0001665359-16-000003.txt : 20160713
0001665359-16-000003.hdr.sgml : 20160713
20160713091050
ACCESSION NUMBER: 0001665359-16-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160713
DATE AS OF CHANGE: 20160713
EFFECTIVENESS DATE: 20160713
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Schneider Downs Wealth Management Advisors, LP
CENTRAL INDEX KEY: 0001665359
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: 161764976
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
13F-HR
LIVE
false
true
false
0001665359
XXXXXXXX
06-30-2016
06-30-2016
Schneider Downs Wealth Management Advisors, LP
ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA
15222
13F HOLDINGS REPORT
028-17099
N
Nancy Skeans
Partner / Managing Director
412-697-5376
Nancy Skeans
Pittsburgh
PA
07-13-2016
0
29
148250
false
INFORMATION TABLE
2
SchneiderDowns13FJune2016.xml
ISHARES TR
S&P MC 400VL ETF
464287705
648
5059
SH
SOLE
0
0
5059
ISHARES TR
CORE S&P500 ETF
464287200
1220
5795
SH
SOLE
0
0
5795
ISHARES TR
RUS 1000 GRW ETF
464287614
3917
39030
SH
SOLE
0
0
39030
AT&T INC
COM
00206R102
450
10410
SH
SOLE
0
0
10410
VERIZON COMMUNICATIONS INC
COM
92343V104
452
8091
SH
SOLE
0
0
8091
ISHARES TR
RUS MID-CAP ETF
464287499
8810
52381
SH
SOLE
0
0
52381
MATTHEWS INTL CORP
CL A
577128101
223
4000
SH
SOLE
0
0
4000
FORD MTR CO DEL
COM PAR $0.01
345370860
191
15207
SH
SOLE
0
0
15207
FEDERATED INVS INC PA
CL B
314211103
100176
3480738
SH
SOLE
0
0
3480738
APPLE INC
COM
37833100
359
3751
SH
SOLE
0
0
3751
ISHARES TR
CORE US AGGBD ET
464287226
462
4100
SH
SOLE
0
0
4100
VANGUARD INDEX FDS
MID CAP ETF
922908629
7407
59913
SH
SOLE
0
0
59913
VANGUARD INDEX FDS
REIT ETF
922908553
4091
46132
SH
SOLE
0
0
46132
VANGUARD INDEX FDS
SMALL CP ETF
922908751
812
7021
SH
SOLE
0
0
7021
SPDR SERIES TRUST
S&P 400 MDCP VAL
78464A839
1971
23815
SH
SOLE
0
0
23815
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
446
3623
SH
SOLE
0
0
3623
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
2116
26108
SH
SOLE
0
0
26108
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
315
3580
SH
SOLE
0
0
3580
ISHARES TR
MSCI KLD400 SOC
464288570
419
5419
SH
SOLE
0
0
5419
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4074
115206
SH
SOLE
0
0
115206
WESBANCO INC
COM
950810101
663
21366
SH
SOLE
0
0
21366
NEURALSTEM INC
COM
64127R302
3
11000
SH
SOLE
0
0
11000
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
5414
199687
SH
SOLE
0
0
199687
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
242
4855
SH
SOLE
0
0
4855
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2049
10659
SH
SOLE
0
0
10659
SANOFI
RIGHT 12/31/2020
80105N113
6
25000
SH
SOLE
0
0
25000
POWERSHARES ETF TR II
S&P500 LOW VOL
73937B779
472
11041
SH
SOLE
0
0
11041
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
350
6518
SH
SOLE
0
0
6518
ISHARES TR
CORE MSCI EAFE
46432F842
492
9473
SH
SOLE
0
0
9473