0001665359-17-000003.txt : 20170712 0001665359-17-000003.hdr.sgml : 20170712 20170712114928 ACCESSION NUMBER: 0001665359-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170712 DATE AS OF CHANGE: 20170712 EFFECTIVENESS DATE: 20170712 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: 17961370 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 06-30-2017 06-30-2017 Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700 PITTSBURGH PA 15222

13F HOLDINGS REPORT 028-17099 N Nancy Skeans 412-697-5376 Nancy Skeans Pittsburgh PA 07-12-2017 0 45 152350 false INFORMATION TABLE 2 SchneiderDowns13FJune2017.xml ISHARES TR S&P MC 400VL ETF 464287705 236 1588 SH SOLE 0 0 1588 ISHARES TR S&P MC 400GR ETF 464287606 205 1043 SH SOLE 0 0 1043 ISHARES TR CORE S&P500 ETF 464287200 2542 10444 SH SOLE 0 0 10444 ISHARES TR RUS 1000 GRW ETF 464287614 4302 36143 SH SOLE 0 0 36143 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 223 4287 SH SOLE 0 0 4287 ALTRIA GROUP INC COM 02209S103 415 5572 SH SOLE 0 0 5572 MICROSOFT CORP COM 594918104 238 3446 SH SOLE 0 0 3446 AT&T INC COM 00206R102 454 12020 SH SOLE 0 0 12020 VERIZON COMMUNICATIONS INC COM 92343V104 412 9220 SH SOLE 0 0 9220 ISHARES TR RUS MID CAP ETF 464287499 9455 49219 SH SOLE 0 0 49219 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 295 3185 SH SOLE 0 0 3185 FORD MTR CO DEL COM PAR $0.01 345370860 161 14350 SH SOLE 0 0 14350 FEDERATED INVS INC PA CL B 314211103 84125 2977876 SH SOLE 0 0 2977876 WELLTOWER INC COM 95040Q104 229 3055 SH SOLE 0 0 3055 APPLE INC COM 037833100 398 2766 SH SOLE 0 0 2766 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 500 5400 SH SOLE 0 0 5400 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 402 9839 SH SOLE 0 0 9839 ISHARES TR CORE US AGGBD ET 464287226 622 5684 SH SOLE 0 0 5684 AETNA INC NEW COM 00817Y108 2139 14089 SH SOLE 0 0 14089 SPDR GOLD TRUST GOLD SHS 78463V107 391 3315 SH SOLE 0 0 3315 VANGUARD INDEX FDS MID CAP ETF 922908629 10596 74348 SH SOLE 0 0 74348 VANGUARD INDEX FDS REIT ETF 922908553 1303 15655 SH SOLE 0 0 15655 VANGUARD INDEX FDS SMALL CP ETF 922908751 680 5014 SH SOLE 0 0 5014 SPDR SERIES TRUST S&P BIOTECH 78464A870 204 2648 SH SOLE 0 0 2648 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 2328 24171 SH SOLE 0 0 24171 DIGITAL RLTY TR INC COM 253868103 226 2000 SH SOLE 0 0 2000 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 226 2200 SH SOLE 0 0 2200 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 1247 8709 SH SOLE 0 0 8709 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1666 20865 SH SOLE 0 0 20865 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 303 3580 SH SOLE 0 0 3580 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 12403 300178 SH SOLE 0 0 300178 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 373 9125 SH SOLE 0 0 9125 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5144 161858 SH SOLE 0 0 161858 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 878 15205 SH SOLE 0 0 15205 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 412 16597 SH SOLE 0 0 16597 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 477 9454 SH SOLE 0 0 9454 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2257 10164 SH SOLE 0 0 10164 SCHWAB STRATEGIC TR US REIT ETF 808524847 247 5982 SH SOLE 0 0 5982 SANOFI RIGHT 12/31/2020 80105N113 10 25000 SH SOLE 0 0 25000 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 718 16052 SH SOLE 0 0 16052 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1049 20072 SH SOLE 0 0 20072 ISHARES INC CORE MSCI EMKT 46434G103 347 6944 SH SOLE 0 0 6944 ISHARES TR CORE MSCI EAFE 46432F842 949 15593 SH SOLE 0 0 15593 ISHARES TR CORE ST USDB ETF 46432F859 203 4040 SH SOLE 0 0 4040 WISDOMTREE TR US QTLY DIV GRT 97717X669 360 9775 SH SOLE 0 0 9775