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Latest Schneider Downs Wealth Management Advisors, LP Stock Portfolio

$1.06Billion | No. of Holdings #177

Schneider Downs Wealth Management Advisors, LP Performance

2026 Q2-8.40%
YTD-8.36%
2025+12.16%

About Schneider Downs Wealth Management Advisors, LP and 13F Hedge Fund Stock Holdings

Schneider Downs Wealth Management Advisors, LP is a hedge fund based in Pittsburgh, PA. On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Schneider Downs Wealth Management Advisors, LP reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Schneider Downs Wealth Management Advisors, LP are FHI, CWI, VB. The fund has invested 18.4% of it's portfolio in FEDERATED HERMES INC and 8.6% of portfolio in SPDR INDEX SHS FDS. <br><br> The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR), HONEYWELL INTL INC (HON) and S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), UBER TECHNOLOGIES INC (UBER) and SCHWAB STRATEGIC TR (FNDA). Schneider Downs Wealth Management Advisors, LP opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), PARK-OHIO HLDGS CORP (PKOH) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
Schneider Downs Wealth Management Advisors, LP Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$1.06Billion
  as of Aug 05, 2026

Schneider Downs Wealth Management Advisors, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Schneider Downs Wealth Management Advisors, LP made a return of -8.4% in the last quarter. In trailing 12 months, it's portfolio return was -2.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc849,872
park-ohio hldgs corp826,675
lam research corp539,063
micron technology inc521,740
tesla inc474,437
schwab strategic tr442,023
american centy etf tr273,715
ishares tr266,356
New stocks bought by Schneider Downs Wealth Management Advisors, LP

Additions

Ticker% Inc.
exxon mobil corp766
vanguard world fd664
vanguard index fds308
ishares tr302
eaton corp plc168
microsoft corp100
berkshire hathaway inc del81.85
amgen inc75.2
Additions to existing portfolio by Schneider Downs Wealth Management Advisors, LP

Reductions

Ticker% Reduced
innovator etfs trust-59.1
uber technologies inc-14.86
schwab strategic tr-8.67
rtx corporation-7.48
cisco sys inc-6.78
state str spdr dow jones ind-5.99
international business machs-5.14
visa inc-4.45
Schneider Downs Wealth Management Advisors, LP reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-305,855
igc pharma inc-2,630
honeywell intl inc-254,284
s&p global inc-231,385
Schneider Downs Wealth Management Advisors, LP got rid off the above stocks

Sector Distribution

Schneider Downs Wealth Management Advisors, LP has about 74.3% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
Sector%
Others74.3
Financial Services19.5
Technology3.1

Market Cap. Distribution

Schneider Downs Wealth Management Advisors, LP has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.3
MID-CAP18.7
MEGA-CAP5
LARGE-CAP1.5

Stocks belong to which Index?

About 6.4% of the stocks held by Schneider Downs Wealth Management Advisors, LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.3
S&P 5006.4
Top 5 Winners (%)%
PRCH
porch group inc
109.8 %
QBTS
d-wave quantum inc
66.3 %
COHR
coherent corp
65.6 %
rocket lab corp
56.0 %
CAT
caterpillar inc
50.2 %
Top 5 Winners ($)$
CWI
spdr index shs fds
8.6 M
EMGF
ishares inc
8.5 M
FNDA
schwab strategic tr
7.8 M
IJR
ishares tr
5.7 M
FNDA
schwab strategic tr
5.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-61.5 %
IJR
ishares tr
-60.3 %
NFLX
netflix inc.
-25.4 %
SLV
ishares silver tr
-21.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-129.2 M
IJR
ishares tr
-31.4 M
FHI
federated hermes inc
-4.7 M
VAW
vanguard world fd
-1.4 M
GLD
spdr gold tr
-0.4 M

Schneider Downs Wealth Management Advisors, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Schneider Downs Wealth Management Advisors, LP

Schneider Downs Wealth Management Advisors, LP has 177 stocks in it's portfolio. About 64.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Schneider Downs Wealth Management Advisors, LP last quarter.

$1.06BTotal Value
181Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Schneider Downs Wealth Management Advisors, LP, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
3.87%382,510
$41.17M
3.87%
increased 6.11 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.29%21,863
$3.11M
0.29%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.06%5,471
$680.7K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.03%3,553
$343.1K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.02%3,040
$229.5K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.02%9,862
$202.1K
0.02%
decreased 4.12 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Inc over time
0.02%4,197
$209.8K
0.02%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Schneider Downs Wealth Management Advisors, LP's holding in American Centy Etf Tr over time
0.03%2,194
$273.7K
0.03%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Schneider Downs Wealth Management Advisors, LP's holding in Vaneck Etf Trust over time
0.11%15,320
$1.16M
0.11%
increased 4.43 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Schneider Downs Wealth Management Advisors, LP's holding in Global X Fds over time
0.03%3,514
$270.5K
0.03%
increased 6.45 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.15%15,808
$1.63M
0.15%
increased 11.02 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.1%41,640
$1.04M
0.1%
increased 1.46 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.09%38,910
$900.8K
0.09%
increased 1.57 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Schneider Downs Wealth Management Advisors, LP's holding in First Tr Exchange Traded Fd over time
0.02%3,272
$248.3K
0.02%
new position