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Latest Schneider Downs Wealth Management Advisors, LP Stock Portfolio

$1.08Billion | No. of Holdings #181

Schneider Downs Wealth Management Advisors, LP Performance

2026 Q3-0.60%
YTD-8.91%
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 2026-10-27, 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 Sep, 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 EXXON MOBIL CORP (XOM), TCW ETF TRUST (NETZ) and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in PARK-OHIO HLDGS CORP (PKOH), NYLIM ACTIVE ETF TR (ESGB) and PEPSICO INC (PEP). Schneider Downs Wealth Management Advisors, LP opened new stock positions in EXXONMOBIL HOLDINGS CORP, PALANTIR TECHNOLOGIES INC (PLTR) and NUCOR CORP (NUE). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), TESLA INC (TSLA) and INVESCO ACTIVELY MANAGED EXC (GSY).
Schneider Downs Wealth Management Advisors, LP Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$1.08Billion
  as of Oct 27, 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 -0.6% in the last quarter. In trailing 12 months, it's portfolio return was -8.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,841,000
palantir technologies inc414,316
nucor corp394,337
ferguson enterprises inc333,930
marathon pete corp295,379
ishares tr257,455
ishares tr252,619
mastercard incorporated238,815
New stocks bought by Schneider Downs Wealth Management Advisors, LP

Additions

Ticker% Inc.
micron technology inc71.46
tesla inc47.43
invesco actively managed exc34.79
eli lilly & co27.44
cisco sys inc25.58
thermo fisher scientific inc25.48
nvidia corporation25.19
meta platforms inc24.43
Additions to existing portfolio by Schneider Downs Wealth Management Advisors, LP

Reductions

Ticker% Reduced
park-ohio hldgs corp-29.8
nylim active etf tr-27.76
pepsico inc-14.91
schwab strategic tr-13.08
state str spdr dow jones ind-11.39
ishares tr-6.86
ishares tr-6.64
ishares tr-6.44
Schneider Downs Wealth Management Advisors, LP reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-2,314,280
ishares tr-202,073
gold resource corp-30,014
tcw etf trust-279,937
american centy etf tr-273,715
spdr series trust-200,438
flex ltd-265,957
applied matls inc-206,778
Schneider Downs Wealth Management Advisors, LP got rid off the above stocks

Sector Distribution

Schneider Downs Wealth Management Advisors, LP has about 73.5% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
Sector%
Others73.5
Financial Services19.5
Technology3.9

Market Cap. Distribution

Schneider Downs Wealth Management Advisors, LP has about 7.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED73.5
MID-CAP18.6
MEGA-CAP5.8
LARGE-CAP1.5

Stocks belong to which Index?

About 7.2% 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%
Others92.4
S&P 5007.2
Top 5 Winners (%)%
CBZ
cbiz inc
69.4 %
fidelity wise origin bitcoin
42.3 %
grayscale bitcoin trust etf
40.0 %
MSFT
microsoft corp
36.3 %
TMO
thermo fisher scientific inc
30.1 %
Top 5 Winners ($)$
FHI
federated hermes inc
4.1 M
MSFT
microsoft corp
3.6 M
FNDA
schwab strategic tr
3.5 M
AAPL
apple inc
1.7 M
FNDA
schwab strategic tr
0.8 M
Top 5 Losers (%)%
rocket lab corp
-31.4 %
QBTS
d-wave quantum inc
-30.9 %
COHR
coherent corp
-26.9 %
CAT
caterpillar inc
-22.6 %
LRCX
lam research corp
-22.4 %
Top 5 Losers ($)$
ESGB
nylim active etf tr
-3.9 M
IJR
ishares tr
-3.1 M
AAXJ
ishares tr
-2.5 M
VB
vanguard index fds
-2.2 M
FNDA
schwab strategic tr
-1.3 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 181 stocks in it's portfolio. About 64.4% of the portfolio is in top 10 stocks. ESGB proved to be the most loss making stock for the portfolio. FHI was the most profitable stock for Schneider Downs Wealth Management Advisors, LP last quarter.

$1.08BTotal Value
189Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Schneider Downs Wealth Management Advisors, LP, last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
3.57%379,930
$38.41M
3.57%
decreased 0.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.3%21,863
$3.20M
0.3%
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
$655.6K
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
$335.7K
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
$216.4K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
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%
unchanged 0 percentunchanged
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%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Schneider Downs Wealth Management Advisors, LP's holding in Vaneck Etf Trust over time
0.12%14,645
$1.29M
0.12%
decreased 4.41 percentreduced
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
$297.6K
0.03%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.14%14,759
$1.52M
0.14%
decreased 6.64 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.09%38,783
$947.5K
0.09%
decreased 6.86 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Schneider Downs Wealth Management Advisors, LP's holding in Ishares Tr over time
0.07%36,406
$798.9K
0.07%
decreased 6.44 percentreduced
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
$240.1K
0.02%
unchanged 0 percentunchanged