Holdings
Schneider Downs Wealth Management Advisors, LP
As of Jun 30, 2026, Schneider Downs Wealth Management Advisors, LP reported 74 positions worth US$281M. Largest: Federated Hermes, Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Federated Hermes, Inc. | 3.55M | US$196M | +824K | Jun 30, 2026 |
| Apple Inc | 36,791 | US$10.6M | +3,072 | Jun 30, 2026 |
| Microsoft Corp. | 25,438 | US$9.49M | +12,731 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 18,352 | US$6.56M | +660 | Jun 30, 2026 |
| Porch Group, Inc. | 274K | US$4.12M | no change | Jun 30, 2026 |
| Raymond James Financial, Inc. | 21,840 | US$3.32M | +294 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 6,554 | US$3.28M | +923 | Jun 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 12,192 | US$3M | +375 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 8,889 | US$2.91M | +13 | Jun 30, 2026 |
| Amazon.com, Inc. | 10,849 | US$2.59M | +986 | Jun 30, 2026 |