Schneider Downs Wealth Management Advisors, LP

Pittsburgh, PA · CIK 1665359 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2003 · limited partnership

Assets managed$3.3bn
Staff28 · 22 in investment roles
Main clients (by assets)Pension plans 38%, High net worth individuals 38%, Individuals 19%
Form ADV · 2026-03-24SEC adviser record

Kindinstitutions
Others nearbyPittsburgh, PA, Columbus, OH

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Pittsburgh, PA (main office)United States	United States	about 18
Columbus, OHUnited States	United States	4

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.1bn reported value +17.4% vs Q1 2026

177positions

64.9%in top 10

25 new 68 added 33 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FEDERATED HERMES INC CL B FHI	FHI	3,551,578	$196.1m18.43%	18.43%	Added +823.7k	+823,700 30.2%
2	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,822,730	$91.8m8.63%	8.63%	Added +18.0k	+17,989 1.0%
3	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,004,416	$80.9m7.60%	7.60%	Added +20.3k	+20,296 2.1%
4	NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN MMIT	MMIT	2,659,925	$64.8m6.09%	6.09%	Added +80.4k	+80,408 3.1%
5	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,680,065	$56.9m5.34%	5.34%	Added +39.4k	+39,403 2.4%
6	ISHARES INC CORE MSCI EMKT IEMG	IEMG	652,670	$54.1m5.08%	5.08%	Added +11.1k	+11,068 1.7%
7	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,434,461	$42.2m3.97%	3.97%	Added +6.7k	+6,684 0.5%
8	ISHARES TR NATIONAL MUN ETF MUB	MUB	382,510	$41.2m3.87%	3.87%	Added +22.0k	+22,035 6.1%
9	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	669,210	$32.7m3.07%	3.07%	Added +25.9k	+25,866 4.0%
10	ISHARES TR S&P SML 600 GWT IJT	IJT	169,475	$30.3m2.84%	2.84%	Added +5.5k	+5,454 3.3%
11	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	533,150	$24.6m2.31%	2.31%	Added +60.1k	+60,118 12.7%
12	ISHARES TR RUS 1000 GRW ETF IWF	IWF	166,537	$20.7m1.94%	1.94%	Added +901	+901 0.5%
13	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	376,993	$17.1m1.61%	1.61%	Added +20.1k	+20,068 5.6%
14	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	451,823	$16.7m1.57%	1.57%	Reduced -8.5k	-8,475 -1.8%
15	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	224,996	$16.0m1.51%	1.51%	Added +6.4k	+6,376 2.9%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	22,119	$15.2m1.43%	1.43%	Reduced -724	-724 -3.2%
17	FEDERATED HERMES ETF TRUST HERMES TOTAL RET FTRB	FTRB	578,474	$14.5m1.36%	1.36%	Added +58.8k	+58,759 11.3%
18	ISHARES TR CORE S&P SCP ETF IJR	IJR	97,291	$14.4m1.36%	1.36%	Reduced -4.0k	-3,967 -3.9%
19	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	33,134	$12.1m1.14%	1.14%	Reduced -838	-838 -2.5%
20	APPLE INC COM AAPL	AAPL	36,791	$10.6m1.00%	1.00%	Added +3.1k	+3,072 9.1%
21	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	285,387	$9.9m0.93%	0.93%	Reduced -5.5k	-5,478 -1.9%
22	MICROSOFT CORP COM MSFT	MSFT	25,438	$9.5m0.89%	0.89%	Added +12.7k	+12,731 100.2%
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,195	$8.4m0.79%	0.79%	Reduced -148	-148 -1.3%
24	ISHARES TR RUS MID CAP ETF IWR	IWR	74,389	$8.2m0.77%	0.77%	Reduced -3.2k	-3,244 -4.2%
25	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	141,089	$7.1m0.67%	0.67%	Reduced -6.2k	-6,198 -4.2%
26	ISHARES TR MSCI EAFE ETF EFA	EFA	61,137	$6.4m0.60%	0.60%	Added +117	+117 0.2%
27	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	120,030	$5.9m0.55%	0.55%	Added +12.5k	+12,471 11.6%
28	JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP JHML	JHML	64,641	$5.8m0.54%	0.54%	Reduced -1.2k	-1,232 -1.9%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	7,353	$5.5m0.52%	0.52%	Added +1.4k	+1,417 23.9%
30	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	17,820	$4.3m0.41%	0.41%	Added +4.6k	+4,577 34.6%
31	PORCH GROUP INC COM PRCH	PRCH	274,216	$4.1m0.39%	0.39%	Unchanged
32	ISHARES TR CORE MSCI EAFE IEFA	IEFA	39,146	$3.8m0.36%	0.36%	Added +4.2k	+4,217 12.1%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,102	$3.6m0.34%	0.34%	Added +770	+770 8.2%
34	ISHARES TR S&P 500 GRWT ETF IVW	IVW	25,287	$3.5m0.33%	0.33%	Reduced -329	-329 -1.3%
35	RAYMOND JAMES FINL INC COM RJF	RJF	21,840	$3.3m0.31%	0.31%	Added +294	+294 1.4%
36	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	119,578	$3.3m0.31%	0.31%	Reduced -501	-501 -0.4%
37	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	25,058	$3.2m0.30%	0.30%	Reduced -1.1k	-1,058 -4.0%
38	ISHARES TR MSCI KLD400 SOC DSI	DSI	21,863	$3.1m0.29%	0.29%	Unchanged
39	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	34,566	$3.0m0.29%	0.29%	Unchanged
40	PNC FINL SVCS GROUP INC COM PNC	PNC	12,192	$3.0m0.28%	0.28%	Added +375	+375 3.2%
41	ALPHABET INC CAP STK CL C GOOG	GOOG	8,344	$2.9m0.28%	0.28%	Reduced -36	-36 -0.4%
42	JPMORGAN CHASE & CO COM JPM	JPM	8,889	$2.9m0.27%	0.27%	Added +13	+13 0.1%
43	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,634	$2.8m0.27%	0.27%	Added +844	+844 12.4%
44	SPDR GOLD TR GOLD SHS GLD	GLD	7,528	$2.8m0.26%	0.26%	Added +726	+726 10.7%
45	INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED MMIN	MMIN	113,938	$2.8m0.26%	0.26%	Added +1.0k	+1,048 0.9%
46	AMAZON COM INC COM AMZN	AMZN	10,849	$2.6m0.24%	0.24%	Added +986	+986 10.0%
47	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	57,831	$2.6m0.24%	0.24%	Unchanged
48	VANGUARD INDEX FDS SMALL CP ETF VB	VB	8,369	$2.5m0.24%	0.24%	Added +284	+284 3.5%
49	ISHARES TR S&P 500 VAL ETF IVE	IVE	10,893	$2.5m0.23%	0.23%	Unchanged
50	EXXON MOBIL CORP COM XOM	XOM	16,927	$2.3m0.22%	0.22%	Added +15.0k	+14,973 766.3%
51	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	22,959	$2.3m0.21%	0.21%	Added +1.6k	+1,605 7.5%
52	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.21%	0.21%	Unchanged
53	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	60,826	$2.2m0.21%	0.21%	Reduced -5.8k	-5,777 -8.7%
54	BROOKFIELD CORP CL A LTD VT SH BN	BN	48,234	$2.1m0.19%	0.19%	Unchanged
55	EATON CORP PLC SHS ETN	ETN	4,783	$2.0m0.19%	0.19%	Added +3.0k	+3,003 168.7%
56	ISHARES TR CORE S&P MCP ETF IJH	IJH	24,026	$1.9m0.17%	0.17%	Reduced -4	-4 -0.0%
57	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	46,750	$1.7m0.16%	0.16%	Reduced -234	-234 -0.5%
58	NVIDIA CORPORATION COM NVDA	NVDA	8,335	$1.7m0.16%	0.16%	Added +608	+608 7.9%
59	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	15,808	$1.6m0.15%	0.15%	Added +1.6k	+1,569 11.0%
60	REMITLY GLOBAL INC COM RELY	RELY	62,848	$1.4m0.13%	0.13%	Unchanged
61	TJX COS INC NEW COM TJX	TJX	9,099	$1.4m0.13%	0.13%	Added +338	+338 3.9%
62	ISHARES TR S&P MC 400GR ETF IJK	IJK	10,589	$1.2m0.12%	0.12%	Unchanged
63	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,636	$1.2m0.11%	0.11%	Added +15	+15 0.9%
64	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	8,058	$1.2m0.11%	0.11%	Unchanged
65	ROCKET LAB CORP COM RKLB	RKLB	11,610	$1.2m0.11%	0.11%	Added +589	+589 5.3%
66	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	15,320	$1.2m0.11%	0.11%	Added +650	+650 4.4%
67	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	11,657	$1.1m0.11%	0.11%	Added +28	+28 0.2%
68	WALMART INC COM WMT	WMT	9,902	$1.1m0.11%	0.11%	Reduced -104	-104 -1.0%
69	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	10,500	$1.1m0.10%	0.10%	Reduced -28	-28 -0.3%
70	COSTCO WHSL CORP NEW COM COST	COST	1,181	$1.1m0.10%	0.10%	Added +10	+10 0.8%
71	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,642	$1.1m0.10%	0.10%	Unchanged
72	CATERPILLAR INC COM CAT	CAT	1,017	$1.1m0.10%	0.10%	Added +2	+2 0.2%
73	ISHARES TR SP SMCP600VL ETF IJS	IJS	7,855	$1.1m0.10%	0.10%	Added +15	+15 0.2%
74	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	41,640	$1.0m0.10%	0.10%	Added +598	+598 1.5%
75	VISA INC COM CL A V	V	3,031	$1.0m0.10%	0.10%	Reduced -141	-141 -4.5%
76	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,064	$1.0m0.10%	0.10%	Added +929	+929 81.8%
77	BROADCOM INC COM AVGO	AVGO	2,721	$1.0m0.10%	0.10%	Added +617	+617 29.3%
78	META PLATFORMS INC CL A META	META	1,760	$991.5k0.09%	0.09%	Unchanged
79	AMGEN INC COM AMGN	AMGN	2,628	$951.7k0.09%	0.09%	Added +1.1k	+1,128 75.2%
80	JOHNSON & JOHNSON COM JNJ	JNJ	3,705	$940.9k0.09%	0.09%	Added +269	+269 7.8%
81	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	38,910	$900.8k0.08%	0.08%	Added +603	+603 1.6%
82	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	7,939	$889.9k0.08%	0.08%	Unchanged
83	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,463	$849.9k0.08%	0.08%	New
84	TRIMAS CORP COM NEW TRS	TRS	18,474	$831.9k0.08%	0.08%	Unchanged
85	PARK-OHIO HLDGS CORP COM PKOH	PKOH	21,500	$826.7k0.08%	0.08%	New
86	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	14,388	$786.9k0.07%	0.07%	Added +406	+406 2.9%
87	SLIDE INS HLDGS INC COM SLDE	SLDE	40,429	$783.1k0.07%	0.07%	Unchanged
88	SELECT SECTOR SPDR TR ENERGY XLE	XLE	14,278	$758.3k0.07%	0.07%	Reduced -536	-536 -3.6%
89	CBIZ INC COM CBZ	CBZ	23,315	$747.9k0.07%	0.07%	Added +100	+100 0.4%
90	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,334	$696.9k0.07%	0.07%	Reduced -85	-85 -6.0%
91	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	346	$688.3k0.06%	0.06%	Added +36	+36 11.6%
92	ISHARES TR EAFE GRWTH ETF EFG	EFG	5,471	$680.7k0.06%	0.06%	Unchanged
93	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	14,429	$656.8k0.06%	0.06%	Reduced -341	-341 -2.3%
94	MANULIFE FINL CORP COM MFC	MFC	15,840	$641.7k0.06%	0.06%	Unchanged
95	ABBVIE INC COM ABBV	ABBV	2,505	$630.4k0.06%	0.06%	Unchanged
96	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,298	$628.4k0.06%	0.06%	Reduced -146	-146 -4.2%
97	CISCO SYS INC COM CSCO	CSCO	5,223	$613.5k0.06%	0.06%	Reduced -380	-380 -6.8%
98	NEXTERA ENERGY INC COM NEE	NEE	6,832	$599.6k0.06%	0.06%	Unchanged
99	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	25,182	$582.5k0.05%	0.05%	Unchanged
100	RTX CORPORATION COM RTX	RTX	3,054	$579.4k0.05%	0.05%	Reduced -247	-247 -7.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TRUST EJUL	EJUL	10,234	$305.9k10.2k shares
HONEYWELL INTL INC		562	$254.3k562 shares
S&P GLOBAL INC SPGI	SPGI	544	$231.4k544 shares
IGC PHARMA INC IGC	IGC	10,000	$2.6k10.0k shares