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% HeldSPDW SPDR Index SHS FDS 8.6% HeldVO Vanguard Index FDS 7.3% HeldMMIT Nylim Active ETF Tr 5.6% HeldSCHG Schwab Strategic Tr 5.6% HeldIEMG iShares Inc 5.0% HeldSCHX Schwab Strategic Tr 4.1% HeldVNLA Janus Detroit STR Tr 3.7% Added +24%MUB iShares Tr 3.6% HeldIJT iShares Tr 2.6% HeldJPIE J P Morgan Exchange Traded F 2.4% Added +10%IWF iShares Tr 1.9% Held
What changed