13F Insight
DOSSIER · 13F-HR · Q4 2025

Schneider Downs Wealth Management Advisors, LP

$887M in tracked AUM across 156 positions as of Q4 2025.

SD
CIK 0001665359 · last filed Dec 31, 2025
Total AUM
$887M
as of Q4 2025
Holdings
156
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Schneider Downs Wealth Management Advisors, LP filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
FHI
FEDERATED HERMES INC
$139M2.7M15.6%02
SPDW
SPDR INDEX SHS FDS
$79M1.8M8.9%03
VO
VANGUARD INDEX FDS
$70M243K7.9%04
MMIT
NEW YORK LIFE INVTS ACTIVE E
$59M2.4M6.7%05
SCHG
SCHWAB STRATEGIC TR
$52M1.6M5.9%06
IEMG
ISHARES INC
$42M620K4.7%07
SCHX
SCHWAB STRATEGIC TR
$38M1.4M4.3%08
MUB
ISHARES TR
$36M341K4.1%09
VNLA
JANUS DETROIT STR TR
$35M709K3.9%10
IJT
ISHARES TR
$23M160K2.5%

Filing history

2025Q4Dec 31
$887M▲ 5.3%
156 positionsView →2025Q3Sep 30
$843M▲ 26.0%
148 positionsView →2025Q2Jun 30
$669M▲ 21.2%
146 positionsLocked2025Q1Mar 31
$552M▲ 3.8%
141 positionsLocked2024Q4Dec 31
$532M▲ 8.8%
145 positionsLocked2024Q3Sep 30
$489M▲ 8.7%
146 positionsLocked2024Q2Jun 30
$449M▲ 3.6%
133 positionsLocked2024Q1Mar 31
$434M▲ 12.8%
136 positionsLocked2023Q4Dec 31
$385M▼ 10.9%
121 positionsLocked2023Q3Sep 30
$432M▼ 1.4%
108 positionsLocked2023Q2Jun 30
$438M▼ 10.1%
111 positionsLocked2023Q1Mar 31
$487M▲ 6.7%
115 positionsLocked
Showing 12 of 39