Schneider Downs Wealth Management Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Hold	3,175	–	–	0.03%	142
2026 Q1	$242K	Buy	3,175 +201	+7%	+$16K	0.03%	141
2025 Q4	$239K	Hold	2,974	–	–	0.03%	141
2025 Q3	$233K	Hold	2,974	–	–	0.03%	135
2025 Q2	$216K	Buy	+2,974	New	+$200K	0.03%	137

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VOTE Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 3,175 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #142.

Schneider Downs Wealth Management Advisors first reported a position in VOTE in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Schneider Downs Wealth Management Advisors held 3,175 shares of TCW Transform 500 ETF worth $280K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #142 holding.
Schneider Downs Wealth Management Advisors first reported a position in TCW Transform 500 ETF in Q2 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.