Q3 2026 13F · SEC CIK 1665359

Schneider Downs Wealth Management Advisors, LP

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 181
Top holdings a year, 3 yrs: +15.6%
Assets under management: $3.3B

Schneider Downs Wealth Management Advisors, LP is a wealth manager that reported 181 positions worth $1.1B in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Federated Hermes Inc (FHI, 18.4%), Spdr Index Shs Fds (SPDW, 8.6%), Vanguard Index Fds (VO, 7.3%). A portfolio copying its top holdings returned 15.6% a year over the last 3 years, against 22.3% for the S&P 500.

Schneider Downs Wealth Management Advisors, LP holdings largest 50 of 181 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Schneider Downs Wealth Management Advisors, LP 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
FHIFederated Hermes Inc	18.4%	18.4%	3,507,785	-1.2%	$197.7M
SPDWSpdr Index Shs Fds	8.6%	8.6%	1,851,293	+1.6%	$93.0M
VOVanguard Index Fds	7.3%	7.6%	1,002,058	-0.2%	$78.6M
MMITNylim Active ETF Tr	5.6%	6.1%	2,650,672	-0.3%	$60.6M
SCHGSchwab Strategic Tr	5.6%	5.3%	1,685,014	+0.3%	$60.5M
IEMGIshares Inc	5.0%	5.1%	657,078	+0.7%	$53.3M
SCHXSchwab Strategic Tr	4.1%	4.0%	1,460,698	+1.8%	$43.8M
VNLAJanus Detroit Str Tr	3.7%	3.1%	827,602	+23.7%	$40.2M
MUBIshares Tr	3.6%	3.9%	379,930	-0.7%	$38.4M
IJTIshares Tr	2.6%	2.8%	172,527	+1.8%	$27.7M
JPIEJpmorgan Income ETF	2.4%	2.3%	587,198	+10.1%	$26.4M
IWFIshares Tr	1.9%	1.9%	165,424	-0.7%	$20.7M
FBNDFidelity Merrimack Str Tr	1.6%	1.6%	395,583	+4.9%	$17.1M
VEAVanguard Ftse Developed Markets Index Fu	1.5%	1.5%	226,723	+0.8%	$16.0M
VOOVanguard Index Fds	1.5%	1.4%	22,726	+2.7%	$15.9M
SCHMSchwab Strategic Tr	1.4%	1.6%	459,048	+1.6%	$15.6M
FTRBFederated Hermes ETF Trust	1.4%	1.4%	610,130	+5.5%	$14.6M
MSFTMicrosoft Corp	1.3%	0.9%	26,685	+4.9%	$13.7M
IJRIshares Tr	1.3%	1.4%	99,251	+2.0%	$13.5M
AAPLApple Inc	1.2%	1.0%	38,976	+5.9%	$13.0M
VBKVanguard Index Fds	1.0%	1.1%	32,002	-3.4%	$10.8M
SCHVSchwab Strategic Tr	0.8%	0.9%	267,928	-6.1%	$8.9M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	10,842	-3.2%	$8.3M
IWRIshares Tr	0.7%	0.8%	74,139	-0.3%	$7.9M
FEGERbb Fund Trust	0.6%	0.6%	139,199	+16.0%	$7.0M
VTEBVanguard Mun Bd Fds	0.6%	0.7%	134,024	-5.0%	$6.3M
EFAIshares Tr	0.6%	0.6%	60,593	-0.9%	$6.3M
JHMLJohn Hancock Exchange Traded	0.6%	0.5%	67,538	+4.5%	$6.0M
IVVIshares Tr	0.5%	0.5%	7,221	-1.8%	$5.5M
PRCHPorch Group Inc	0.4%	0.4%	275,226	+0.4%	$4.6M
VBRVanguard Index Fds	0.4%	0.4%	18,902	+6.1%	$4.4M
IEFAIshares Tr	0.3%	0.4%	38,646	-1.3%	$3.7M
GOOGLAlphabet Inc	0.3%	0.3%	10,644	+5.4%	$3.7M
GLDSpdr Gold Tr	0.3%	0.3%	9,187	+22.0%	$3.5M
IVWIshares Tr	0.3%	0.3%	24,365	-3.6%	$3.5M
RJFRaymond James Finl Inc	0.3%	0.3%	21,846	+0.0%	$3.5M
SCHFSchwab Strategic Tr	0.3%	0.3%	119,301	-0.2%	$3.3M
VONGVanguard Scottsdale Fds	0.3%	0.3%	24,821	-0.9%	$3.2M
DSIIshares Tr	0.3%	0.3%	21,863	+0.0%	$3.2M
AMZNAmazon Com Inc	0.3%	0.2%	12,541	+15.6%	$3.1M
SPLGSpdr Series Trust	0.3%	0.3%	34,566	+0.0%	$3.1M
JPMJpmorgan Chase & Co	0.3%	0.3%	9,258	+4.2%	$3.1M
GOOGAlphabet Inc	0.3%	0.3%	8,728	+4.6%	$3.0M
VTIVanguard Index Fds	0.3%	0.3%	7,626	-0.1%	$2.9M
XOMExxonmobil Holdings Corp	0.3%	—	17,456	—	$2.8M
PNCPnc Finl Svcs Group Inc	0.3%	0.3%	12,227	+0.3%	$2.7M
DFACDimensional ETF Trust	0.2%	0.2%	57,831	+0.0%	$2.6M
IVEIshares Tr	0.2%	0.2%	10,893	+0.0%	$2.5M
NVDANvidia Corporation	0.2%	—	10,435	—	$2.4M
VBVanguard Index Fds	0.2%	0.2%	8,103	-3.2%	$2.3M

What Schneider Downs Wealth Management Advisors, LP bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.8% /yr; S&P 500 +11.7%
3 years: +15.6% /yr; S&P 500 +22.3%
5 years: +6.0% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.1B	181
Q2 2026	$1.1B	177
Q1 2026	$906.8M	156
Q4 2025	$887.1M	156
Q3 2025	$842.7M	148
Q2 2025	$668.8M	146
Q1 2025	$552.1M	141
Q4 2024	$531.6M	138
Q3 2024	$488.6M	143
Q2 2024	$449.4M	131
Q1 2024	$433.7M	136
Q4 2023	$384.5M	121

Questions about Schneider Downs Wealth Management Advisors, LP's portfolio

What stocks does Schneider Downs Wealth Management Advisors, LP own?

Schneider Downs Wealth Management Advisors, LP's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 181 positions worth $1.1B. The largest are Federated Hermes Inc (FHI) at 18.4%, Spdr Index Shs Fds (SPDW) at 8.6%, Vanguard Index Fds (VO) at 7.3%, Nylim Active ETF Tr (MMIT) at 5.6% and Schwab Strategic Tr (SCHG) at 5.6%.

What did Schneider Downs Wealth Management Advisors, LP buy last quarter?

In Q3 2026, Schneider Downs Wealth Management Advisors, LP added Janus Detroit Str Tr (VNLA) (+23.7% shares), Spdr Gold Tr (GLD) (+22.0% shares) and Rbb Fund Trust (FEGE) (+16.0% shares), compared with its Q2 2026 filing.

What did Schneider Downs Wealth Management Advisors, LP sell last quarter?

In Q3 2026, Schneider Downs Wealth Management Advisors, LP cut from its top 50 Nyli Mackay Muni Insured ETF (MMIN), cut from its top 50 Exxon Mobil Corp (XOM), Schwab Strategic Tr (SCHV) (-6.1% shares) and Vanguard Mun Bd Fds (VTEB) (-5.0% shares), compared with its Q2 2026 filing.

How has Schneider Downs Wealth Management Advisors, LP's portfolio performed?

A portfolio copying Schneider Downs Wealth Management Advisors, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.6% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +9.8% against +11.7%. Over 5 years: +6.0% a year against +10.6%.

When is Schneider Downs Wealth Management Advisors, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Schneider Downs Wealth Management Advisors, LP's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Schneider Downs Wealth Management Advisors, LP manage?

Schneider Downs Wealth Management Advisors, LP reported $3.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.