Schneider Downs Wealth Management Advisors, LP: 13F holdings
CIK 16653592026Q2
| Positions | 177 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 177 (+21 vs prior quarter) |
|---|
| Reported value | $1.1bn (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FHI FEDERATED HERMES INC | 3,551,578 | $196.1m | 18.4% |
| EWU SPDR INDEX SHS FDS | 1,822,730 | $91.8m | 8.6% |
| VO VANGUARD INDEX FDS | 1,004,416 | $80.9m | 7.6% |
| MMIT NEW YORK LIFE INVTS ACTIVE E | 2,659,925 | $64.8m | 6.1% |
| SCHG SCHWAB STRATEGIC TR | 1,680,065 | $56.9m | 5.3% |
| IEMG ISHARES INC | 652,670 | $54.1m | 5.1% |
| SCHX SCHWAB STRATEGIC TR | 1,434,461 | $42.2m | 4.0% |
| MUB ISHARES TR | 382,510 | $41.2m | 3.9% |
| VNLA JANUS DETROIT STR TR | 669,210 | $32.7m | 3.1% |
| IJT ISHARES TR | 169,475 | $30.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1665359")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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