Schneider Downs Wealth Management Advisors, LP
Annual return '25
+54.9%
SPY '25
+17.7%
Alpha
+37.2ptsvs SPY
Invested
$1.8B
Holdings
156
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FHI
FEDERATED HERMES INC
Q1 2026: Exited (was 2.66M shares)
17.1%
02
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Sold 98.5% (1.77M → 26.8k shares)
9.1%
03
$VO
VANGUARD INDEX FDS
Q1 2026: Sold 98.6% (242.6k → 3.3k shares)
7.8%
04
$MMIT
NEW YORK LIFE INVTS ACTIVE E
Q1 2026: Exited (was 2.43M shares)
6.9%
05
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Increased +16.3% (1.61M → 1.87M shares)
5.3%
06
$IEMG
ISHARES INC
Q1 2026: Exited (was 619.9k shares)
4.9%
07
$MUB
ISHARES TR
Q1 2026: Exited (was 340.7k shares)
4.2%
08
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Sold 27.3% (1.42M → 1.03M shares)
4.0%
09
$VNLA
JANUS DETROIT STR TR
Q1 2026: Exited (was 708.6k shares)
3.5%
10
$IJT
ISHARES TR
Q1 2026: Exited (was 159.5k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:43 UTC.