1y return+15.8%S&P 500 +20.9%
3y return+40.3%S&P 500 +68.5%
5y return+37.7%S&P 500 +74.5%
10y return+79.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $180 against $357 in the S&P 500.2
Schneider Downs Wealth Management Advisors, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FHIFederated Hermes Inc | $196.1M | 18.4% | +30.2% |
| SPDWSpdr Index Shs Fds | $91.8M | 8.6% | |
| VOVanguard Index Fds | $80.9M | 7.6% | +2.1% |
| MMITNew York Life Invts Active E | $64.8M | 6.1% | +3.1% |
| SCHGSchwab Strategic Tr | $56.9M | 5.3% | +2.4% |
| IEMGIshares Inc | $54.1M | 5.1% | +1.7% |
| SCHXSchwab Strategic Tr | $42.2M | 4.0% | |
| MUBIshares Tr | $41.2M | 3.9% | +6.1% |
| VNLAJanus Detroit Str Tr | $32.7M | 3.1% | +4.0% |
| IJTIshares Tr | $30.3M | 2.8% | +3.3% |
| JPIEJ P Morgan Exchange Traded F | $24.6M | 2.3% | +12.7% |
| IWFIshares Tr | $20.7M | 1.9% | |
| FBNDFidelity Merrimack Str Tr | $17.1M | 1.6% | +5.6% |
| SCHMSchwab Strategic Tr | $16.7M | 1.6% | −1.8% |
| VEAVanguard Tax-managed Fds | $16.0M | 1.5% | +2.9% |
| VOOVanguard Index Fds | $15.2M | 1.4% | −3.2% |
| FTRBFederated Hermes Etf Trust | $14.5M | 1.4% | +11.3% |
| IJRIshares Tr | $14.4M | 1.4% | −3.9% |
| VBKVanguard Index Fds | $12.1M | 1.1% | −2.5% |
| AAPLApple Inc | $10.6M | 1.0% | +9.1% |
| SCHVSchwab Strategic Tr | $9.9M | 0.9% | −1.9% |
| MSFTMicrosoft Corp | $9.5M | 0.9% | +100.2% |
| SPYState Str Spdr S&p 500 Etf T | $8.4M | 0.8% | −1.3% |
| IWRIshares Tr | $8.2M | 0.8% | −4.2% |
| VTEBVanguard Mun Bd Fds | $7.1M | 0.7% | −4.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.6M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $56.9M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $3.5M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $20.7M |
| SPYMSpdr Series Trust | June 30, 2020 | +142.4% | $3.0M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $15.2M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $8.4M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $5.5M |
| DSIIshares Tr | June 30, 2020 | +141.3% | $3.1M |
Sold off last quarter
- EJULInnovator Etfs Trust was $306K
- Honeywell Intl IncCUSIP 438516106 was $254K
- SPGIS&p Global Inc was $231K
- IGCIgc Pharma Inc was $2,630
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | +0.0% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | −0.9% | +8.3% |
| March 31, 2023 | +7.8% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −2.3% | −5.3% |
| June 30, 2022 | −12.1% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +9.1% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Schneider Downs Wealth Management Advisors, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1665359&type=13F-HR&dateb=&owner=include&count=40CIK 1665359
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1665359/000117266126003083/Filed August 5, 2026 · accession 0001172661-26-003083