Schneider Downs Wealth Management Advisors, LP
Q3 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
148
- Value ($000)
$842,723
- Date Filed 11/17/2025
- Form type13F-HR
- CIK 0001665359
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
F FEDERATED HERMES INC | CL B | 314211103 | $137.99M | 16 % | 2,657,263 | ||
S SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $73.82M | 9 % | 1,725,265 | ||
V VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $69.96M | 8 % | 238,178 | ||
M NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 | $54.48M | 7 % | 2,242,166 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $51.18M | 6 % | 1,603,876 | ||
I ISHARES INC | CORE MSCI EMKT | 46434G103 | $39.44M | 5 % | 598,279 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $37.07M | 4 % | 1,407,417 | ||
M ISHARES TR | NATIONAL MUN ETF | 464288414 | $33.39M | 4 % | 313,542 | ||
V JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $26.27M | 3 % | 532,894 | ||
I ISHARES TR | S&P SML 600 GWT | 464287887 | $22.30M | 3 % | 157,583 |
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