0001665359-19-000001.txt : 20190131 0001665359-19-000001.hdr.sgml : 20190131 20190131092548 ACCESSION NUMBER: 0001665359-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190131 DATE AS OF CHANGE: 20190131 EFFECTIVENESS DATE: 20190131 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: 19553867 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 12-31-2018 12-31-2018 Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700 PITTSBURGH PA 15222

13F HOLDINGS REPORT 028-17099 N Nancy L. Skeans 412-697-5376 Nancy L. Skeans Pittsburgh PA 01-31-2019 0 66 231398 false INFORMATION TABLE 2 SchneiderDowns13FDec2018.xml AGROFRESH SOLUTIONS COM 00856G109 91 24000 SH SOLE 0 0 24000 ALTRIA GROUP INC COM 02209S103 213 4320 SH SOLE 0 0 4320 AMERICAN INTL GROUP INC COM NEW 026874784 219 5550 SH SOLE 0 0 5550 APPLE INC COM 037833100 865 5482 SH SOLE 0 0 5482 AT&T INC COM 00206R102 285 10000 SH SOLE 0 0 10000 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 527 13750 SH SOLE 0 0 13750 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 234 6763 SH SOLE 0 0 6763 CARROLS RESTAURANT GROUP INC COM 14574X104 195 19850 SH SOLE 0 0 19850 CBIZ INC COM 124805102 403 20450 SH SOLE 0 0 20450 CITIGROUP INC COM NEW 172967424 289 5550 SH SOLE 0 0 5550 FEDERATED INVS INC PA CL B 314211103 138927 5232641 SH SOLE 0 0 5232641 FEDERATED PREM MUN INC FD COM 31423P108 163 13260 SH SOLE 0 0 13260 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 232 4983 SH SOLE 0 0 4983 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 270 15298 SH SOLE 0 0 15298 INVESCO EXCHNG TRADED FD TR DWA TACTCL MLT 46138E834 271 11336 SH SOLE 0 0 11336 ISHARES TR S&P 500 GRWT ETF 464287309 217 1438 SH SOLE 0 0 1438 ISHARES TR S&P MC 400VL ETF 464287705 247 1789 SH SOLE 0 0 1789 ISHARES TR RUS 2000 GRW ETF 464287648 250 1490 SH SOLE 0 0 1490 ISHARES TR ESG 1 5 YR USD 46435G243 258 10542 SH SOLE 0 0 10542 ISHARES TR S&P MC 400GR ETF 464287606 260 1358 SH SOLE 0 0 1358 ISHARES TR CORE S&P SCP ETF 464287804 311 4491 SH SOLE 0 0 4491 ISHARES TR CORE 1 5 YR USD 46432F859 360 7346 SH SOLE 0 0 7346 ISHARES TR CORE S&P MCP ETF 464287507 367 2210 SH SOLE 0 0 2210 ISHARES TR S&P 500 VAL ETF 464287408 542 5360 SH SOLE 0 0 5360 ISHARES TR CORE US AGGBD ET 464287226 682 6405 SH SOLE 0 0 6405 ISHARES TR MSCI EAFE ETF 464287465 821 13961 SH SOLE 0 0 13961 ISHARES TR EAFE GRWTH ETF 464288885 824 11929 SH SOLE 0 0 11929 ISHARES TR CORE MSCI EAFE 46432F842 999 18168 SH SOLE 0 0 18168 ISHARES TR RUS 2000 VAL ETF 464287630 1188 11051 SH SOLE 0 0 11051 ISHARES TR CORE S&P500 ETF 464287200 2416 9603 SH SOLE 0 0 9603 ISHARES TR EAFE VALUE ETF 464288877 2630 58151 SH SOLE 0 0 58151 ISHARES TR RUS 1000 GRW ETF 464287614 6894 52664 SH SOLE 0 0 52664 ISHARES TR RUS MID CAP ETF 464287499 8472 182272 SH SOLE 0 0 182272 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 742 23140 SH SOLE 0 0 23140 JOHNSON & JOHNSON COM 478160104 230 1781 SH SOLE 0 0 1781 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 5068 99584 SH SOLE 0 0 99584 MICROSOFT CORP COM 594918104 385 3791 SH SOLE 0 0 3791 PACIFIC MERCANTILE BANCORP COM 694552100 86 12026 SH SOLE 0 0 12026 PIMCO ETF TR INV GRD CRP BD 72201R817 876 8844 SH SOLE 0 0 8844 PNC FINL SVCS GROUP INC COM 693475105 267 2282 SH SOLE 0 0 2282 SAFEGUARD SCIENTIFICS INC COM NEW 786449207 128 14902 SH SOLE 0 0 14902 SANOFI RIGHT 12/31/2020 80105N113 12 25000 SH SOLE 0 0 25000 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 212 4291 SH SOLE 0 0 4291 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 872 17461 SH SOLE 0 0 17461 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1292 21299 SH SOLE 0 0 21299 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1497 31226 SH SOLE 0 0 31226 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1575 31124 SH SOLE 0 0 31124 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2506 106492 SH SOLE 0 0 106492 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2894 48484 SH SOLE 0 0 48484 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8206 289450 SH SOLE 0 0 289450 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 217 4102 SH SOLE 0 0 4102 SPDR GOLD TRUST GOLD SHS 78463V107 402 3315 SH SOLE 0 0 3315 SPDR S&P 500 ETF TR TR UNIT 78462F103 2456 9828 SH SOLE 0 0 9828 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 299 6396 SH SOLE 0 0 6396 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 993 21657 SH SOLE 0 0 21657 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 1699 38291 SH SOLE 0 0 38291 TRIMAS CORP COM NEW 896215209 472 17300 SH SOLE 0 0 17300 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 511 6500 SH SOLE 0 0 6500 VANGUARD GROUP DIV APP ETF 921908844 284 2904 SH SOLE 0 0 2904 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 302 4049 SH SOLE 0 0 4049 VANGUARD INDEX FDS SMALL CP ETF 922908751 590 4472 SH SOLE 0 0 4472 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2048 8910 SH SOLE 0 0 8910 VANGUARD INDEX FDS MID CAP ETF 922908629 13641 98722 SH SOLE 0 0 98722 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 281 7383 SH SOLE 0 0 7383 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8913 240245 SH SOLE 0 0 240245 VERIZON COMMUNICATIONS INC COM 92343V104 520 9244 SH SOLE 0 0 9244