Schneider Downs Wealth Management Advisors, LP - Portfolio overview

Schneider Downs Wealth Management Advisors, LP has 165 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FHI - FEDERATED HERMES INC, 16.96%
2. SPDW - SPDR INDEX SHS FDS, 9.03%
3. VO - VANGUARD INDEX FDS, 7.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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