13F Insight
DOSSIER · 13F-HR · Q2 2026

Schneider Downs Wealth Management Advisors, LP

$1.1B in tracked AUM across 177 positions as of Q2 2026.

SD
CIK 0001665359 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
177
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Schneider Downs Wealth Management Advisors, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FHI
FEDERATED HERMES INC
$196M3.6M18.4%02
SPDW
SPDR INDEX SHS FDS
$92M1.8M8.6%03
VO
VANGUARD INDEX FDS
$81M1.0M7.6%04
MMIT
NEW YORK LIFE INVTS ACTIVE E
$65M2.7M6.1%05
SCHG
SCHWAB STRATEGIC TR
$57M1.7M5.3%06
IEMG
ISHARES INC
$54M653K5.1%07
SCHX
SCHWAB STRATEGIC TR
$42M1.4M4.0%08
MUB
ISHARES TR
$41M383K3.9%09
VNLA
JANUS DETROIT STR TR
$33M669K3.1%10
IJT
ISHARES TR
$30M169K2.8%

Filing history

2026Q2Jun 30
$1.1B▲ 20.0%
177 positionsView →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 positionsLocked
Showing 12 of 40