Schneider Downs Wealth Management Advisors, LP
Schneider Downs Wealth Management Advisors, LP reported 177 positions worth $1.06B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: FHI (18.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FHI | SH | $196.1M | 18.43% | 3,551,578 | — | — | |
| ▸ 2 | SPDW | SH | $91.8M | 8.63% | 1,822,730 | — | — | |
| ▸ 3 | VO | SH | $80.9M | 7.60% | 1,004,416 | — | — | |
| ▸ 4 | MMIT | SH | $64.8M | 6.09% | 2,659,925 | — | — | |
| ▸ 5 | SCHG | SH | $56.9M | 5.34% | 1,680,065 | — | — | |
| ▸ 6 | IEMG | SH | $54.1M | 5.08% | 652,670 | — | — | |
| ▸ 7 | SCHX | SH | $42.2M | 3.97% | 1,434,461 | — | — | |
| ▸ 8 | MUB | SH | $41.2M | 3.87% | 382,510 | — | — | |
| ▸ 9 | VNLA | SH | $32.7M | 3.07% | 669,210 | — | — | |
| ▸ 10 | IJT | SH | $30.3M | 2.84% | 169,475 | — | — |
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Frequently Asked Questions
What stocks does Schneider Downs Wealth Management Advisors, LP hold as of Q2 2026?
Schneider Downs Wealth Management Advisors, LP reported 177 positions worth $1.06B in its Q2 2026 13F filing. Largest positions: FHI (18.4%), SPDW (8.6%), VO (7.6%), MMIT (6.1%) and SCHG (5.3%).
What did Schneider Downs Wealth Management Advisors, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Schneider Downs Wealth Management Advisors, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.