Schneider Downs Wealth Management Advisors, LP - Portfolio Stock Holdings
Schneider Downs Wealth Management Advisors, LP disclosed 179 stock positions in a recent SEC 13F filing. $1,061,997,179 of stock holdings were filed, with the largest holdings including FHI, SPDW, and VO. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.We estimate the fund has a total AUM of $3,305,788,046 and has 28 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.
Report Period:
June 30, 2026No. of Stocks:
179Est. Stock Holding Value:
$1,061,997,179Top Stock Holdings By Sector
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Portfolio Stock Holdings - Schneider Downs Wealth Management Advisors, LP
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Holdings (Shares)
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% of Portfolio
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