ETF Holders

Schneider Downs Wealth Management Advisors, LP ETF holdings

Pittsburgh, PA

Reported $780.7M in 97 ETFs in its Form 13F for June 30, 2026.

ETF value
$780.7M
ETFs held
97
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
73.4%
of $1.1B

Top 10 of 97 ETF holdings

TickerFundValueSharesChange
SPDWState Street SPDR Portfolio Developed World ex-US ETF$91.8M1,822,730+17,989 shares
VOVanguard Morningstar Mid-Cap ETF$80.9M1,004,416+758,386 shares
MMITNYLI MacKay Muni Intermediate ETF$64.8M2,659,925+80,408 shares
SCHGSchwab U.S. Large-Cap Growth ETF$56.9M1,680,065+39,403 shares
IEMGiShares Core MSCI Emerging Markets ETF$54.1M652,670+11,068 shares
SCHXSchwab U.S. Large-Cap ETF$42.2M1,434,461+6,684 shares
MUBiShares National Muni Bond ETF$41.2M382,510+22,035 shares
VNLAJanus Henderson Short Duration Income ETF$32.7M669,210+25,866 shares
IJTiShares S&P Small-Cap 600 Growth ETF$30.3M169,475+5,454 shares
JPIEJPMorgan Income ETF$24.6M533,150+60,118 shares
87 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001665359. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Schneider Downs Wealth Management Advisors, LP own?

Schneider Downs Wealth Management Advisors, LP reported 97 ETF positions worth $780.7M in its Form 13F for June 30, 2026. The largest was SPDW, at $91.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.