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Michael Divens

Schneider Downs Wealth Management Advisors, Lp

Assets Managed
$906.84M
Holdings
156
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
2.22%(2Q avg: 3.75%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Schneider Downs Wealth Management Advisors, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Schneider Downs Wealth Management Advisors, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 906.84M in assets, with a quarterly growth rate of 2.22% and a 2-quarter average growth rate of 3.75%. The portfolio is managed by Michael Divens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FHI
Federated Hermes Inc
Recent Activity
Increased 2.45%
17.06%
$154.698M
2.728M shares@ $56.72 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.73%
9.09%
$82.386M
1.805M shares@ $45.66 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.43%
7.8%
$70.655M
246,030 shares@ $287.18 avg price
MMIT
Nyli Mackay Muni Int Etf-usd
Recent Activity
Increased 6.32%
6.86%
$62.179M
2.58M shares@ $24.11 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.95%
5.28%
$47.792M
1.641M shares@ $29.13 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 3.5%
4.94%
$44.752M
641,602 shares@ $69.75 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 5.8%
4.22%
$38.264M
360,475 shares@ $106.16 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.52%
4.04%
$36.608M
1.428M shares@ $25.65 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Decreased -9.2%
3.47%
$31.434M
643,344 shares@ $48.87 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 2.83%
2.62%
$23.736M
164,021 shares@ $144.72 avg price

1-10 of 156