CHIEF COMPLIANCE OFFICER

0001665359-20-000005.txt : 20201014 0001665359-20-000005.hdr.sgml : 20201014 20201014135820 ACCESSION NUMBER: 0001665359-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201014 DATE AS OF CHANGE: 20201014 EFFECTIVENESS DATE: 20201014 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: 201238773 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 09-30-2020 09-30-2020 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 PA 10-14-2020 0 100 298182 false INFORMATION TABLE 2 sdq32020.xml ABBVIE INC COM 00287Y109 255 2910 SH SOLE 0 0 2910 ALLEGHENY TECHNOLOGIES INC COM 01741R102 132 15101 SH SOLE 0 0 15101 ALPHABET INC CAP STK CL A 02079K305 460 314 SH SOLE 0 0 314 ALTRIA GROUP INC COM 02209S103 205 5316 SH SOLE 0 0 5316 AMAZON COM INC COM 023135106 620 197 SH SOLE 0 0 197 AMGEN INC COM 031162100 333 1312 SH SOLE 0 0 1312 ANSYS INC COM 03662Q105 1570 4797 SH SOLE 0 0 4797 APPLE INC COM 037833100 4625 39935 SH SOLE 0 0 39935 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206 966 SH SOLE 0 0 966 BK OF AMERICA CORP COM 060505104 276 11465 SH SOLE 0 0 11465 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1179 35669 SH SOLE 0 0 35669 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 322 6763 SH SOLE 0 0 6763 CBIZ INC COM 124805102 834 36477 SH SOLE 0 0 36477 CISCO SYS INC COM 17275R102 282 7156 SH SOLE 0 0 7156 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 2742 127458 SH SOLE 0 0 127458 COMCAST CORP NEW CL A 20030N101 299 6466 SH SOLE 0 0 6466 COSTCO WHSL CORP NEW COM 22160K105 247 695 SH SOLE 0 0 695 CROWN CASTLE INTL CORP NEW COM 22822V101 336 2019 SH SOLE 0 0 2019 DISNEY WALT CO COM DISNEY 254687106 297 2393 SH SOLE 0 0 2393 EATON CORP PLC SHS G29183103 514 5041 SH SOLE 0 0 5041 FEDERATED HERMES INC CL B 314211103 126735 5891911 SH SOLE 0 0 5891911 FEDERATED HERMES PREM MUNI I COM 31423P108 189 13260 SH SOLE 0 0 13260 FLEXSHARES TR QUALT DIVD IDX 33939L860 326 7300 SH SOLE 0 0 7300 FLEXSHARES TR INTL QLTDV IDX 33939L837 381 18400 SH SOLE 0 0 18400 HOME DEPOT INC COM 437076102 254 915 SH SOLE 0 0 915 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 8225 311662 SH SOLE 0 0 311662 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1948 33742 SH SOLE 0 0 33742 INVESCO QQQ TR UNIT SER 1 46090E103 254 915 SH SOLE 0 0 915 ISHARES INC EM MKTS DIV ETF 464286319 212 7028 SH SOLE 0 0 7028 ISHARES INC CORE MSCI EMKT 46434G103 1260 23858 SH SOLE 0 0 23858 ISHARES INC ESG AWR MSCI EM 46434G863 660 18530 SH SOLE 0 0 18530 ISHARES TR CORE S&P MCP ETF 464287507 286 1543 SH SOLE 0 0 1543 ISHARES TR S&P MC 400GR ETF 464287606 325 1358 SH SOLE 0 0 1358 ISHARES TR CORE S&P SCP ETF 464287804 1732 24660 SH SOLE 0 0 24660 ISHARES TR S&P 500 VAL ETF 464287408 736 6546 SH SOLE 0 0 6546 ISHARES TR CORE S&P500 ETF 464287200 3325 9895 SH SOLE 0 0 9895 ISHARES TR S&P 500 GRWT ETF 464287309 517 2236 SH SOLE 0 0 2236 ISHARES TR RUS 1000 GRW ETF 464287614 6966 32119 SH SOLE 0 0 32119 ISHARES TR RUSSELL 2000 ETF 464287655 525 3507 SH SOLE 0 0 3507 ISHARES TR RUS 2000 GRW ETF 464287648 408 1841 SH SOLE 0 0 1841 ISHARES TR MSCI EAFE ETF 464287465 1009 15855 SH SOLE 0 0 15855 ISHARES TR RUS MID CAP ETF 464287499 7064 123111 SH SOLE 0 0 123111 ISHARES TR EAFE GRWTH ETF 464288885 413 4600 SH SOLE 0 0 4600 ISHARES TR MSCI KLD400 SOC 464288570 717 5600 SH SOLE 0 0 5600 ISHARES TR NATIONAL MUN ETF 464288414 16390 141380 SH SOLE 0 0 141380 ISHARES TR MSCI USA MIN VOL 46429B697 364 5715 SH SOLE 0 0 5715 ISHARES TR CORE MSCI EAFE 46432F842 202 3350 SH SOLE 0 0 3350 ISHARES TR ESG AW MSCI EAFE 46435G516 606 9545 SH SOLE 0 0 9545 ISHARES TR ESG AWRE 1 5 YR 46435G243 242 9258 SH SOLE 0 0 9258 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 759 14706 SH SOLE 0 0 14706 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 5105 101313 SH SOLE 0 0 101313 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 1250 29940 SH SOLE 0 0 29940 JOHNSON & JOHNSON COM 478160104 292 1959 SH SOLE 0 0 1959 JPMORGAN CHASE & CO COM 46625H100 374 3888 SH SOLE 0 0 3888 LIBERTY BROADBAND CORP COM SER C 530307305 486 3405 SH SOLE 0 0 3405 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 304 9200 SH SOLE 0 0 9200 LULULEMON ATHLETICA INC COM 550021109 334 1015 SH SOLE 0 0 1015 MASTERCARD INCORPORATED CL A 57636Q104 277 818 SH SOLE 0 0 818 MEDTRONIC PLC SHS G5960L103 263 2531 SH SOLE 0 0 2531 MERCK & CO. INC COM 58933Y105 247 2980 SH SOLE 0 0 2980 MICROSOFT CORP COM 594918104 4541 21591 SH SOLE 0 0 21591 NEXTERA ENERGY INC COM 65339F101 268 967 SH SOLE 0 0 967 ORACLE CORP COM 68389X105 476 7965 SH SOLE 0 0 7965 PACCAR INC COM 693718108 256 3000 SH SOLE 0 0 3000 PEPSICO INC COM 713448108 361 2603 SH SOLE 0 0 2603 PFIZER INC COM 717081103 296 8078 SH SOLE 0 0 8078 PNC FINL SVCS GROUP INC COM 693475105 235 2139 SH SOLE 0 0 2139 PROCTER AND GAMBLE CO COM 742718109 393 2827 SH SOLE 0 0 2827 ROKU INC COM CL A 77543R102 321 1700 SH SOLE 0 0 1700 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2306 73455 SH SOLE 0 0 73455 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10586 131286 SH SOLE 0 0 131286 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1482 21691 SH SOLE 0 0 21691 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13470 116959 SH SOLE 0 0 116959 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 743 14231 SH SOLE 0 0 14231 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3436 128416 SH SOLE 0 0 128416 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 250 4856 SH SOLE 0 0 4856 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2708 48804 SH SOLE 0 0 48804 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1185 21138 SH SOLE 0 0 21138 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 245 4118 SH SOLE 0 0 4118 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 254 917 SH SOLE 0 0 917 SPDR GOLD TR GOLD SHS 78463V107 831 4689 SH SOLE 0 0 4689 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3962 135411 SH SOLE 0 0 135411 SPDR S&P 500 ETF TR TR UNIT 78462F103 614 1833 SH SOLE 0 0 1833 SPDR SER TR S&P BIOTECH 78464A870 250 2241 SH SOLE 0 0 2241 SPDR SER TR S&P 400 MDCP GRW 78464A821 545 9501 SH SOLE 0 0 9501 SPDR SER TR BLMBRG BRC CNVRT 78464A359 221 3207 SH SOLE 0 0 3207 SPDR SER TR PORTFOLIO S&P500 78464A854 1139 28944 SH SOLE 0 0 28944 THERMO FISHER SCIENTIFIC INC COM 883556102 241 545 SH SOLE 0 0 545 TRIMAS CORP COM NEW 896215209 685 30035 SH SOLE 0 0 30035 TRISTATE CAP HLDGS INC COM 89678F100 477 36050 SH SOLE 0 0 36050 UNITEDHEALTH GROUP INC COM 91324P102 268 859 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 2058 12082 SH SOLE 0 0 12082 VANGUARD INDEX FDS MID CAP ETF 922908629 22829 129520 SH SOLE 0 0 129520 VANGUARD INDEX FDS SMALL CP ETF 922908751 682 4432 SH SOLE 0 0 4432 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3852 12520 SH SOLE 0 0 12520 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 279 2171 SH SOLE 0 0 2171 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6672 163138 SH SOLE 0 0 163138 VISA INC COM CL A 92826C839 338 1689 SH SOLE 0 0 1689 WALMART INC COM 931142103 446 3190 SH SOLE 0 0 3190