Schneider Downs Wealth Management Advisors, LP

13F filer, CIK 1665359, Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP reported $488,551,458 across 143 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-06. Its ten largest share positions make up 61.85% of the portfolio.

Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004487

Period: 2024-09-30
Reported value: $489M
Holdings: 143
Top 10 weight: 61.85%
New: 14
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MMITadded	+163,060	$4.01M
MUBadded	+25,578	$2.78M
VNLAadded	+50,472	$2.48M
VOadded	+8,187	$2.16M
RJFadded	+16,901	$2.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLreduced	-9,907	-$2.31M
VOOreduced	-3,493	-$1.84M
FHYSexited	-65,032	-$1.49M
VTIreduced	-4,384	-$1.24M
FMNBreduced	-49,571	-$750K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004487, largest first. % of portfolio is the value over $488,551,458, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOVANGUARD INDEX FDS	198,552	$52.4M	10.72%	+8,187	Timeline
SPDWSPDR INDEX SHS FDS	1,357,813	$51M	10.44%	+46,732	Timeline
SCHGSCHWAB STRATEGIC TR	376,927	$39.3M	8.04%	+820	Timeline
MMITNYLIM ACTIVE ETF TR	1,440,403	$35.4M	7.25%	+163,060	Timeline
SCHXSCHWAB STRATEGIC TR	475,814	$32.3M	6.61%	-1,018	Timeline
MUBISHARES TR	252,085	$27.4M	5.61%	+25,578	Timeline
IJTISHARES TR	128,078	$17.9M	3.66%	+7,014	Timeline
IEMGISHARES INC	277,583	$15.9M	3.26%	-4,653	Timeline
IWFISHARES TR	42,159	$15.8M	3.24%	-1,106	Timeline
VNLAJANUS DETROIT STR TR	301,842	$14.8M	3.03%	+50,472	Timeline
MSFTMICROSOFT CORP	23,353	$10M	2.06%	-179	Timeline
VOOVANGUARD INDEX FDS	18,188	$9.6M	1.96%	-3,493	Timeline
VEAVANGUARD TAX-MANAGED FDS	160,953	$8.5M	1.74%	-1,007	Timeline
IJRISHARES TR	69,874	$8.17M	1.67%	+2,068	Timeline
EFAISHARES TR	87,353	$7.31M	1.5%	-391	Timeline
SCHMSCHWAB STRATEGIC TR	84,811	$7.05M	1.44%	+421	Timeline
AAPLAPPLE INC	29,518	$6.88M	1.41%	-9,907	Timeline
FBNDFIDELITY MERRIMACK STR TR	146,090	$6.83M	1.4%	+10,438	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	146,916	$6.82M	1.4%	+11,016	Timeline
IWRISHARES TR	76,364	$6.73M	1.38%	-5,842	Timeline
FTRBFEDERATED HERMES ETF TRUST	212,925	$5.49M	1.12%	-27,871	Timeline
SCHVSCHWAB STRATEGIC TR	54,905	$4.41M	0.9%	+880	Timeline
JHMLJOHN HANCOCK EXCHANGE TRADED	53,751	$3.73M	0.76%	+1,874	Timeline
FHIFEDERATED HERMES INC	90,914	$3.34M	0.68%	+21,732	Timeline
IVVISHARES TR	5,722	$3.3M	0.68%	+238	Timeline
SCHESCHWAB STRATEGIC TR	97,391	$2.84M	0.58%	-2,820	Timeline
RJFRAYMOND JAMES FINL INC	21,546	$2.64M	0.54%	+16,901	Timeline
SCHFSCHWAB STRATEGIC TR	62,834	$2.58M	0.53%	-1,013	Timeline
FMNBFARMERS NATIONAL BANC CORP	170,654	$2.58M	0.53%	-49,571	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,379	$2.51M	0.51%	-170	Timeline
DSIISHARES TR	22,579	$2.46M	0.5%	0	Timeline
SPYMSPDR SERIES TRUST	32,967	$2.23M	0.46%	0	Timeline
MMINNYLIM ACTIVE ETF TR	87,810	$2.16M	0.44%	-6,139	Timeline
VTEBVANGUARD MUN BD FDS	39,728	$2.03M	0.42%	-196	Timeline
XOMEXXON MOBIL CORP	16,301	$1.91M	0.39%	-434	Timeline
ETNEATON CORP PLC	5,569	$1.85M	0.38%	0	Timeline
GTOINVESCO ACTIVELY MANAGED EXC	36,881	$1.78M	0.36%	-358	Timeline
IVWISHARES TR	18,590	$1.78M	0.36%	0	Timeline
VTIVANGUARD INDEX FDS	6,247	$1.77M	0.36%	-4,384	Timeline
GLDSPDR GOLD TR	7,248	$1.76M	0.36%	-20	Timeline
BNBROOKFIELD CORP	32,107	$1.71M	0.35%	0	Timeline
CBZCBIZ INC	23,643	$1.59M	0.33%	-355	Timeline
ANSYS INCANSYS INC	4,710	$1.5M	0.31%	0
JPMJPMORGAN CHASE & CO	6,866	$1.45M	0.3%	+610	Timeline
SUSBISHARES TR	56,694	$1.43M	0.29%	+36,028	Timeline
GOOGLALPHABET INC	8,230	$1.36M	0.28%	+2,296	Timeline
SCHASCHWAB STRATEGIC TR	25,092	$1.29M	0.26%	-897	Timeline
VNQVANGUARD INDEX FDS	13,000	$1.27M	0.26%	+37	Timeline
IVEISHARES TR	6,010	$1.18M	0.24%	-52	Timeline
AMZNAMAZON COM INC	6,027	$1.12M	0.23%	+2,026	Timeline
VONGVANGUARD SCOTTSDALE FDS	10,400	$1M	0.21%	0	Timeline
RELYREMITLY GLOBAL INC	73,928	$990K	0.2%	0	Timeline
PCARPACCAR INC	9,891	$976K	0.2%	0	Timeline
NVDANVIDIA CORPORATION	7,709	$936K	0.19%	+300	Timeline
AMGNAMGEN INC	2,772	$893K	0.18%	-9	Timeline
ESGDISHARES TR	10,452	$880K	0.18%	-3,646	Timeline
VVISA INC	3,101	$853K	0.17%	+1,333	Timeline
IJHISHARES TR	13,453	$838K	0.17%	-4,526	Timeline
GOOGALPHABET INC	4,941	$826K	0.17%	+1,457	Timeline
JGROJ P MORGAN EXCHANGE TRADED F	10,657	$819K	0.17%	+3,503	Timeline
PNCPNC FINL SVCS GROUP INC	4,325	$799K	0.16%	+315	Timeline
EFGISHARES TR	6,984	$752K	0.15%	0	Timeline
METAMETA PLATFORMS INC	1,284	$735K	0.15%	+850	Timeline
MDYGSPDR SERIES TRUST	8,163	$716K	0.15%	0	Timeline
IWMISHARES TR	3,124	$690K	0.14%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	775	$687K	0.14%	0	Timeline
WMTWALMART INC	8,133	$657K	0.13%	-196	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,380	$635K	0.13%	+404	Timeline
SCHZSCHWAB STRATEGIC TR	13,293	$632K	0.13%	-146	Timeline
ORCLORACLE CORP	3,686	$628K	0.13%	-319	Timeline
DIASTATE STR SPDR DOW JONES IND	1,462	$619K	0.13%	0	Timeline
ESGEISHARES INC	16,648	$606K	0.12%	-16,773	Timeline
VBVANGUARD INDEX FDS	2,485	$589K	0.12%	-98	Timeline
KKRKKR & CO INC	4,500	$588K	0.12%	0	Timeline
IWOISHARES TR	2,037	$579K	0.12%	0	Timeline
MCDMCDONALDS CORP	1,898	$578K	0.12%	-9	Timeline
GDXVANECK ETF TRUST	14,249	$567K	0.12%	0	Timeline
VBKVANGUARD INDEX FDS	2,085	$557K	0.11%	+85	Timeline
QQQINVESCO QQQ TR	1,128	$551K	0.11%	0	Timeline
BIPBROOKFIELD INFRASTRUCTURE PA	15,530	$544K	0.11%	+150	Timeline
PKOHPARK-OHIO HLDGS CORP	17,306	$531K	0.11%	0	Timeline
JNJJOHNSON & JOHNSON	3,206	$520K	0.11%	-66	Timeline
IJSISHARES TR	4,701	$506K	0.1%	+20	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,536	$502K	0.1%	0	Timeline
IJKISHARES TR	5,432	$499K	0.1%	0	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	9,685	$489K	0.1%	0	Timeline
UBERUBER TECHNOLOGIES INC	6,480	$487K	0.1%	new	Timeline
NFLXNETFLIX INC.	677	$480K	0.1%	new	Timeline
IEFAISHARES TR	6,127	$478K	0.1%	-130	Timeline
IJJISHARES TR	3,828	$473K	0.1%	0	Timeline
TRSTRIMAS CORP	18,474	$472K	0.1%	0	Timeline
MFCMANULIFE FINL CORP	15,894	$470K	0.1%	0	Timeline
PRCHPORCH GROUP INC	283,276	$435K	0.09%	-335	Timeline
FDVFEDERATED HERMES ETF TRUST	15,242	$425K	0.09%	0	Timeline
XLESELECT SECTOR SPDR TR	4,722	$415K	0.08%	-23	Timeline
BWINTHE BALDWIN INSURANCE GRP IN	8,200	$408K	0.08%	new	Timeline
MRKMERCK & CO INC	3,560	$404K	0.08%	+38	Timeline
XLKSELECT SECTOR SPDR TR	1,769	$399K	0.08%	0	Timeline
BAMBROOKFIELD ASSET MANAGMT LTD	8,328	$394K	0.08%	-219	Timeline
EEMISHARES TR	8,350	$383K	0.08%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,614	$357K	0.07%	0	Timeline
HDHOME DEPOT INC	869	$352K	0.07%	+35	Timeline
PEPPEPSICO INC	2,026	$345K	0.07%	-1	Timeline
XLUSELECT SECTOR SPDR TR	4,102	$331K	0.07%	0	Timeline
AGGISHARES TR	3,265	$331K	0.07%	-198	Timeline
NVRNVR INC	33	$324K	0.07%	new	Timeline
OEFISHARES TR	1,156	$320K	0.07%	0	Timeline
RTXRTX CORPORATION	2,638	$320K	0.07%	0	Timeline
NEENEXTERA ENERGY INC	3,697	$313K	0.06%	-29	Timeline
CSCOCISCO SYS INC	5,680	$302K	0.06%	-28	Timeline
PGPROCTER & GAMBLE CO	1,712	$297K	0.06%	-1	Timeline
WELLWELLTOWER INC	2,310	$296K	0.06%	0	Timeline
ABBVABBVIE INC	1,494	$295K	0.06%	-39	Timeline
MDYVSPDR SERIES TRUST	3,644	$290K	0.06%	0	Timeline
LNGCHENIERE ENERGY INC	1,591	$286K	0.06%	0	Timeline
VONVVANGUARD SCOTTSDALE FDS	3,356	$280K	0.06%	-322	Timeline
VTVANGUARD INTL EQUITY INDEX F	2,311	$277K	0.06%	+9	Timeline
LULULULULEMON ATHLETICA INC	1,015	$275K	0.06%	0	Timeline
VOTVANGUARD INDEX FDS	1,105	$269K	0.06%	0	Timeline
BNYBANK OF NY MELLON CORP	3,626	$261K	0.05%	0	Timeline
HCCWARRIOR MET COAL INC	4,000	$256K	0.05%	0	Timeline
SUSCISHARES TR	10,703	$255K	0.05%	-476	Timeline
FNBF N B CORP	17,772	$251K	0.05%	new	Timeline
CWBSPDR SERIES TRUST	3,207	$246K	0.05%	0	Timeline
VBRVANGUARD INDEX FDS	1,220	$245K	0.05%	+2	Timeline
GLWCORNING INC	5,138	$232K	0.05%	new	Timeline
FVFIRST TR EXCHANGE TRADED FD	3,919	$228K	0.05%	0	Timeline
VOEVANGUARD INDEX FDS	1,315	$220K	0.05%	new	Timeline
CMCSACOMCAST CORP NEW	5,256	$220K	0.04%	-28	Timeline
MOALTRIA GROUP INC	4,241	$216K	0.04%	new	Timeline
VVVANGUARD INDEX FDS	821	$216K	0.04%	-8	Timeline
CSXCSX CORP	6,135	$212K	0.04%	0	Timeline
LLYELI LILLY & CO	239	$212K	0.04%	-2	Timeline
TAT&T INC	9,612	$211K	0.04%	new	Timeline
LBRDKLIBERTY BROADBAND CORP	2,706	$209K	0.04%	new	Timeline
TJXTJX COS INC NEW	1,752	$206K	0.04%	new	Timeline
NUSCNUSHARES ETF TR	4,804	$206K	0.04%	new	Timeline
PPGPPG INDS INC	1,541	$204K	0.04%	new	Timeline
ICLNISHARES TR	10,134	$149K	0.03%	-1,255	Timeline
ROCKET LAB USA INCROCKET LAB USA INC	11,000	$107K	0.02%	new
PTONPELOTON INTERACTIVE INC	10,310	$48.3K	0.01%	0	Timeline
QBTSD-WAVE QUANTUM INC	12,500	$12.3K	<0.01%	0	Timeline
GOROGOLD RESOURCE CORP	23,820	$8.32K	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FHYSFEDERATED HERMES ETF TRUST	65,032	$1.49M	shares
IUSGISHARES TR	1,686	$215K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004487	base		2024-11-06	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC