Schneider Downs Wealth Management Advisors, LP

13F filer · CIK 0001665359

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$1.06BU.S. long equity reported on 13F

Positions8916 new · 3 closed

Net flow last quarter+$61.8MBuys minus sells

Top 10 positions weight23.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202689 positions
FHIFederated Hermes, Inc.	$196M	18.43%	Not reported	+30.2%	Q4 2015
AAPLApple Inc.	$10.6M	1.00%	0.00%	+9.1%	Q4 2015
MSFTMicrosoft Corp	$9.49M	0.89%	0.00%	+100.2%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$8.36M	0.79%	Not reported	-1.3%	Q2 2018
PRCHPorch Group, Inc.	$4.12M	0.39%	0.21%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$3.61M	0.34%	0.00%	+8.3%	Q3 2018
RJFRaymond James Financial Inc	$3.32M	0.31%	0.01%	+1.4%	Q2 2022
PNCPNC Financial Services Group, Inc.	$3M	0.28%	0.00%	+3.2%	Q2 2018
GOOGAlphabet Inc.	$2.95M	0.28%	Not reported	-0.4%	Q1 2021
JPMJPMorgan Chase & Co	$2.91M	0.27%	0.00%	+0.2%	Q1 2020
GLDSPDR Gold Trust	$2.77M	0.26%	0.00%	+10.7%	Q1 2017
AMZNAmazon Com Inc	$2.59M	0.24%	0.00%	+10.0%	Q1 2020
XOMExxonMobil Holdings Corp	$2.31M	0.22%	0.00%	+766.3%	Q3 2018
BRK.ABerkshire Hathaway Inc	$2.25M	0.21%	Not reported	Not reported	Q1 2025
BNBROOKFIELD Corp	$2.05M	0.19%	Not reported	Not reported	Q4 2022
ETNEaton Corp plc	$2.04M	0.19%	0.00%	+168.7%	Q2 2019
NVDANvidia Corp	$1.67M	0.16%	0.00%	+7.9%	Q2 2021
RELYRemitly Global, Inc.	$1.41M	0.13%	0.03%	Not reported	Q4 2022
TJXTJX Companies Inc	$1.38M	0.13%	0.00%	+3.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.2M	0.11%	Not reported	+0.9%	Q1 2019
RKLBRocket Lab Corp	$1.18M	0.11%	0.00%	+5.3%	Q3 2024
WMTWalmart Inc.	$1.12M	0.11%	0.00%	-1.0%	Q1 2020
COSTCostco Wholesale Corp	$1.1M	0.10%	0.00%	+0.9%	Q2 2019
CATCaterpillar Inc	$1.08M	0.10%	0.00%	+0.2%	Q4 2025
VVisa Inc.	$1.04M	0.10%	0.00%	-4.5%	Q1 2020
BRK.BBerkshire Hathaway Inc	$1.03M	0.10%	Not reported	+81.9%	Q3 2020
AVGOBroadcom Inc.	$1.03M	0.10%	0.00%	+29.3%	Q1 2021
METAMeta Platforms, Inc.	$991K	0.09%	Not reported	Not reported	Q1 2021
AMGNAmgen Inc	$952K	0.09%	0.00%	+75.2%	Q1 2020
JNJJohnson & Johnson	$941K	0.09%	0.00%	+7.8%	Q2 2018
AMDAdvanced Micro Devices Inc	$850K	0.08%	0.00%	New	Q2 2026
TRSTrimas Corp	$832K	0.08%	0.05%	Not reported	Q4 2018
PKOHPark Ohio Holdings Corp	$827K	0.08%	0.15%	Not reported	Q4 2022
SLDESlide Insurance Holdings, Inc.	$783K	0.07%	0.04%	Not reported	Q1 2026
CBZCBIZ, Inc.	$748K	0.07%	0.04%	+0.4%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$697K	0.07%	Not reported	-6.0%	Q4 2019
ASMLAsml Holding NV	$688K	0.06%	0.00%	+11.6%	Q4 2025
GBTCGrayscale Bitcoin Trust ETF	$657K	0.06%	0.01%	-2.3%	Q1 2024
MFCManulife Financial Corp	$642K	0.06%	Not reported	Not reported	Q3 2023
ABBVAbbVie Inc.	$630K	0.06%	0.00%	Not reported	Q1 2020
CSCOCisco Systems, Inc.	$613K	0.06%	0.00%	-6.8%	Q1 2020
NEENextera Energy Inc	$600K	0.06%	0.00%	Not reported	Q2 2019
RTXRTX Corp	$579K	0.05%	0.00%	-7.5%	Q1 2021
BIPBrookfield Infrastructure Partners L.P.	$549K	0.05%	Not reported	Not reported	Q1 2017
ORCLOracle Corp	$545K	0.05%	0.00%	+1.0%	Q3 2019
LRCXLam Research Corp	$539K	0.05%	0.00%	New	Q2 2026
BNYBank of New York Mellon Corp	$527K	0.05%	0.00%	+6.2%	Q4 2020
MUMicron Technology Inc	$522K	0.05%	0.00%	New	Q2 2026
UBERUber Technologies, Inc	$482K	0.05%	0.00%	-14.9%	Q3 2024
TSLATesla, Inc.	$474K	0.04%	0.00%	Not reported	Q4 2021

Q1 2026Reported May 15, 202676 positions
FHIFederated Hermes, Inc.	$155M	17.06%	Not reported	+2.4%	Q4 2015
AAPLApple Inc.	$8.56M	0.94%	0.00%	-0.6%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$7.38M	0.81%	Not reported	+0.8%	Q2 2018
MSFTMicrosoft Corp	$4.7M	0.52%	0.00%	-4.6%	Q4 2015
RJFRaymond James Financial Inc	$3.12M	0.34%	0.01%	-0.2%	Q2 2022
GLDSPDR Gold Trust	$2.93M	0.32%	0.00%	+3.5%	Q1 2017
GOOGLAlphabet Inc.	$2.68M	0.30%	0.00%	+0.1%	Q3 2018
JPMJPMorgan Chase & Co	$2.61M	0.29%	0.00%	-1.3%	Q1 2020
PNCPNC Financial Services Group, Inc.	$2.46M	0.27%	0.00%	0.0%	Q2 2018
GOOGAlphabet Inc.	$2.4M	0.27%	Not reported	+0.8%	Q1 2021
BRK.ABerkshire Hathaway Inc	$2.15M	0.24%	Not reported	Not reported	Q1 2025
AMZNAmazon Com Inc	$2.05M	0.23%	0.00%	+1.2%	Q1 2020
PRCHPorch Group, Inc.	$1.97M	0.22%	0.22%	-0.2%	Q4 2022
BNBROOKFIELD Corp	$1.95M	0.22%	Not reported	Not reported	Q4 2022
TJXTJX Companies Inc	$1.4M	0.15%	0.00%	0.0%	Q4 2020
NVDANvidia Corp	$1.35M	0.15%	0.00%	+1.3%	Q2 2021
WMTWalmart Inc.	$1.24M	0.14%	0.00%	-0.1%	Q1 2020
COSTCostco Wholesale Corp	$1.17M	0.13%	0.00%	Not reported	Q2 2019
METAMeta Platforms, Inc.	$1.01M	0.11%	Not reported	+35.9%	Q1 2021
RELYRemitly Global, Inc.	$985K	0.11%	0.03%	Not reported	Q4 2022
VVisa Inc.	$959K	0.11%	0.00%	-0.1%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$936K	0.10%	Not reported	-0.4%	Q1 2019
JNJJohnson & Johnson	$840K	0.09%	0.00%	-0.1%	Q2 2018
GBTCGrayscale Bitcoin Trust ETF	$779K	0.09%	0.01%	+18.8%	Q1 2024
SLDESlide Insurance Holdings, Inc.	$728K	0.08%	0.03%	New	Q1 2026
CATCaterpillar Inc	$719K	0.08%	0.00%	Not reported	Q4 2025
RKLBRocket Lab Corp	$708K	0.08%	0.00%	Not reported	Q3 2024
TRSTrimas Corp	$664K	0.07%	0.05%	Not reported	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$657K	0.07%	Not reported	Not reported	Q4 2019
AVGOBroadcom Inc.	$651K	0.07%	0.00%	-19.1%	Q1 2021
RTXRTX Corp	$637K	0.07%	0.00%	+5.0%	Q1 2021
ETNEaton Corp plc	$637K	0.07%	0.00%	-1.9%	Q2 2019
NEENextera Energy Inc	$635K	0.07%	0.00%	-0.1%	Q2 2019
CBZCBIZ, Inc.	$623K	0.07%	0.04%	Not reported	Q4 2018
NFLXNetflix Inc	$573K	0.06%	0.00%	-0.3%	Q3 2024
UBERUber Technologies, Inc	$564K	0.06%	0.00%	+14.6%	Q3 2024
MFCManulife Financial Corp	$546K	0.06%	Not reported	Not reported	Q3 2023
ABBVAbbVie Inc.	$545K	0.06%	0.00%	-0.2%	Q1 2020
BRK.BBerkshire Hathaway Inc	$544K	0.06%	Not reported	Not reported	Q3 2020
BIPBrookfield Infrastructure Partners L.P.	$544K	0.06%	Not reported	Not reported	Q1 2017
ORCLOracle Corp	$542K	0.06%	0.00%	-0.2%	Q3 2019
MCDMcdonalds Corp	$538K	0.06%	0.00%	-0.1%	Q1 2024
AMGNAmgen Inc	$528K	0.06%	0.00%	Not reported	Q1 2020
SLViShares Silver Trust	$445K	0.05%	0.00%	Not reported	Q2 2025
CSCOCisco Systems, Inc.	$435K	0.05%	0.00%	-0.2%	Q1 2020
PEPPepsico Inc	$419K	0.05%	0.00%	-0.2%	Q1 2020
ASMLAsml Holding NV	$409K	0.05%	0.00%	Not reported	Q4 2025
BNYBank of New York Mellon Corp	$407K	0.04%	0.00%	-0.3%	Q4 2020
MRKMerck & Co., Inc.	$365K	0.04%	0.00%	-0.2%	Q3 2020
HDHome Depot, Inc.	$358K	0.04%	0.00%	+0.1%	Q2 2020

Q4 2025Reported Feb 12, 202677 positions
FHIFederated Hermes, Inc.	$139M	15.63%	Not reported	+0.2%	Q4 2015
AAPLApple Inc.	$9.23M	1.04%	0.00%	+17.4%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$7.67M	0.86%	Not reported	-1.7%	Q2 2018
MSFTMicrosoft Corp	$6.44M	0.73%	0.00%	+23.8%	Q4 2015
RJFRaymond James Financial Inc	$3.47M	0.39%	0.01%	Not reported	Q2 2022
GOOGLAlphabet Inc.	$2.92M	0.33%	0.00%	+10.3%	Q3 2018
JPMJPMorgan Chase & Co	$2.9M	0.33%	0.00%	+28.5%	Q1 2020
GOOGAlphabet Inc.	$2.61M	0.29%	Not reported	+56.7%	Q1 2021
GLDSPDR Gold Trust	$2.6M	0.29%	0.00%	Not reported	Q1 2017
PRCHPorch Group, Inc.	$2.51M	0.28%	0.22%	Not reported	Q4 2022
PNCPNC Financial Services Group, Inc.	$2.47M	0.28%	0.00%	-0.4%	Q2 2018
BRK.ABerkshire Hathaway Inc	$2.26M	0.26%	Not reported	Not reported	Q1 2025
AMZNAmazon Com Inc	$2.25M	0.25%	0.00%	+43.5%	Q1 2020
BNBROOKFIELD Corp	$2.21M	0.25%	Not reported	0.0%	Q4 2022
NVDANvidia Corp	$1.42M	0.16%	0.00%	-0.1%	Q2 2021
TJXTJX Companies Inc	$1.35M	0.15%	0.00%	+24.1%	Q4 2020
CBZCBIZ, Inc.	$1.17M	0.13%	0.04%	Not reported	Q4 2018
WMTWalmart Inc.	$1.12M	0.13%	0.00%	+33.1%	Q1 2020
VVisa Inc.	$1.11M	0.13%	0.00%	+0.1%	Q1 2020
COSTCostco Wholesale Corp	$1.01M	0.11%	0.00%	+51.7%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$1M	0.11%	Not reported	+5.0%	Q1 2019
AVGOBroadcom Inc.	$900K	0.10%	0.00%	Not reported	Q1 2021
RELYRemitly Global, Inc.	$867K	0.10%	0.03%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$855K	0.10%	Not reported	+3.5%	Q1 2021
GBTCGrayscale Bitcoin Trust ETF	$850K	0.10%	0.01%	+11.1%	Q1 2024
RKLBRocket Lab Corp	$769K	0.09%	0.00%	+0.2%	Q3 2024
ORCLOracle Corp	$720K	0.08%	0.00%	+0.2%	Q3 2019
JNJJohnson & Johnson	$712K	0.08%	0.00%	+28.1%	Q2 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$682K	0.08%	Not reported	-2.9%	Q4 2019
TRSTrimas Corp	$655K	0.07%	0.05%	Not reported	Q4 2018
CATCaterpillar Inc	$581K	0.07%	0.00%	New	Q4 2025
ETNEaton Corp plc	$578K	0.07%	0.00%	Not reported	Q2 2019
RTXRTX Corp	$576K	0.06%	0.00%	+27.1%	Q1 2021
MFCManulife Financial Corp	$575K	0.06%	Not reported	Not reported	Q3 2023
ABBVAbbVie Inc.	$574K	0.06%	0.00%	+92.4%	Q1 2020
BRK.BBerkshire Hathaway Inc	$571K	0.06%	Not reported	-2.1%	Q3 2020
NFLXNetflix Inc	$560K	0.06%	0.00%	+0.3%	Q3 2024
UBERUber Technologies, Inc	$559K	0.06%	0.00%	0.0%	Q3 2024
NEENextera Energy Inc	$549K	0.06%	0.00%	+0.2%	Q2 2019
MCDMcdonalds Corp	$529K	0.06%	0.00%	+0.1%	Q1 2024
BIPBrookfield Infrastructure Partners L.P.	$523K	0.06%	Not reported	Not reported	Q1 2017
FMNBFarmers National Banc Corp	$494K	0.06%	0.10%	Not reported	Q1 2023
AMGNAmgen Inc	$491K	0.06%	0.00%	-44.4%	Q1 2020
CSCOCisco Systems, Inc.	$432K	0.05%	0.00%	+0.2%	Q1 2020
IBMInternational Business Machines Corp	$432K	0.05%	0.00%	-6.4%	Q4 2023
SLViShares Silver Trust	$421K	0.05%	0.00%	Not reported	Q2 2025
BNYBank of New York Mellon Corp	$400K	0.05%	0.00%	+4.0%	Q4 2020
PEPPepsico Inc	$388K	0.04%	0.00%	+14.1%	Q1 2020
ABTAbbott Laboratories	$380K	0.04%	0.00%	+49.4%	Q4 2020
BAMBrookfield Asset Management Ltd.	$375K	0.04%	Not reported	Not reported	Q4 2018

Q3 2025Reported Nov 17, 202567 positions
FHIFederated Hermes, Inc.	$138M	16.37%	Not reported	+3229.0%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$7.62M	0.90%	Not reported	-1.0%	Q2 2018
AAPLApple Inc.	$7.36M	0.87%	0.00%	+6.2%	Q4 2015
MSFTMicrosoft Corp	$5.57M	0.66%	0.00%	-51.7%	Q4 2015
PRCHPorch Group, Inc.	$4.61M	0.55%	0.22%	-0.7%	Q4 2022
RJFRaymond James Financial Inc	$3.73M	0.44%	0.01%	+0.2%	Q2 2022
PNCPNC Financial Services Group, Inc.	$2.38M	0.28%	0.00%	Not reported	Q2 2018
GLDSPDR Gold Trust	$2.34M	0.28%	0.00%	-1.1%	Q1 2017
BRK.ABerkshire Hathaway Inc	$2.26M	0.27%	Not reported	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$2.21M	0.26%	0.00%	+8.1%	Q1 2020
BNBROOKFIELD Corp	$2.21M	0.26%	Not reported	+0.2%	Q4 2022
GOOGLAlphabet Inc.	$2.06M	0.24%	0.00%	+11.7%	Q3 2018
XOMExxonMobil Holdings Corp	$1.87M	0.22%	0.00%	+3.2%	Q3 2018
AMZNAmazon Com Inc	$1.49M	0.18%	0.00%	+21.4%	Q1 2020
NVDANvidia Corp	$1.42M	0.17%	0.00%	+51.8%	Q2 2021
GOOGAlphabet Inc.	$1.29M	0.15%	Not reported	+0.7%	Q1 2021
CBZCBIZ, Inc.	$1.23M	0.15%	0.04%	-0.7%	Q4 2018
VVisa Inc.	$1.08M	0.13%	0.00%	+21.7%	Q1 2020
ORCLOracle Corp	$1.04M	0.12%	0.00%	Not reported	Q3 2019
RELYRemitly Global, Inc.	$1.02M	0.12%	0.03%	Not reported	Q4 2022
TJXTJX Companies Inc	$1.02M	0.12%	0.00%	+0.1%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$1M	0.12%	0.00%	Not reported	Q1 2024
QQQInvesco QQQ Trust, Series 1	$931K	0.11%	Not reported	-2.6%	Q1 2019
METAMeta Platforms, Inc.	$919K	0.11%	Not reported	+10.1%	Q1 2021
WMTWalmart Inc.	$775K	0.09%	0.00%	+0.1%	Q1 2020
AMGNAmgen Inc	$762K	0.09%	0.00%	Not reported	Q1 2020
COSTCostco Wholesale Corp	$715K	0.08%	0.00%	+3.8%	Q2 2019
NFLXNetflix Inc	$715K	0.08%	0.00%	-2.8%	Q3 2024
TRSTrimas Corp	$714K	0.08%	0.05%	Not reported	Q4 2018
ETNEaton Corp plc	$679K	0.08%	0.00%	-67.4%	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$678K	0.08%	Not reported	Not reported	Q4 2019
UBERUber Technologies, Inc	$670K	0.08%	0.00%	+3.0%	Q3 2024
BRK.BBerkshire Hathaway Inc	$583K	0.07%	Not reported	+12.6%	Q3 2020
FMNBFarmers National Banc Corp	$534K	0.06%	0.10%	Not reported	Q1 2023
RKLBRocket Lab Corp	$527K	0.06%	0.00%	Not reported	Q3 2024
MCDMcdonalds Corp	$526K	0.06%	0.00%	-4.3%	Q1 2024
NEENextera Energy Inc	$515K	0.06%	0.00%	+5.3%	Q2 2019
JNJJohnson & Johnson	$498K	0.06%	0.00%	+14.5%	Q2 2018
BIPBrookfield Infrastructure Partners L.P.	$495K	0.06%	Not reported	Not reported	Q1 2017
MFCManulife Financial Corp	$493K	0.06%	Not reported	Not reported	Q3 2023
HDHome Depot, Inc.	$481K	0.06%	0.00%	+49.1%	Q2 2020
FBTCFidelity Wise Origin Bitcoin Fund	$470K	0.06%	0.00%	Not reported	Q2 2025
PKOHPark Ohio Holdings Corp	$460K	0.05%	0.15%	+25.1%	Q4 2022
IBMInternational Business Machines Corp	$440K	0.05%	0.00%	-0.2%	Q4 2023
RTXRTX Corp	$414K	0.05%	0.00%	Not reported	Q1 2021
BAMBrookfield Asset Management Ltd.	$407K	0.05%	Not reported	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$383K	0.05%	0.00%	+4.3%	Q1 2020
BNYBank of New York Mellon Corp	$361K	0.04%	0.00%	Not reported	Q4 2020
IMCBIntermountain Community Bancorp	$337K	0.04%	0.00%	Not reported	Q2 2025
PEPPepsico Inc	$332K	0.04%	0.00%	+17.9%	Q1 2020

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