0001665359-18-000001.txt : 20180122
0001665359-18-000001.hdr.sgml : 20180122
20180122142522
ACCESSION NUMBER: 0001665359-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180122
DATE AS OF CHANGE: 20180122
EFFECTIVENESS DATE: 20180122
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: 18539615
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
12-31-2017
12-31-2017
Schneider Downs Wealth Management Advisors, LP
ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA
15222
13F HOLDINGS REPORT
028-17099
N
Nancy Skeans
Chief Executive Officer
412-697-5376
Nancy Skeans
Pittsburgh
PA
01-22-2018
0
45
173004
false
INFORMATION TABLE
2
SchneiderDowns13FDec2017.xml
ISHARES TR
S&P MC 400VL ETF
464287705
217
1353
SH
SOLE
0
0
1353
ISHARES TR
S&P MC 400GR ETF
464287606
225
1043
SH
SOLE
0
0
1043
ISHARES TR
CORE S&P500 ETF
464287200
2715
10099
SH
SOLE
0
0
10099
ISHARES TR
RUS 1000 GRW ETF
464287614
4418
32801
SH
SOLE
0
0
32801
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
216
4102
SH
SOLE
0
0
4102
ALTRIA GROUP INC
COM
02209S103
308
4320
SH
SOLE
0
0
4320
MICROSOFT CORP
COM
594918104
228
2661
SH
SOLE
0
0
2661
AT&T INC
COM
00206R102
400
10287
SH
SOLE
0
0
10287
VERIZON COMMUNICATIONS INC
COM
92343V104
409
7718
SH
SOLE
0
0
7718
ISHARES TR
RUS MID CAP ETF
464287499
10063
48351
SH
SOLE
0
0
48351
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
242
2372
SH
SOLE
0
0
2372
FORD MTR CO DEL
COM PAR $0.01
345370860
149
11960
SH
SOLE
0
0
11960
FEDERATED INVS INC PA
CL B
314211103
102256
2834146
SH
SOLE
0
0
2834146
APPLE INC
COM
037833100
426
2520
SH
SOLE
0
0
2520
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
486
4815
SH
SOLE
0
0
4815
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
395
8610
SH
SOLE
0
0
8610
ISHARES TR
CORE US AGGBD ET
464287226
746
6819
SH
SOLE
0
0
6819
ISHARES TR
SELECT DIVID ETF
464287168
212
2149
SH
SOLE
0
0
2149
AETNA INC NEW
COM
00817Y108
2537
14064
SH
SOLE
0
0
14064
SPDR GOLD TRUST
GOLD SHS
78463V107
410
3315
SH
SOLE
0
0
3315
VANGUARD INDEX FDS
MID CAP ETF
922908629
11660
75332
SH
SOLE
0
0
75332
VANGUARD INDEX FDS
SMALL CP ETF
922908751
734
4963
SH
SOLE
0
0
4963
SPDR SERIES TRUST
S&P 400 MDCP VAL
78464A839
2274
22110
SH
SOLE
0
0
22110
FEDERATED PREM MUN INC FD
COM
31423P108
186
13260
SH
SOLE
0
0
13260
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
245
2200
SH
SOLE
0
0
2200
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
1323
8510
SH
SOLE
0
0
8510
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
1471
18603
SH
SOLE
0
0
18603
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
300
3580
SH
SOLE
0
0
3580
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
12055
268718
SH
SOLE
0
0
268718
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
303
6763
SH
SOLE
0
0
6763
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
5312
155900
SH
SOLE
0
0
155900
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1122
17585
SH
SOLE
0
0
17585
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
581
20796
SH
SOLE
0
0
20796
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
753
15049
SH
SOLE
0
0
15049
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2190
8928
SH
SOLE
0
0
8928
SCHWAB STRATEGIC TR
US REIT ETF
808524847
230
5517
SH
SOLE
0
0
5517
SANOFI
RIGHT 12/31/2020
80105N113
10
25000
SH
SOLE
0
0
25000
POWERSHARES ETF TR II
S&P500 LOW VOL
73937B779
455
9535
SH
SOLE
0
0
9535
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
1816
34901
SH
SOLE
0
0
34901
ISHARES INC
CORE MSCI EMKT
46434G103
407
7158
SH
SOLE
0
0
7158
ISHARES TR
CORE MSCI EAFE
46432F842
1076
16285
SH
SOLE
0
0
16285
ISHARES TR
CORE 1 5 YR USD
46432F859
253
5077
SH
SOLE
0
0
5077
WISDOMTREE TR
US QTLY DIV GRT
97717X669
466
11254
SH
SOLE
0
0
11254
JP MORGAN EXCHANGE TRADED FD
DIV RTN INT EQ
46641Q209
340
5657
SH
SOLE
0
0
5657
PQ GROUP HLDGS INC
COM
73943T103
384
23334
SH
SOLE
0
0
23334