Schneider Downs Wealth Management Advisors, LP
SEC-registered investment advisory firm providing holistic wealth management solutions, including investment management, tax planning, retirement planning, estate strategies, business succession, and institutional endowment/fund management. Focuses on business owners, high-net-worth individuals, and institutions. Known for team-based, client-centric approach and long-term, trust-based relationships.
Investment Strategy
Customized financial strategies integrating investment management, tax planning, and estate strategies; exclusive access to institutional-grade investment opportunities; holistic solutions for complex wealth management needs; strategic fund and endowment management for institutions. Primarily invests in ETFs, including Vanguard and SPDR products, and selective individual equities such as Howmet Aerospace and Berkshire Hathaway.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPDW | SPDR INDEX SHS FDS | 10.16% | $68.0M | 1,678,854 | $32.42 | $40.49 | +$10.6M |
V VO | VANGUARD INDEX FDS | 10.02% | $67.1M | 239,614 | $187.57 | $279.83 | +$7.3M |
S SCHG | SCHWAB STRATEGIC TR | 7.17% | $47.9M | 1,640,699 | $15.08 | $29.21 | +$8.4M |
M MMIT | NEW YORK LIFE INVTS ACTIVE E | 6.55% | $43.8M | 1,838,266 | $24.63 | $23.85 | +$1.6M |
S SCHX | SCHWAB STRATEGIC TR | 5.66% | $37.9M | 1,550,228 | $14.71 | $24.44 | +$4.6M |