CHIEF COMPLIANCE OFFICER

0001665359-20-000004.txt : 20200715 0001665359-20-000004.hdr.sgml : 20200715 20200715134431 ACCESSION NUMBER: 0001665359-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200715 DATE AS OF CHANGE: 20200715 EFFECTIVENESS DATE: 20200715 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: 201029033 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 false false 0001665359 XXXXXXXX 06-30-2020 06-30-2020 Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700 PITTSBURGH PA 15222

13F HOLDINGS REPORT 028-17099 N NANCY L. SKEANS CHIEF COMPLIANCE OFFICER 412-697-5376 NANCY L. SKEANS PITTSBURGH X1 07-15-2020 0 93 292705 false INFORMATION TABLE 2 sdfjuly2020.xml ABBVIE INC COM 00287Y109 284 2896 SH SOLE 0 0 2896 ALLEGHENY TECHNOLOGIES INC COM 01741R102 154 15101 SH SOLE 0 0 15101 ALPHABET INC CAP STK CL A 02079K305 413 291 SH SOLE 0 0 291 ALTRIA GROUP INC COM 02209S103 209 5316 SH SOLE 0 0 5316 AMAZON COM INC COM 023135106 419 152 SH SOLE 0 0 152 AMGEN INC COM 031162100 307 1301 SH SOLE 0 0 1301 ANSYS INC COM 03662Q105 1399 4797 SH SOLE 0 0 4797 APPLE INC COM 037833100 3494 9577 SH SOLE 0 0 9577 BK OF AMERICA CORP COM 060505104 272 11465 SH SOLE 0 0 11465 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1174 35669 SH SOLE 0 0 35669 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 278 6763 SH SOLE 0 0 6763 CBIZ INC COM 124805102 874 36477 SH SOLE 0 0 36477 CISCO SYS INC COM 17275R102 332 7116 SH SOLE 0 0 7116 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 2313 109498 SH SOLE 0 0 109498 COMCAST CORP NEW CL A 20030N101 251 6448 SH SOLE 0 0 6448 COSTCO WHSL CORP NEW COM 22160K105 209 689 SH SOLE 0 0 689 CROWN CASTLE INTL CORP NEW COM 22822V101 336 2008 SH SOLE 0 0 2008 DISNEY WALT CO COM DISNEY 254687106 263 2355 SH SOLE 0 0 2355 EATON CORP PLC SHS G29183103 441 5036 SH SOLE 0 0 5036 FEDERATED HERMES INC CL B 314211103 148602 6270121 SH SOLE 0 0 6270121 FEDERATED HERMES PREM MUNI I COM 31423P108 175 13260 SH SOLE 0 0 13260 FLEXSHARES TR QUALT DIVD IDX 33939L860 308 7300 SH SOLE 0 0 7300 FLEXSHARES TR INTL QLTDV IDX 33939L837 370 18400 SH SOLE 0 0 18400 HOME DEPOT INC COM 437076102 227 906 SH SOLE 0 0 906 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 5028 192125 SH SOLE 0 0 192125 INTEL CORP COM 458140100 217 3627 SH SOLE 0 0 3627 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1680 29420 SH SOLE 0 0 29420 INVESCO EXCHANGE-TRADED FD T S&P SMLCP LOW 46138G102 303 8952 SH SOLE 0 0 8952 INVESCO QQQ TR UNIT SER 1 46090E103 227 915 SH SOLE 0 0 915 ISHARES INC EM MKTS DIV ETF 464286319 220 7028 SH SOLE 0 0 7028 ISHARES INC CORE MSCI EMKT 46434G103 1134 23819 SH SOLE 0 0 23819 ISHARES INC ESG MSCI EM ETF 46434G863 594 18530 SH SOLE 0 0 18530 ISHARES TR CORE S&P MCP ETF 464287507 264 1483 SH SOLE 0 0 1483 ISHARES TR S&P MC 400GR ETF 464287606 304 1358 SH SOLE 0 0 1358 ISHARES TR CORE S&P SCP ETF 464287804 1103 16159 SH SOLE 0 0 16159 ISHARES TR S&P 500 VAL ETF 464287408 708 6546 SH SOLE 0 0 6546 ISHARES TR CORE S&P500 ETF 464287200 3008 9714 SH SOLE 0 0 9714 ISHARES TR S&P 500 GRWT ETF 464287309 464 2236 SH SOLE 0 0 2236 ISHARES TR RUS 1000 GRW ETF 464287614 7045 36701 SH SOLE 0 0 36701 ISHARES TR RUS 2000 GRW ETF 464287648 381 1841 SH SOLE 0 0 1841 ISHARES TR MSCI EAFE ETF 464287465 746 12255 SH SOLE 0 0 12255 ISHARES TR RUS MID CAP ETF 464287499 6920 129107 SH SOLE 0 0 129107 ISHARES TR EAFE GRWTH ETF 464288885 754 9068 SH SOLE 0 0 9068 ISHARES TR MSCI KLD400 SOC 464288570 661 5600 SH SOLE 0 0 5600 ISHARES TR NATIONAL MUN ETF 464288414 8835 76558 SH SOLE 0 0 76558 ISHARES TR MSCI MIN VOL ETF 46429B697 334 5510 SH SOLE 0 0 5510 ISHARES TR ESG MSCI EAFE 46435G516 575 9497 SH SOLE 0 0 9497 ISHARES TR ESG AWRE 1 5 YR 46435G243 224 8627 SH SOLE 0 0 8627 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 766 15509 SH SOLE 0 0 15509 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 2344 46629 SH SOLE 0 0 46629 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 1186 30914 SH SOLE 0 0 30914 JPMORGAN CHASE & CO COM 46625H100 364 3868 SH SOLE 0 0 3868 LIBERTY BROADBAND CORP COM SER C 530307305 422 3405 SH SOLE 0 0 3405 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 317 9200 SH SOLE 0 0 9200 LULULEMON ATHLETICA INC COM 550021109 317 1015 SH SOLE 0 0 1015 MASTERCARD INCORPORATED CL A 57636Q104 214 725 SH SOLE 0 0 725 MEDTRONIC PLC SHS G5960L103 262 2852 SH SOLE 0 0 2852 MICROSOFT CORP COM 594918104 4355 21398 SH SOLE 0 0 21398 NEXTERA ENERGY INC COM 65339F101 230 957 SH SOLE 0 0 957 ORACLE CORP COM 68389X105 440 7965 SH SOLE 0 0 7965 PACCAR INC COM 693718108 225 3000 SH SOLE 0 0 3000 PEPSICO INC COM 713448108 283 2140 SH SOLE 0 0 2140 PNC FINL SVCS GROUP INC COM 693475105 224 2132 SH SOLE 0 0 2132 PROCTER AND GAMBLE CO COM 742718109 278 2322 SH SOLE 0 0 2322 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2914 97966 SH SOLE 0 0 97966 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9606 129637 SH SOLE 0 0 129637 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1424 21792 SH SOLE 0 0 21792 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 10159 100052 SH SOLE 0 0 100052 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 476 9508 SH SOLE 0 0 9508 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3023 124150 SH SOLE 0 0 124150 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 294 5697 SH SOLE 0 0 5697 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2555 48556 SH SOLE 0 0 48556 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1026 18245 SH SOLE 0 0 18245 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 231 4102 SH SOLE 0 0 4102 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 236 917 SH SOLE 0 0 917 SPDR GOLD TR GOLD SHS 78463V107 760 4539 SH SOLE 0 0 4539 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4155 150435 SH SOLE 0 0 150435 SPDR S&P 500 ETF TR TR UNIT 78462F103 720 2334 SH SOLE 0 0 2334 SPDR SER TR S&P 400 MDCP VAL 78464A839 234 5486 SH SOLE 0 0 5486 SPDR SER TR S&P 400 MDCP GRW 78464A821 511 9501 SH SOLE 0 0 9501 SPDR SER TR PORTFOLIO S&P500 78464A854 1049 28944 SH SOLE 0 0 28944 TRIMAS CORP COM NEW 896215209 719 30035 SH SOLE 0 0 30035 TRISTATE CAP HLDGS INC COM 89678F100 566 36050 SH SOLE 0 0 36050 UNITEDHEALTH GROUP INC COM 91324P102 253 859 SH SOLE 0 0 859 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 285 3426 SH SOLE 0 0 3426 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1417 9052 SH SOLE 0 0 9052 VANGUARD INDEX FDS MID CAP ETF 922908629 20910 127571 SH SOLE 0 0 127571 VANGUARD INDEX FDS SMALL CP ETF 922908751 635 4358 SH SOLE 0 0 4358 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4233 14935 SH SOLE 0 0 14935 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 254 2171 SH SOLE 0 0 2171 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 6328 163138 SH SOLE 0 0 163138 VISA INC COM CL A 92826C839 291 1509 SH SOLE 0 0 1509 WALMART INC COM 931142103 381 3177 SH SOLE 0 0 3177