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Home > Institutional Investor > Schneider Downs Wealth Management Advisors, Lp > Profile

Instuitional Investor - Schneider Downs Wealth Management Advisors, Lp

Fund Profile
Filing Period:
Fund Name: Schneider Downs Wealth Management Advisors, Lp
Portfolio Value $1,077,023,983
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Federated Hermes Inc.
 FHI 3,507,785 $197,733,841 18.36%
2.
Spdr Index Shs Fds - ST STR PO EX ETF
 1,851,293 $92,953,412 8.63%
3.
Vanguard Index Fds
 1,002,058 $78,581,395 7.3%
4.
Nylim Active Etf Tr
 2,650,672 $60,647,387 5.63%
5.
Schwab Strategic Trust
 SCHD 1,685,014 $60,542,539 5.62%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.