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