CHIEF COMPLIANCE OFFICER

0001665359-20-000003.txt : 20200421 0001665359-20-000003.hdr.sgml : 20200421 20200421133202 ACCESSION NUMBER: 0001665359-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200421 DATE AS OF CHANGE: 20200421 EFFECTIVENESS DATE: 20200421 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: 20804773 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 03-31-2020 03-31-2020 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 04-21-2020 0 90 272807 false INFORMATION TABLE 2 schneiderdowns13fmar2020.xml ABBVIE INC COM 00287Y109 221 2896 SH SOLE 0 0 2896 ALLEGHENY TECHNOLOGIES INC COM 01741R102 128 15101 SH SOLE 0 0 15101 ALPHABET INC CAP STK CL A 02079K305 306 263 SH SOLE 0 0 263 ALTRIA GROUP INC COM 02209S103 206 5316 SH SOLE 0 0 5316 AMAZON COM INC COM 023135106 261 134 SH SOLE 0 0 134 AMGEN INC COM 031162100 264 1301 SH SOLE 0 0 1301 ANSYS INC COM 03662Q105 1115 4797 SH SOLE 0 0 4797 APPLE INC COM 037833100 1757 6911 SH SOLE 0 0 6911 BK OF AMERICA CORP COM 060505104 243 11465 SH SOLE 0 0 11465 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1052 23780 SH SOLE 0 0 23780 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 243 6763 SH SOLE 0 0 6763 CBIZ INC COM 124805102 778 37200 SH SOLE 0 0 37200 CISCO SYS INC COM 17275R102 280 7116 SH SOLE 0 0 7116 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1993 100318 SH SOLE 0 0 100318 COMCAST CORP NEW CL A 20030N101 222 6448 SH SOLE 0 0 6448 CROWN CASTLE INTL CORP NEW COM 22822V101 290 2008 SH SOLE 0 0 2008 DISNEY WALT CO COM DISNEY 254687106 227 2355 SH SOLE 0 0 2355 EATON CORP PLC SHS G29183103 391 5036 SH SOLE 0 0 5036 FEDERATED HERMES INC CL B 314211103 121341 6369614 SH SOLE 0 0 6369614 FEDERATED PREM MUN INC FD COM 31423P108 173 13260 SH SOLE 0 0 13260 FLEXSHARES TR QUALT DIVD IDX 33939L860 263 7300 SH SOLE 0 0 7300 FLEXSHARES TR INTL QLTDV IDX 33939L837 326 18400 SH SOLE 0 0 18400 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 3571 138793 SH SOLE 0 0 138793 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 835 15713 SH SOLE 0 0 15713 INVESCO EXCHANGE-TRADED FD T S&P SMLCP LOW 46138G102 267 8047 SH SOLE 0 0 8047 ISHARES INC CORE MSCI EMKT 46434G103 967 23893 SH SOLE 0 0 23893 ISHARES INC ESG MSCI EM ETF 46434G863 507 18524 SH SOLE 0 0 18524 ISHARES TR CORE S&P MCP ETF 464287507 222 1546 SH SOLE 0 0 1546 ISHARES TR S&P MC 400GR ETF 464287606 246 1376 SH SOLE 0 0 1376 ISHARES TR CORE S&P SCP ETF 464287804 5866 104536 SH SOLE 0 0 104536 ISHARES TR S&P 500 VAL ETF 464287408 562 5837 SH SOLE 0 0 5837 ISHARES TR CORE S&P500 ETF 464287200 2483 9608 SH SOLE 0 0 9608 ISHARES TR S&P 500 GRWT ETF 464287309 369 2236 SH SOLE 0 0 2236 ISHARES TR RUS 1000 ETF 464287622 386 2730 SH SOLE 0 0 2730 ISHARES TR RUS 1000 GRW ETF 464287614 5487 36425 SH SOLE 0 0 36425 ISHARES TR RUS 2000 VAL ETF 464287630 476 5799 SH SOLE 0 0 5799 ISHARES TR RUS 2000 GRW ETF 464287648 291 1841 SH SOLE 0 0 1841 ISHARES TR MSCI EAFE ETF 464287465 918 17169 SH SOLE 0 0 17169 ISHARES TR RUS MID CAP ETF 464287499 5931 137387 SH SOLE 0 0 137387 ISHARES TR EAFE VALUE ETF 464288877 761 21335 SH SOLE 0 0 21335 ISHARES TR EAFE GRWTH ETF 464288885 1000 14068 SH SOLE 0 0 14068 ISHARES TR MSCI KLD400 SOC 464288570 545 5600 SH SOLE 0 0 5600 ISHARES TR NATIONAL MUN ETF 464288414 5163 45683 SH SOLE 0 0 45683 ISHARES TR MSCI MIN VOL ETF 46429B697 554 10260 SH SOLE 0 0 10260 ISHARES TR CORE MSCI EAFE 46432F842 472 9458 SH SOLE 0 0 9458 ISHARES TR USA MOMENTUM FCT 46432F396 246 2310 SH SOLE 0 0 2310 ISHARES TR ESG MSCI EAFE 46435G516 502 9443 SH SOLE 0 0 9443 ISHARES TR ESG 1 5 YR USD 46435G243 215 8627 SH SOLE 0 0 8627 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 5175 119682 SH SOLE 0 0 119682 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 1263 25636 SH SOLE 0 0 25636 JOHN HANCOCK ETF TRUST MLTFCTR LRG CAP 47804J107 984 30665 SH SOLE 0 0 30665 JPMORGAN CHASE & CO COM 46625H100 335 3718 SH SOLE 0 0 3718 LIBERTY BROADBAND CORP COM SER C 530307305 377 3405 SH SOLE 0 0 3405 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 291 9200 SH SOLE 0 0 9200 MEDTRONIC PLC SHS G5960L103 257 2852 SH SOLE 0 0 2852 MICROSOFT CORP COM 594918104 3343 21200 SH SOLE 0 0 21200 NEXTERA ENERGY INC COM 65339F101 230 957 SH SOLE 0 0 957 ORACLE CORP COM 68389X105 373 7725 SH SOLE 0 0 7725 PEPSICO INC COM 713448108 257 2140 SH SOLE 0 0 2140 PNC FINL SVCS GROUP INC COM 693475105 204 2132 SH SOLE 0 0 2132 PROCTER & GAMBLE CO COM 742718109 255 2322 SH SOLE 0 0 2322 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9809 379591 SH SOLE 0 0 379591 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6682 109095 SH SOLE 0 0 109095 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1378 26744 SH SOLE 0 0 26744 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7807 98014 SH SOLE 0 0 98014 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 421 9508 SH SOLE 0 0 9508 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3047 147260 SH SOLE 0 0 147260 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 374 7228 SH SOLE 0 0 7228 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1945 46137 SH SOLE 0 0 46137 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1905 35095 SH SOLE 0 0 35095 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 227 4102 SH SOLE 0 0 4102 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 201 917 SH SOLE 0 0 917 SPDR GOLD TRUST GOLD SHS 78463V107 626 4229 SH SOLE 0 0 4229 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 18991 793281 SH SOLE 0 0 793281 SPDR S&P 500 ETF TR TR UNIT 78462F103 2647 10270 SH SOLE 0 0 10270 SPDR SER TR S&P 400 MDCP VAL 78464A839 1336 37891 SH SOLE 0 0 37891 SPDR SER TR S&P 400 MDCP GRW 78464A821 883 20616 SH SOLE 0 0 20616 SPDR SER TR PORTFOLIO S&P500 78464A854 1048 34647 SH SOLE 0 0 34647 TRIMAS CORP COM NEW 896215209 706 30550 SH SOLE 0 0 30550 UNITEDHEALTH GROUP INC COM 91324P102 214 859 SH SOLE 0 0 859 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 282 3426 SH SOLE 0 0 3426 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1161 9008 SH SOLE 0 0 9008 VANGUARD INDEX FDS MID CAP ETF 922908629 14509 110210 SH SOLE 0 0 110210 VANGUARD INDEX FDS SMALL CP ETF 922908751 526 4558 SH SOLE 0 0 4558 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3664 15473 SH SOLE 0 0 15473 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 224 2171 SH SOLE 0 0 2171 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6977 209258 SH SOLE 0 0 209258 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 347 4900 SH SOLE 0 0 4900 VISA INC COM CL A 92826C839 243 1509 SH SOLE 0 0 1509 WALMART INC COM 931142103 361 3177 SH SOLE 0 0 3177