Schneider Downs Wealth Management Advisors, LP Portfolio Holdings

Schneider Downs Wealth Management Advisors, LP

  • $815 Million
  • Q3 2025

Schneider Downs Wealth Management Advisors, LP has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $815 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Federated Hermes, Inc. with a value of $138M, Spdr Ser Tr Fds Spdr Portfolio with a value of $73.8M, Vanguard Mid Cap ETF with a value of $70M, Indexiq Active ETF Tr Iq Macka with a value of $54.5M, and Schwab Strategic Tr Us Large C with a value of $51.2M.

Examining the 13F form we can see an increase of $166M in the current position value, from $649M to 815M.

Below you can find more details about Schneider Downs Wealth Management Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $815 Million
ETFs: $602 Million
Financial Services: $153 Million
Technology: $22.8 Million
Communication Services: $4.98 Million
Consumer Cyclical: $4.49 Million
Industrials: $3.07 Million
Consumer Defensive: $2.69 Million
Healthcare: $2.08 Million
Other: $3.38 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.8 Million 9.05% of portfolio
1,725,265
Q3 2025 Added 2.76%
$0
$70 Million 8.58% of portfolio
238,178
Q3 2025 Reduced 0.6%
$0
$54.5 Million 6.68% of portfolio
2,242,166
Q3 2025 Added 21.97%
$0
$51.2 Million 6.28% of portfolio
1,603,876
Q3 2025 Reduced 2.24%
$0
$37.1 Million 4.55% of portfolio
1,407,417
Q3 2025 Reduced 9.21%
$0
$33.4 Million 4.09% of portfolio
313,542
Q3 2025 Added 10.31%
$0
$32.1 Million 3.94% of portfolio
598,279
Q3 2025 Added 3.34%
$0
$26.3 Million 3.22% of portfolio
532,894
Q3 2025 Added 3.79%
$0
$22.3 Million 2.73% of portfolio
157,583
Q3 2025 Added 3.56%
$0
$19.4 Million 2.37% of portfolio
41,333
Q3 2025 Reduced 7.4%
$0
$17 Million 2.08% of portfolio
365,251
Q3 2025 Added 9.97%
$0
$14 Million 1.71% of portfolio
301,703
Q3 2025 Added 15.64%
$0
$13.1 Million 1.61% of portfolio
219,170
Q3 2025 Reduced 11.58%
$0
$13.1 Million 1.6% of portfolio
441,180
Q3 2025 Reduced 1.1%
$0
$12.7 Million 1.56% of portfolio
20,761
Q3 2025 Added 0.28%
$0
$12 Million 1.47% of portfolio
100,751
Q3 2025 Reduced 0.69%
$0
$8.54 Million 1.05% of portfolio
293,421
Q3 2025 Reduced 0.86%
$0
$7.62 Million 0.93% of portfolio
11,441
Q3 2025 Reduced 0.96%
$0
$7.61 Million 0.93% of portfolio
151,988
Q3 2025 Reduced 7.7%
$0
$7.25 Million 0.89% of portfolio
75,142
Q2 2025 Reduced 0.32%
$0
$5.67 Million 0.7% of portfolio
60,718
Q3 2025 Reduced 28.83%
$0
$5.02 Million 0.62% of portfolio
64,106
Q3 2025 Reduced 1.35%
$0
$3.59 Million 0.44% of portfolio
5,371
Q3 2025 Reduced 3.31%
$0
$3.15 Million 0.39% of portfolio
26,116
Q2 2025 Added 192.16%
$0
$3.14 Million 0.38% of portfolio
25,980
Q3 2025 Reduced 0.37%
$0
$2.84 Million 0.35% of portfolio
121,959
Q3 2025 Reduced 1.49%
$0
$2.75 Million 0.34% of portfolio
21,863
Q1 2025 Reduced 3.17%
$0
$2.68 Million 0.33% of portfolio
12,832
Q3 2025 Added 3.9%
$0
$2.66 Million 0.33% of portfolio
30,477
Q3 2025 Reduced 13.64%
$0
$2.73 Million 0.33% of portfolio
34,814
Q3 2025 Reduced 0.88%
$0
$2.64 Million 0.32% of portfolio
110,927
Q3 2025 Reduced 69.59%
$130B
$2.34 Million 0.29% of portfolio
6,571
Q3 2025 Reduced 1.1%
$0
$2.25 Million 0.28% of portfolio
10,893
Q3 2025 Reduced 0.7%
$0
$2.18 Million 0.27% of portfolio
6,653
Q1 2025 Added 3.74%
$0
$2.23 Million 0.27% of portfolio
57,831
Q2 2025 New
$0
$2.06 Million 0.25% of portfolio
61,765
Q3 2025 Reduced 21.88%
$0
$2.03 Million 0.25% of portfolio
7,971
Q3 2025 Reduced 3.17%
$0
$1.46 Million 0.18% of portfolio
22,437
Q3 2025 Reduced 0.39%
$0
$1.31 Million 0.16% of portfolio
14,047
Q2 2025 Added 14.87%
$0
$1.32 Million 0.16% of portfolio
47,247
Q3 2025 Reduced 1.57%
$0
$1.11 Million 0.14% of portfolio
43,839
Q3 2025 Added 2.68%
$0
$1.06 Million 0.13% of portfolio
11,568
Q3 2025 Added 0.26%
$0
$1.09 Million 0.13% of portfolio
14,249
Q2 2024 Reduced 9.19%
$0
$966,000 0.12% of portfolio
10,820
Q2 2025 Added 222.41%
$0
$1 Million 0.12% of portfolio
7,743
Q2 2025 Added 102.27%
$0
$1 Million 0.12% of portfolio
10,464
Q3 2025 Added 0.13%
$0
$978,000 0.12% of portfolio
8,852
Q3 2025 Added 0.2%
$0
$931,000 0.11% of portfolio
1,551
Q3 2025 Reduced 2.64%
$0
$916,000 0.11% of portfolio
38,911
Q3 2025 Added 6.26%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $815 Million
  • Prior Value $649 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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