Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors reported 181 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are FHI (18.4%), SPDW (8.6%) and VO (7.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to SPDW, SCHG and IEMG, trimmed FHI, VO and MMIT and sold out of XOM, VOTE and AVUV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FHI Federated Hermes Inc | $198M | 18.4% | 3.5M | −44K (−1%) | 8 of 8 | |
| 2 |  SPDW Spdr Developed | $93M | 8.6% | 1.9M | +29K (+2%) | 8 of 8 | |
| 3 |  VO Vanguard Index Fds | $78.6M | 7.3% | 1M | −2,358 (−0%) | 8 of 8 | |
| 4 |  MMIT New York Life Invts Active E | $60.6M | 5.6% | 2.7M | −9,253 (−0%) | 8 of 8 | |
| 5 |  SCHG Schwab Strategic TR | $60.5M | 5.6% | 1.7M | +4,949 (+0%) | 8 of 8 | |
| 6 |  IEMG Ishares Inc | $53.3M | 5.0% | 657K | +4,408 (+1%) | 8 of 8 | |
| 7 |  SCHX Schwab US Large Cap ETF | $43.8M | 4.1% | 1.5M | +26K (+2%) | 8 of 8 | |
| 8 |  VNLA Janus Henderson Shrt | $40.2M | 3.7% | 828K | +158K (+24%) | 8 of 8 | |
| 9 |  MUB Ishares TR | $38.4M | 3.6% | 380K | −2,580 (−1%) | 8 of 8 | |
| 10 |  IJT Ishares TR | $27.7M | 2.6% | 173K | +3,052 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.3M | 17K |
 VOTE Tcw ETF Trust | $280K | 3,175 |
 AVUV American Centy ETF TR | $274K | 2,194 |
 FLEX Flex Ltd | $266K | 1,641 |
 AMAT Applied Matls Inc | $207K | 286 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Schneider Downs Wealth Management Advisors 13F FAQ
What does Schneider Downs Wealth Management Advisors own?
Schneider Downs Wealth Management Advisors reported 181 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are FHI (18.4%), SPDW (8.6%) and VO (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Schneider Downs Wealth Management Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 77 added to, 42 trimmed and 8 sold out. New positions include XOM. It sold all of XOM, VOTE and AVUV.
When will Schneider Downs Wealth Management Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Schneider Downs Wealth Management Advisors's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.