0001665359-19-000005.txt : 20191105 0001665359-19-000005.hdr.sgml : 20191105 20191105145627 ACCESSION NUMBER: 0001665359-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191105 DATE AS OF CHANGE: 20191105 EFFECTIVENESS DATE: 20191105 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: 191192923 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 09-30-2019 09-30-2019 Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700 PITTSBURGH PA 15222

13F HOLDINGS REPORT 028-17099 N NANCY SKEANS 412-697-5376 NANCY SKEANS PITTSBURGH PA 11-05-2019 0 66 321624 false INFORMATION TABLE 2 schneiderdowns13fsep2019.xml ALLEGHENY TECHNOLOGIES INC COM 01741R102 306 15101 SH SOLE 0 0 15101 AMERICAN INTL GROUP INC COM NEW 026874784 245 4400 SH SOLE 0 0 4400 ANSYS INC COM 03662Q105 1062 4797 SH SOLE 0 0 4797 APPLE INC COM 037833100 1195 5336 SH SOLE 0 0 5336 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1262 23780 SH SOLE 0 0 23780 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 336 6763 SH SOLE 0 0 6763 CARROLS RESTAURANT GROUP INC COM 14574X104 131 15800 SH SOLE 0 0 15800 CBIZ INC COM 124805102 874 37200 SH SOLE 0 0 37200 CITIGROUP INC COM NEW 172967424 328 4750 SH SOLE 0 0 4750 COMCAST CORP NEW CL A 20030N101 213 4721 SH SOLE 0 0 4721 EATON CORP PLC SHS G29183103 320 3851 SH SOLE 0 0 3851 FEDERATED INVS INC PA CL B 314211103 207665 6407432 SH SOLE 0 0 6407432 FEDERATED PREM MUN INC FD COM 31423P108 188 13260 SH SOLE 0 0 13260 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 471 24754 SH SOLE 0 0 24754 INVESCO EXCHNG TRADED FD TR DWA TACTCL MLT 46138E834 295 11495 SH SOLE 0 0 11495 ISHARES TR CORE S&P MCP ETF 464287507 304 1571 SH SOLE 0 0 1571 ISHARES TR S&P MC 400GR ETF 464287606 308 1376 SH SOLE 0 0 1376 ISHARES TR CORE S&P SCP ETF 464287804 258 3311 SH SOLE 0 0 3311 ISHARES TR S&P 500 VAL ETF 464287408 576 4834 SH SOLE 0 0 4834 ISHARES TR CORE S&P500 ETF 464287200 2349 7867 SH SOLE 0 0 7867 ISHARES TR S&P 500 GRWT ETF 464287309 212 1176 SH SOLE 0 0 1176 ISHARES TR RUS 1000 GRW ETF 464287614 5946 37248 SH SOLE 0 0 37248 ISHARES TR RUS 2000 VAL ETF 464287630 868 7271 SH SOLE 0 0 7271 ISHARES TR RUS 2000 GRW ETF 464287648 287 1490 SH SOLE 0 0 1490 ISHARES TR MSCI EAFE ETF 464287465 910 13961 SH SOLE 0 0 13961 ISHARES TR RUS MID CAP ETF 464287499 8425 150585 SH SOLE 0 0 150585 ISHARES TR EAFE VALUE ETF 464288877 2300 48555 SH SOLE 0 0 48555 ISHARES TR EAFE GRWTH ETF 464288885 1217 15117 SH SOLE 0 0 15117 ISHARES TR CORE MSCI EAFE 46432F842 430 7041 SH SOLE 0 0 7041 ISHARES TR ESG 1 5 YR USD 46435G243 229 9014 SH SOLE 0 0 9014 JOHN HANCOCK ETF TRUST MLTFCTR LRG CAP 47804J107 1194 31074 SH SOLE 0 0 31074 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 6564 123451 SH SOLE 0 0 123451 LIBERTY BROADBAND CORP COM SER C 530307305 356 3405 SH SOLE 0 0 3405 LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 386 9200 SH SOLE 0 0 9200 MICROSOFT CORP COM 594918104 2388 17174 SH SOLE 0 0 17174 NEWELL BRANDS INC COM 651229106 244 13021 SH SOLE 0 0 13021 ORACLE CORP COM 68389X105 217 3947 SH SOLE 0 0 3947 PACCAR INC COM 693718108 210 3000 SH SOLE 0 0 3000 PIMCO ETF TR INV GRD CRP BD 72201R817 1364 12429 SH SOLE 0 0 12429 PNC FINL SVCS GROUP INC COM 693475105 293 2087 SH SOLE 0 0 2087 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8416 264155 SH SOLE 0 0 264155 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4905 69157 SH SOLE 0 0 69157 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1931 27699 SH SOLE 0 0 27699 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7019 83544 SH SOLE 0 0 83544 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 255 4491 SH SOLE 0 0 4491 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2859 113780 SH SOLE 0 0 113780 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 964 19053 SH SOLE 0 0 19053 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2745 48546 SH SOLE 0 0 48546 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2389 44372 SH SOLE 0 0 44372 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 266 4102 SH SOLE 0 0 4102 SPDR GOLD TRUST GOLD SHS 78463V107 460 3315 SH SOLE 0 0 3315 SPDR S&P 500 ETF TR TR UNIT 78462F103 2989 10073 SH SOLE 0 0 10073 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 1946 37919 SH SOLE 0 0 37919 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 1109 20652 SH SOLE 0 0 20652 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 312 5957 SH SOLE 0 0 5957 TRIMAS CORP COM NEW 896215209 936 30550 SH SOLE 0 0 30550 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 300 3710 SH SOLE 0 0 3710 VANGUARD GROUP DIV APP ETF 921908844 347 2904 SH SOLE 0 0 2904 VANGUARD INDEX FDS TOTAL STK MKT 922908769 247 1634 SH SOLE 0 0 1634 VANGUARD INDEX FDS MID CAP ETF 922908629 16778 100110 SH SOLE 0 0 100110 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 680 7290 SH SOLE 0 0 7290 VANGUARD INDEX FDS SMALL CP ETF 922908751 700 4550 SH SOLE 0 0 4550 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2010 7373 SH SOLE 0 0 7373 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 202 1793 SH SOLE 0 0 1793 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 7930 193048 SH SOLE 0 0 193048 WELLTOWER INC COM 95040Q104 203 2235 SH SOLE 0 0 2235