Chief Compliance Officer

0001172661-24-000608.txt : 20240209 0001172661-24-000608.hdr.sgml : 20240209 20240209112214 ACCESSION NUMBER: 0001172661-24-000608 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Schneider Downs Wealth Management Advisors, LP CENTRAL INDEX KEY: 0001665359 ORGANIZATION NAME: IRS NUMBER: 251857157 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17099 FILM NUMBER: 24613072 BUSINESS ADDRESS: STREET 1: ONE PPG PLACE, SUITE 1700 CITY: PITTSBURGH STATE: PA ZIP: 15222 BUSINESS PHONE: 412-697-5200 MAIL ADDRESS: STREET 1: ONE PPG PLACE, SUITE 1700 CITY: PITTSBURGH STATE: PA ZIP: 15222 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001665359 XXXXXXXX 12-31-2023 12-31-2023 false Schneider Downs Wealth Management Advisors, LP

One Ppg Place, Suite 1700 Pittsburgh PA 15222

13F HOLDINGS REPORT 028-17099 000128591 801-62441 N Nancy L. Skeans Chief Compliance Officer 412-697-5576 /s/ Nancy L. Skeans Pittsburgh PA 02-09-2024 0 121 384526484 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 241443 1558 SH SOLE 0 0 1558 ALPHABET INC CAP STK CL A 02079K305 561973 4023 SH SOLE 0 0 4023 AMAZON COM INC COM 023135106 487575 3209 SH SOLE 0 0 3209 AMC ENTMT HLDGS INC CL A NEW 00165C302 112890 18446 SH SOLE 0 0 18446 AMGEN INC COM 031162100 508067 1764 SH SOLE 0 0 1764 ANSYS INC COM 03662Q105 1709165 4710 SH SOLE 0 0 4710 APPLE INC COM 037833100 5573851 28951 SH SOLE 0 0 28951 AT&T INC COM 00206R102 175049 10432 SH SOLE 0 0 10432 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 375426 1053 SH SOLE 0 0 1053 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 323931 8064 SH SOLE 0 0 8064 BROOKFIELD CORP CL A LTD VT SH 11271J107 1288133 32107 SH SOLE 0 0 32107 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 371393 11794 SH SOLE 0 0 11794 CBIZ INC COM 124805102 1770170 28282 SH SOLE 0 0 28282 CHENIERE ENERGY INC COM NEW 16411R208 275867 1616 SH SOLE 0 0 1616 COMCAST CORP NEW CL A 20030N101 236615 5396 SH SOLE 0 0 5396 COSTCO WHSL CORP NEW COM 22160K105 488459 740 SH SOLE 0 0 740 CSX CORP COM 126408103 212700 6135 SH SOLE 0 0 6135 D-WAVE QUANTUM INC COM 26740W109 11001 12500 SH SOLE 0 0 12500 EATON CORP PLC SHS G29183103 1328122 5515 SH SOLE 0 0 5515 ELI LILLY & CO COM 532457108 247158 424 SH SOLE 0 0 424 EXXON MOBIL CORP COM 30231G102 1630374 16307 SH SOLE 0 0 16307 FARMERS NATIONAL BANC CORP COM 309627107 3182251 220225 SH SOLE 0 0 220225 FEDERATED HERMES ETF TRUST SHORT DURATION H 31423L206 1483738 65032 SH SOLE 0 0 65032 FEDERATED HERMES ETF TRUST US STRATEGIC DIV 31423L305 365960 15242 SH SOLE 0 0 15242 FEDERATED HERMES INC CL B 314211103 2557006 75517 SH SOLE 0 0 75517 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 202009 3919 SH SOLE 0 0 3919 GOLD RESOURCE CORP COM 38068T105 8956 23820 SH SOLE 0 0 23820 HYCROFT MINING HOLDING CORP CL A NEW 44862P208 58553 23899 SH SOLE 0 0 23899 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 2556008 104072 SH SOLE 0 0 104072 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 23466207 955464 SH SOLE 0 0 955464 INTERNATIONAL BUSINESS MACHS COM 459200101 252848 1546 SH SOLE 0 0 1546 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 7458922 157894 SH SOLE 0 0 157894 INVESCO QQQ TR UNIT SER 1 46090E103 462348 1129 SH SOLE 0 0 1129 ISHARES INC ESG AWR MSCI EM 46434G863 988666 30838 SH SOLE 0 0 30838 ISHARES INC CORE MSCI EMKT 46434G103 13443602 265789 SH SOLE 2610 0 263179 ISHARES TR ESG AW MSCI EAFE 46435G516 1086567 14384 SH SOLE 0 0 14384 ISHARES TR CORE 1 5 YR USD 46432F859 394903 8303 SH SOLE 0 0 8303 ISHARES TR MSCI EMG MKT ETF 464287234 335754 8350 SH SOLE 0 0 8350 ISHARES TR ESG AWRE 1 5 YR 46435G243 534986 21854 SH SOLE 0 0 21854 ISHARES TR MSCI EAFE ETF 464287465 4817743 63938 SH SOLE 0 0 63938 ISHARES TR S&P MC 400GR ETF 464287606 430323 5432 SH SOLE 0 0 5432 ISHARES TR 1 3 YR TREAS BD 464287457 223149 2720 SH SOLE 0 0 2720 ISHARES TR RUS MID CAP ETF 464287499 7936270 102100 SH SOLE 0 0 102100 ISHARES TR RUS 1000 GRW ETF 464287614 12936288 42670 SH SOLE 0 0 42670 ISHARES TR CORE MSCI EAFE 46432F842 639698 9093 SH SOLE 0 0 9093 ISHARES TR CORE US AGGBD ET 464287226 425471 4287 SH SOLE 0 0 4287 ISHARES TR SP SMCP600VL ETF 464287879 583927 5665 SH SOLE 0 0 5665 ISHARES TR MSCI ACWI ETF 464288257 220536 2167 SH SOLE 0 0 2167 ISHARES TR CORE S&P500 ETF 464287200 2722051 5699 SH SOLE 0 0 5699 ISHARES TR S&P 500 VAL ETF 464287408 1082987 6228 SH SOLE 0 0 6228 ISHARES TR S&P 100 ETF 464287101 258239 1156 SH SOLE 0 0 1156 ISHARES TR CORE S&P SCP ETF 464287804 7153786 66086 SH SOLE 0 0 66086 ISHARES TR S&P 500 GRWT ETF 464287309 1396109 18590 SH SOLE 0 0 18590 ISHARES TR GL CLEAN ENE ETF 464288224 177124 11376 SH SOLE 0 0 11376 ISHARES TR CORE S&P MCP ETF 464287507 1005125 3627 SH SOLE 0 0 3627 ISHARES TR NATIONAL MUN ETF 464288414 19370542 178679 SH SOLE 0 0 178679 ISHARES TR MSCI KLD400 SOC 464288570 945008 10379 SH SOLE 0 0 10379 ISHARES TR RUSSELL 2000 ETF 464287655 633441 3156 SH SOLE 0 0 3156 ISHARES TR EAFE GRWTH ETF 464288885 676400 6984 SH SOLE 0 0 6984 ISHARES TR ESG AWRE USD ETF 46435G193 261788 11250 SH SOLE 0 0 11250 ISHARES TR S&P SML 600 GWT 464287887 13493941 107831 SH SOLE 517 0 107314 ISHARES TR S&P MC 400VL ETF 464287705 436545 3828 SH SOLE 0 0 3828 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 4214231 92397 SH SOLE 0 0 92397 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 10713179 221713 SH SOLE 1744 0 219969 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 2648043 45027 SH SOLE 0 0 45027 JOHNSON & JOHNSON COM 478160104 322101 2055 SH SOLE 0 0 2055 JPMORGAN CHASE & CO COM 46625H100 341088 2005 SH SOLE 0 0 2005 KKR & CO INC COM 48251W104 372825 4500 SH SOLE 0 0 4500 LIBERTY BROADBAND CORP COM SER C 530307305 218077 2706 SH SOLE 0 0 2706 LULULEMON ATHLETICA INC COM 550021109 518959 1015 SH SOLE 0 0 1015 MANULIFE FINL CORP COM 56501R106 530223 23992 SH SOLE 0 0 23992 MICROSOFT CORP COM 594918104 7229929 19226 SH SOLE 0 0 19226 NVIDIA CORPORATION COM 67066G104 409547 827 SH SOLE 0 0 827 ORACLE CORP COM 68389X105 419717 3981 SH SOLE 0 0 3981 PACCAR INC COM 693718108 965850 9891 SH SOLE 0 0 9891 PARK-OHIO HLDGS CORP COM 700666100 516419 19155 SH SOLE 0 0 19155 PEPSICO INC COM 713448108 212979 1254 SH SOLE 0 0 1254 PNC FINL SVCS GROUP INC COM 693475105 661674 4273 SH SOLE 0 0 4273 PORCH GROUP INC COM 733245104 873522 283611 SH SOLE 0 0 283611 PPG INDS INC COM 693506107 299399 2002 SH SOLE 0 0 2002 RAYMOND JAMES FINL INC COM 754730109 1091028 9785 SH SOLE 0 0 9785 REMITLY GLOBAL INC COM 75960P104 1559193 80288 SH SOLE 0 0 80288 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 31301336 377306 SH SOLE 2315 0 374991 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1611545 34114 SH SOLE 0 0 34114 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2743879 110685 SH SOLE 0 0 110685 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 23759875 421274 SH SOLE 0 0 421274 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 8126210 174307 SH SOLE 0 0 174307 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6763488 96483 SH SOLE 0 0 96483 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2482899 67178 SH SOLE 0 0 67178 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6106760 81078 SH SOLE 0 0 81078 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 259780 4102 SH SOLE 0 0 4102 SELECT SECTOR SPDR TR ENERGY 81369Y506 277406 3309 SH SOLE 0 0 3309 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 296227 1539 SH SOLE 0 0 1539 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 550984 1462 SH SOLE 0 0 1462 SPDR GOLD TR GOLD SHS 78463V107 1432246 7492 SH SOLE 0 0 7492 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 39871356 1172342 SH SOLE 1886 0 1170456 SPDR S&P 500 ETF TR TR UNIT 78462F103 2200210 4629 SH SOLE 0 0 4629 SPDR SER TR PORTFOLIO S&P500 78464A854 1863379 33334 SH SOLE 0 0 33334 SPDR SER TR S&P 400 MDCP GRW 78464A821 617694 8163 SH SOLE 0 0 8163 SPDR SER TR S&P 400 MDCP VAL 78464A839 267397 3644 SH SOLE 0 0 3644 SPDR SER TR BBG CONV SEC ETF 78464A359 231385 3207 SH SOLE 0 0 3207 TELEFONICA S A SPONSORED ADR 879382208 49210 12618 SH SOLE 0 0 12618 TRIMAS CORP COM NEW 896215209 576004 22740 SH SOLE 0 0 22740 VANECK ETF TRUST GOLD MINERS ETF 92189F106 486578 15691 SH SOLE 0 0 15691 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 242625 1105 SH SOLE 0 0 1105 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9583707 21941 SH SOLE 0 0 21941 VANGUARD INDEX FDS SM CP VAL ETF 922908611 237687 1321 SH SOLE 0 0 1321 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2452618 10339 SH SOLE 0 0 10339 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 378190 4280 SH SOLE 0 0 4280 VANGUARD INDEX FDS SMALL CP ETF 922908751 607991 2850 SH SOLE 0 0 2850 VANGUARD INDEX FDS MID CAP ETF 922908629 37454832 161000 SH SOLE 734 0 160266 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 222735 2165 SH SOLE 0 0 2165 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2317415 45395 SH SOLE 0 0 45395 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 745247 9552 SH SOLE 0 0 9552 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 290087 3999 SH SOLE 0 0 3999 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 432134 2536 SH SOLE 0 0 2536 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8041015 167871 SH SOLE 0 0 167871 VISA INC COM CL A 92826C839 209321 804 SH SOLE 0 0 804 WALMART INC COM 931142103 269739 1711 SH SOLE 0 0 1711 WARRIOR MET COAL INC COM 93627C101 243880 4000 SH SOLE 0 0 4000 WELLTOWER INC COM 95040Q104 208293 2310 SH SOLE 0 0 2310