARD SCOTTSDALE FDS | 10,820 | $966K | 0.11% | |
| 72 | NDQINVESCO QQQ TR | 1,551 | $931K | 0.11% | |
| 73 | METAMETA PLATFORMS INC | 1,251 | $918K | 0.11% | |
| 74 | SUSCISHARES TR | 38,911 | $916K | 0.11% | |
| 75 | WMTWALMART INC | 7,524 | $775K | 0.09% | |
| 76 | AMGNAMGEN INC | 2,700 | $761K | 0.09% | |
| 77 | IWMISHARES TR | 3,093 | $748K | 0.09% | |
| 78 | MDYGSPDR SERIES TRUST | 7,939 | $726K | 0.09% | |
| 79 | COSTCOSTCO WHSL CORP NEW | 772 | $714K | 0.08% | |
| 80 | NFLXNETFLIX INC | 596 | $714K | 0.08% | |
| 81 | TRSTRIMAS CORP | 18,474 | $713K | 0.08% | |
| 82 | ETNEATON CORP PLC | 1,815 | $679K | 0.08% | |
| 83 | DONSPDR DOW JONES INDL AVERAGE | 1,462 | $677K | 0.08% | |
| 84 | UBERUBER TECHNOLOGIES INC | 6,840 | $670K | 0.08% | |
| 85 | EFGISHARES TR | 5,884 | $670K | 0.08% | |
| 86 | XLESELECT SECTOR SPDR TR | 7,407 | $661K | 0.08% | |
| 87 | ESGEISHARES INC | 13,621 | $591K | 0.07% | |
| 88 | SCHZSCHWAB STRATEGIC TR | 25,182 | $591K | 0.07% | |
| 89 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,159 | $582K | 0.07% | |
| 90 | FMNBFARMERS NATIONAL BANC CORP | 37,086 | $534K | 0.06% | |
| 91 | 6RJ0ROCKET LAB CORP | 11,000 | $527K | 0.06% | |
| 92 | MCDMCDONALDS CORP | 1,730 | $525K | 0.06% | |
| 93 | NEENEXTERA ENERGY INC | 6,825 | $515K | 0.06% | |
| 94 | XLKSELECT SECTOR SPDR TR | 1,800 | $507K | 0.06% | |
| 95 | IJULINNOVATOR ETFS TRUST | 15,436 | $504K | 0.06% | |
| 96 | JNJJOHNSON & JOHNSON | 2,686 | $498K | 0.06% | |
| 97 | BIPBROOKFIELD INFRAST PARTNERS | 15,057 | $495K | 0.06% | |
| 98 | MFCMANULIFE FINL CORP | 15,840 | $493K | 0.06% | |
| 99 | HDHOME DEPOT INC | 1,188 | $481K | 0.06% | |
| 100 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,712 | $470K | 0.06% |
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