Schneider Downs Wealth Management Advisors, LP
Q2 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
146
- Value ($000)
$668,846
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001665359
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $67.98 M | 10 % | 1,678,854 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $67.05 M | 10 % | 239,614 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $47.92 M | 7 % | 1,640,699 | ||
MMIT NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 | $43.84 M | 7 % | 1,838,266 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $37.89 M | 6 % | 1,550,228 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $34.75 M | 5 % | 578,939 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $29.70 M | 4 % | 284,243 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $25.26 M | 4 % | 513,425 | ||
IJT ISHARES TR | S&P SML 600 GWT | 464287887 | $20.24 M | 3 % | 152,166 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $18.95 M | 3 % | 44,636 |
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