Schneider Downs Wealth Management Advisors, LP
•CIK: 1665359•Filing: Q4 2025
**Schneider Downs Wealth Management Advisors, LP** manages $887M across a diversified portfolio of 156 positions. The fund exhibits significant allocations to sector-specific and thematic ETFs, notably holding FHI at $138.7M and SPDW at $78.8M. Further concentration is visible in broad market exposure via VO ($70.4M) and MMIT ($59.0M). This positioning suggests a tactical approach emphasizing fixed income, specialized indices, and growth sectors.
Total AUM
$887.1M
QoQ Performance
+5.3%
Positions
101
Top 10 Concentration
64.6%
Latest Filing
Q4 2025
Top Holdings Allocation
FHI
SPDW
VO
MMIT
SCHG
FHI15.6%
SPDW8.9%
VO7.9%
MMIT6.7%
SCHG5.9%
IEMG4.7%
SCHX4.3%
MUB4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.9%
Technology2.9%
ETF2.9%
Financial0.8%
Consumer0.7%
Healthcare0.3%
Industrial0.2%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW12 new positions
↑71 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022