Institutional Fund
Schneider Downs Wealth Management Advisors, LP
Pittsburgh, PACIK 16653595 filings on record
Portfolio Value
$906.84M
Q1 2026
Holdings
156
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.2%
from $887.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Federated Hermes Inc17.1%
- Spdr Index Shs Fds9.1%
- Vanguard Index Fds7.8%
- New York Life Invts Active E6.9%
- Schwab Strategic Tr5.3%
- Ishares Inc4.9%
- Other49.0%
Portfolio Holdings
156 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Federated Hermes Inc | 2.73M | $154.70M | 17.1% | +65.0K | Added |
| 2 | Spdr Index Shs Fds | 1.80M | $82.39M | 9.1% | +30.6K | Added |
| 3 | Vanguard Index Fds | 246.0K | $70.65M | 7.8% | +3.5K | Added |
| 4 | New York Life Invts Active E | 2.58M | $62.18M | 6.9% | +153.1K | Added |
| 5 | Schwab Strategic Tr | 1.64M | $47.79M | 5.3% | +31.4K | Added |
| 6 | Ishares Inc | 641.6K | $44.75M | 4.9% | +21.7K | Added |
| 7 | Ishares Tr | 360.5K | $38.26M | 4.2% | +19.7K | Added |
| 8 | Schwab Strategic Tr | 1.43M | $36.61M | 4.0% | +7.3K | Added |
| 9 | Janus Detroit Str Tr | 643.3K | $31.43M | 3.5% | −65.2K | Reduced |
| 10 | Ishares Tr | 164.0K | $23.74M | 2.6% | +4.5K | Added |
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