Chief Compliance Officer

0001172661-24-002081.txt : 20240508 0001172661-24-002081.hdr.sgml : 20240508 20240508153941 ACCESSION NUMBER: 0001172661-24-002081 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Schneider Downs Wealth Management Advisors, LP CENTRAL INDEX KEY: 0001665359 ORGANIZATION NAME: 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: 24925590 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 X0202 13F-HR LIVE false true false 0001665359 XXXXXXXX 03-31-2024 03-31-2024 false Schneider Downs Wealth Management Advisors, LP

One Ppg Place, Suite 1700 Pittsburgh PA 15222

13F HOLDINGS REPORT 028-17099 000128591 801-62441 N Nancy L. Skeans Chief Compliance Officer 412-697-5576 /s/ Nancy L. Skeans Pittsburgh PA 05-08-2024 0 136 433707309 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 200155 1761 SH SOLE 0 0 1761 ABBVIE INC COM 00287Y109 320314 1759 SH SOLE 0 0 1759 ALPHABET INC CAP STK CL C 02079K107 530474 3484 SH SOLE 0 0 3484 ALPHABET INC CAP STK CL A 02079K305 962028 6374 SH SOLE 0 0 6374 AMAZON COM INC COM 023135106 774732 4295 SH SOLE 0 0 4295 AMGEN INC COM 031162100 793253 2790 SH SOLE 0 0 2790 ANSYS INC COM 03662Q105 1635124 4710 SH SOLE 0 0 4710 APPLE INC COM 037833100 6932548 40428 SH SOLE 0 0 40428 AT&T INC COM 00206R102 190291 10812 SH SOLE 0 0 10812 BANK NEW YORK MELLON CORP COM 064058100 282914 4910 SH SOLE 0 0 4910 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 487641 1160 SH SOLE 0 0 1160 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 359145 8547 SH SOLE 0 0 8547 BROOKFIELD CORP CL A LTD VT SH 11271J107 1344320 32107 SH SOLE 0 0 32107 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 378172 12117 SH SOLE 0 0 12117 CBIZ INC COM 124805102 1910141 24333 SH SOLE 0 0 24333 CHENIERE ENERGY INC COM NEW 16411R208 260628 1616 SH SOLE 0 0 1616 CISCO SYS INC COM 17275R102 374974 7513 SH SOLE 0 0 7513 COMCAST CORP NEW CL A 20030N101 250433 5777 SH SOLE 0 0 5777 COSTCO WHSL CORP NEW COM 22160K105 580976 793 SH SOLE 0 0 793 CSX CORP COM 126408103 234838 6335 SH SOLE 0 0 6335 DISNEY WALT CO COM 254687106 232882 1903 SH SOLE 0 0 1903 D-WAVE QUANTUM INC COM 26740W109 25500 12500 SH SOLE 0 0 12500 EATON CORP PLC SHS G29183103 1741315 5569 SH SOLE 0 0 5569 ELI LILLY & CO COM 532457108 237278 305 SH SOLE 0 0 305 EXXON MOBIL CORP COM 30231G102 1982357 17054 SH SOLE 0 0 17054 FARMERS NATIONAL BANC CORP COM 309627107 2942206 220225 SH SOLE 0 0 220225 FEDERATED HERMES ETF TRUST SHORT DURATION H 31423L206 1490533 65032 SH SOLE 0 0 65032 FEDERATED HERMES ETF TRUST HERMES TOTAL RET 31423L404 1170667 46977 SH SOLE 0 0 46977 FEDERATED HERMES ETF TRUST US STRATEGIC DIV 31423L305 385318 15242 SH SOLE 0 0 15242 FEDERATED HERMES INC CL B 314211103 2527605 69978 SH SOLE 0 0 69978 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 224290 3919 SH SOLE 0 0 3919 GOLD RESOURCE CORP COM 38068T105 10352 23820 SH SOLE 0 0 23820 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 628478 9949 SH SOLE 0 0 9949 HANRYU HLDGS INC COM 411292105 3703 12595 SH SOLE 0 0 12595 HOME DEPOT INC COM 437076102 352145 918 SH SOLE 0 0 918 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 27612200 1132112 SH SOLE 0 0 1132112 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 2416222 99433 SH SOLE 0 0 99433 INTERNATIONAL BUSINESS MACHS COM 459200101 308209 1614 SH SOLE 0 0 1614 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 8106366 173176 SH SOLE 0 0 173176 INVESCO QQQ TR UNIT SER 1 46090E103 487967 1099 SH SOLE 0 0 1099 ISHARES INC ESG AWR MSCI EM 46434G863 1077159 33421 SH SOLE 0 0 33421 ISHARES INC CORE MSCI EMKT 46434G103 14211481 275417 SH SOLE 2610 0 272807 ISHARES TR S&P MC 400VL ETF 464287705 452814 3828 SH SOLE 0 0 3828 ISHARES TR ESG AWRE 1 5 YR 46435G243 505904 20666 SH SOLE 0 0 20666 ISHARES TR CORE S&P500 ETF 464287200 2901051 5518 SH SOLE 0 0 5518 ISHARES TR S&P 100 ETF 464287101 286006 1156 SH SOLE 0 0 1156 ISHARES TR SP SMCP600VL ETF 464287879 583961 5683 SH SOLE 0 0 5683 ISHARES TR CORE S&P SCP ETF 464287804 7437686 67297 SH SOLE 0 0 67297 ISHARES TR S&P 500 VAL ETF 464287408 1132442 6062 SH SOLE 0 0 6062 ISHARES TR MSCI EAFE ETF 464287465 5106104 63938 SH SOLE 0 0 63938 ISHARES TR MSCI EMG MKT ETF 464287234 343018 8350 SH SOLE 0 0 8350 ISHARES TR ESG AWRE USD ETF 46435G193 257005 11179 SH SOLE 0 0 11179 ISHARES TR EAFE GRWTH ETF 464288885 724869 6984 SH SOLE 0 0 6984 ISHARES TR MSCI KLD400 SOC 464288570 1046307 10379 SH SOLE 0 0 10379 ISHARES TR CORE MSCI EAFE 46432F842 594953 8016 SH SOLE 0 0 8016 ISHARES TR GL CLEAN ENE ETF 464288224 159218 11389 SH SOLE 0 0 11389 ISHARES TR CORE US AGGBD ET 464287226 393673 4020 SH SOLE 0 0 4020 ISHARES TR S&P MC 400GR ETF 464287606 495670 5432 SH SOLE 0 0 5432 ISHARES TR ESG AW MSCI EAFE 46435G516 1126571 14098 SH SOLE 0 0 14098 ISHARES TR S&P 500 GRWT ETF 464287309 1569740 18590 SH SOLE 0 0 18590 ISHARES TR NATIONAL MUN ETF 464288414 21872027 203272 SH SOLE 0 0 203272 ISHARES TR RUS MID CAP ETF 464287499 7971591 94798 SH SOLE 0 0 94798 ISHARES TR S&P SML 600 GWT 464287887 15209654 116344 SH SOLE 517 0 115827 ISHARES TR RUSSELL 2000 ETF 464287655 663707 3156 SH SOLE 0 0 3156 ISHARES TR CORE S&P MCP ETF 464287507 1103798 18173 SH SOLE 0 0 18173 ISHARES TR RUS 1000 GRW ETF 464287614 14070352 41746 SH SOLE 0 0 41746 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 4782576 104973 SH SOLE 0 0 104973 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 360177 5130 SH SOLE 0 0 5130 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 12242267 252418 SH SOLE 710 0 251708 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 3281589 50673 SH SOLE 0 0 50673 JOHNSON & JOHNSON COM 478160104 603969 3818 SH SOLE 0 0 3818 JPMORGAN CHASE & CO COM 46625H100 1359279 6786 SH SOLE 0 0 6786 KKR & CO INC COM 48251W104 452610 4500 SH SOLE 0 0 4500 LULULEMON ATHLETICA INC COM 550021109 396510 1015 SH SOLE 0 0 1015 MANULIFE FINL CORP COM 56501R106 556077 22252 SH SOLE 0 0 22252 MCDONALDS CORP COM 580135101 562772 1996 SH SOLE 0 0 1996 MERCK & CO INC COM 58933Y105 526612 3991 SH SOLE 0 0 3991 META PLATFORMS INC CL A 30303M102 257357 530 SH SOLE 0 0 530 MICROSOFT CORP COM 594918104 10036950 23857 SH SOLE 0 0 23857 NEXTERA ENERGY INC COM 65339F101 262052 4100 SH SOLE 0 0 4100 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 208116 5004 SH SOLE 0 0 5004 NVIDIA CORPORATION COM 67066G104 735498 814 SH SOLE 0 0 814 ORACLE CORP COM 68389X105 500053 3981 SH SOLE 0 0 3981 PACCAR INC COM 693718108 1232573 9949 SH SOLE 0 0 9949 PARK-OHIO HLDGS CORP COM 700666100 301644 11306 SH SOLE 0 0 11306 PEPSICO INC COM 713448108 378022 2160 SH SOLE 0 0 2160 PFIZER INC COM 717081103 232101 8364 SH SOLE 0 0 8364 PNC FINL SVCS GROUP INC COM 693475105 750530 4644 SH SOLE 0 0 4644 PORCH GROUP INC COM 733245104 1222363 283611 SH SOLE 0 0 283611 PPG INDS INC COM 693506107 223291 1541 SH SOLE 0 0 1541 PRESTIGE CONSMR HEALTHCARE I COM 74112D101 222396 3065 SH SOLE 0 0 3065 PROCTER AND GAMBLE CO COM 742718109 311196 1918 SH SOLE 0 0 1918 RAYMOND JAMES FINL INC COM 754730109 596511 4645 SH SOLE 0 0 4645 REMITLY GLOBAL INC COM 75960P104 1549859 74728 SH SOLE 0 0 74728 RTX CORPORATION COM 75513E101 269280 2761 SH SOLE 0 0 2761 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1334158 27095 SH SOLE 0 0 27095 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 27201859 438315 SH SOLE 0 0 438315 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 6618264 143875 SH SOLE 0 0 143875 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6712368 82431 SH SOLE 0 0 82431 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4457627 58668 SH SOLE 0 0 58668 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2532125 64893 SH SOLE 0 0 64893 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 36038344 388679 SH SOLE 2317 0 386362 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2568276 101714 SH SOLE 0 0 101714 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 320528 1539 SH SOLE 0 0 1539 SELECT SECTOR SPDR TR ENERGY 81369Y506 312681 3312 SH SOLE 0 0 3312 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 269296 4102 SH SOLE 0 0 4102 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 581525 1462 SH SOLE 0 0 1462 SPDR GOLD TR GOLD SHS 78463V107 1495173 7268 SH SOLE 0 0 7268 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 45777003 1277260 SH SOLE 3589 0 1273671 SPDR S&P 500 ETF TR TR UNIT 78462F103 2379445 4549 SH SOLE 0 0 4549 SPDR SER TR PORTFOLIO S&P500 78464A854 2028473 32967 SH SOLE 0 0 32967 SPDR SER TR S&P 400 MDCP GRW 78464A821 712548 8163 SH SOLE 0 0 8163 SPDR SER TR BBG CONV SEC ETF 78464A359 234239 3207 SH SOLE 0 0 3207 SPDR SER TR S&P 400 MDCP VAL 78464A839 276944 3644 SH SOLE 0 0 3644 TRIMAS CORP COM NEW 896215209 493810 18474 SH SOLE 0 0 18474 VANECK ETF TRUST GOLD MINERS ETF 92189F106 496149 15691 SH SOLE 0 0 15691 VANGUARD INDEX FDS VALUE ETF 922908744 264810 1626 SH SOLE 0 0 1626 VANGUARD INDEX FDS SML CP GRW ETF 922908595 521440 2000 SH SOLE 0 0 2000 VANGUARD INDEX FDS SM CP VAL ETF 922908611 233786 1218 SH SOLE 0 0 1218 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 372321 4305 SH SOLE 0 0 4305 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 260548 1105 SH SOLE 0 0 1105 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 205022 1315 SH SOLE 0 0 1315 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2793405 10748 SH SOLE 0 0 10748 VANGUARD INDEX FDS MID CAP ETF 922908629 43602108 174506 SH SOLE 736 0 173770 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10557543 21963 SH SOLE 0 0 21963 VANGUARD INDEX FDS SMALL CP ETF 922908751 707715 3096 SH SOLE 0 0 3096 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 254371 2302 SH SOLE 0 0 2302 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2312926 45710 SH SOLE 0 0 45710 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 901368 10400 SH SOLE 0 0 10400 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 289238 3678 SH SOLE 0 0 3678 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 463099 2536 SH SOLE 0 0 2536 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8237488 164192 SH SOLE 0 0 164192 VISA INC COM CL A 92826C839 532206 1907 SH SOLE 0 0 1907 WALMART INC COM 931142103 498749 8289 SH SOLE 0 0 8289 WARRIOR MET COAL INC COM 93627C101 242800 4000 SH SOLE 0 0 4000 WELLTOWER INC COM 95040Q104 215846 2310 SH SOLE 0 0 2310