Schneider Downs Wealth Management Advisors, LP

CIK 0001665359 · Q1 2026

13F Equity AUM

$906.8M

+2.2% QoQ

Positions

156

0 QoQ

AUM Rank

#2,979

Top 24%

Skill Alpha (FF)

-4.2%/yr^ns

No Clear Edge

Rank #7,100 · Top 86%

vs S&P -9.3%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 46.1%Top 10: 65.3%Top 20: 81.0%

FHI17.1%

SPDW9.1%

VO7.8%

MMIT6.9%

SCHG5.3%

IEMG4.9%

MUB4.2%

SCHX4.0%

VNLA3.5%

IJT2.6%

Others (146)34.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services94.6%

Technology2.3%

Other3.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 156Median: 0.08%Avg: 0.64%

0–0.5%

128(13.3%)

0.5–1%

9(6.7%)

1–3%

10(17.4%)

3–5%

4(16.7%)

5%+

5(46.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 152Unique: 4vs 20 funds

2.1%Low

156

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

3.2%

2.8%

3.1%

4.5%

2.2%

GEODE CAPITAL MANAGEMENT, LLC

1.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New6Increased46Decreased45Exited6

New Positions

SLDE0.1%

+40K

CHV0.0%

+1K

COPX0.0%

+3K

KO0.0%

+3K

IWN0.0%

+1K

IGC0.0%

+10K

Increased

MMIT6.9%

+153K(+6%)

FHI17.1%

+65K(+2%)

FTRB1.4%

+65K(+14%)

JPIE2.4%

+61K(+15%)

SCHG5.3%

+31K(+2%)

FBND1.8%

+31K(+9%)

SPDW9.1%

+31K(+2%)

IEMG4.9%

+22K(+4%)

MUB4.2%

+20K(+6%)

FEGE0.6%

+16K(+18%)

Decreased

VNLA3.5%

-65,217(-9%)

VTEB0.8%

-2,918(-2%)

SUSB0.1%

-1,610(-4%)

SCHV1.0%

-1,454(-1%)

IWR0.8%

-1,089(-1%)

IJR1.4%

-960(-1%)

VEA1.5%

-807(-0%)

MSFT0.5%

-607(-5%)

PRCH0.2%

-600(-0%)

SCHF0.3%

-528(-0%)

Exited

FMNB

-37,086

LLY

-207

-382

-3,271

LULU

-1,016

BAC

-4,014

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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