Schneider Downs Wealth Management Advisors, LP
CIK 1665359
13F filing for Q2 2026・No. 2,478
- Holdings
- US$1.06B
- Quarter change
- +US$157.47M
- Entries
- 177
- Net bought (estimate)
- +US$81.54M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 4
- Cut 33
- Added 68
- Corporate actions 0
- Unchanged 51
Largest holdings
177 stocks worth US$1.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FHIFEDERATED HERMES INCCL B | Added | 3,551,578 | US$196.12M | 18.43% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 1,822,730 | US$91.85M | 8.63% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 1,004,416 | US$80.93M | 7.60% |
| NEW YORK LIFE INVTS ACTIVE EMACKAY MUN INTER | Added | 2,659,925 | US$64.77M | 6.09% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 1,680,065 | US$56.85M | 5.34% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 652,670 | US$54.07M | 5.08% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 1,434,461 | US$42.22M | 3.97% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 382,510 | US$41.17M | 3.87% |
| JANUS DETROIT STR TRHENDRSN SHRT ETF | Added | 669,210 | US$32.7M | 3.07% |
| ISHARES TRS&P SML 600 GWT | Added | 169,475 | US$30.27M | 2.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.