account_balance
Investment manager · 13F filer · SEC CIK 1665359
Schneider Downs Wealth Management Advisors, LP
Reported value$1.08Bas of Sep 30, 2026
Positions181 11 new, 7 sold out
Top 10 weight64.4%FHI alone is 18%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FHIFederated Hermes Inc
18.4%
SPDWSPDR Index SHS FDS
8.6%
VOVanguard Index FDS
7.3%
MMITNylim Active ETF Tr
5.6%
SCHGSchwab Strategic Tr
5.6%
IEMGiShares Inc
5.0%
SCHXSchwab Strategic Tr
4.1%
VNLAJanus Detroit STR Tr
3.7%Added +24%
MUBiShares Tr
3.6%
IJTiShares Tr
2.6%
JPIEJ P Morgan Exchange Traded F
2.4%Added +10%
IWF1.9%
FHIFederated Hermes Inc
18.4%
SPDW8.6%
VO7.3%
MMIT5.6%
SCHG5.6%
IEMG5.0%
SCHX4.1%
VNLA3.7%
MUB3.6%
IJT2.6%
JPIE2.4%
IWF1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FHI Federated Hermes Inc 18.4% Held
SPDW SPDR Index SHS FDS 8.6% Held
VO Vanguard Index FDS 7.3% Held
MMIT Nylim Active ETF Tr 5.6% Held
SCHG Schwab Strategic Tr 5.6% Held
IEMG iShares Inc 5.0% Held
SCHX Schwab Strategic Tr 4.1% Held
VNLA Janus Detroit STR Tr 3.7% Added +24%
MUB iShares Tr 3.6% Held
IJT iShares Tr 2.6% Held
JPIE J P Morgan Exchange Traded F 2.4% Added +10%
IWF iShares Tr 1.9% Held
What changed