Schneider Downs Wealth Management Advisors, LP

RIA/Wealth

Schneider Downs Wealth Management Advisors, LP is a RIA/Wealth based in Pittsburgh, PA led by Derek Joseph Eichelberger, reporting $2.9B in AUM as of Q3 2025 with 76% ETF concentration, 65% concentrated in top 10 holdings, 16% allocation to FHI, and minimal technology exposure.

CEODerek Joseph Eichelberger

Portfolio Value: $839.5M
Positions: 147
Top Holding: FHI at 16.44%
Last Reported: Q3 2025

AddressOne Ppg Place, Suite 1700, Pittsburgh, PA, 15222, United States

Top Holdings

Largest long holdings in Schneider Downs Wealth Management Advisors, LP's portfolio (65% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Federated Hermes FHI	Asset Management Financial Services	$138.0M	16.44%	+$133.8M Bought	3.43% 2.7M shares	Q4 2015 Held for 9y 11m
2 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$73.8M	8.79%	+$2.0M Bought	— 1.7M shares	Q1 2020 Held for 5y 8m
3 Vanguard Mid-Cap Fund VO	ETF ETF	$70.0M	8.33%	-$421.8K Sold	— 238.2K shares	Q4 2015 Held for 9y 11m
4 MMIT MacKay Municipal Intermediate MMIT	ETF ETF	$54.5M	6.49%	+$9.8M Bought	— 2.2M shares	Q4 2022 Held for 2y 11m
5 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$51.2M	6.10%	-$1.2M Sold	— 1.6M shares	Q1 2019 Held for 6y 8m
6 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$39.4M	4.70%	+$1.3M Bought	— 598.3K shares	Q1 2020 Held for 5y 8m
7 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$37.1M	4.42%	-$3.8M Sold	— 1.4M shares	Q2 2016 Held for 9y 5m
8 iShares National Muni Bond MUB	ETF ETF	$33.4M	3.98%	+$3.1M Bought	— 313.5K shares	Q1 2020 Held for 5y 8m
9 Janus Henderson Short Duration Income VNLA	ETF ETF	$26.3M	3.13%	+$959.6K Bought	— 532.9K shares	Q4 2022 Held for 2y 11m
10 iShares S&P Small-Cap 600 Growth ETF IJT	ETF ETF	$22.3M	2.66%	+$766.5K Bought	— 157.6K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Schneider Downs Wealth Management Advisors, LP's latest filing

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Market Value

$839.5M

Prior: $668.8M

Q/Q Change

+25.51%

+$170.6M

Net Flows % of MV

+15.36%

Turnover Ratio

11.3%

New Purchases

2 stocks

$424.9K

Added To

49 stocks

+$158.5M

Sold Out Of

5 stocks

$2.5M

Reduced Holdings

37 stocks

-$27.4M

Increased Positions

Position	Shares Δ	Change
1 American Water Works AWK	New	0 → 1.6K +$218.3K
2 SPDR S&P Metals & Mining XME	New	0 → 2.2K +$206.6K
3 Federated Hermes FHI	+3,229.03%	79.8K → 2.7M +$133.8M
4 Nvidia NVDA	+51.76%	5.0K → 7.6K +$485.9K
5 Home Depot HD	+49.06%	797.0 → 1.2K +$158.4K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	4.7K → 0 −$1.7M
2 Liberty Broadband Corporation LBRDK	Sold	2.7K → 0 −$265.3K
3 SPDR Bloomberg Convertible Securities ETF CWB	Sold	3.2K → 0 −$265.1K
4 lululemon athletica LULU	Sold	1.0K → 0 −$241.4K
5 Peloton Interactive, Inc. PTON	Sold	10.0K → 0 −$69.4K