Chief Compliance Officer

0001172661-23-001851.txt : 20230504 0001172661-23-001851.hdr.sgml : 20230504 20230504150240 ACCESSION NUMBER: 0001172661-23-001851 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 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: 23888150 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 03-31-2023 03-31-2023 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 05-04-2023 0 115 486797511 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 312046 1958 SH SOLE 0 0 1958 ALPHABET INC CAP STK CL A 02079K305 378303 3647 SH SOLE 0 0 3647 AMAZON COM INC COM 023135106 292414 2831 SH SOLE 0 0 2831 AMC ENTMT HLDGS INC CL A COM 00165C104 424998 84830 SH SOLE 0 0 84830 AMGEN INC COM 031162100 411942 1704 SH SOLE 0 0 1704 ANSYS INC COM 03662Q105 1600435 4809 SH SOLE 0 0 4809 APPLE INC COM 037833100 4683019 28399 SH SOLE 0 0 28399 BANK NEW YORK MELLON CORP COM 064058100 317308 6983 SH SOLE 0 0 6983 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 344160 1115 SH SOLE 0 0 1115 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 263854 8064 SH SOLE 0 0 8064 BROOKFIELD CORP CL A LTD VT SH 11271J107 1046367 32107 SH SOLE 0 0 32107 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 342563 10144 SH SOLE 0 0 10144 CBIZ INC COM 124805102 1419175 28676 SH SOLE 0 0 28676 CHENIERE ENERGY INC COM NEW 16411R208 254682 1616 SH SOLE 0 0 1616 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 2725874 152539 SH SOLE 0 0 152539 COMCAST CORP NEW CL A 20030N101 205207 5413 SH SOLE 0 0 5413 COSTCO WHSL CORP NEW COM 22160K105 356256 717 SH SOLE 0 0 717 EATON CORP PLC SHS G29183103 659830 3851 SH SOLE 0 0 3851 EXXON MOBIL CORP COM 30231G102 1793051 16351 SH SOLE 0 0 16351 FARMERS NATIONAL BANC CORP COM 309627107 2683042 212266 SH SOLE 0 0 212266 FEDERATED HERMES ETF TRUST SHORT DURATION H 31423L206 1577317 70482 SH SOLE 0 0 70482 FEDERATED HERMES ETF TRUST SHORT DURATION C 31423L107 256586 10900 SH SOLE 0 0 10900 FEDERATED HERMES INC CL B 314211103 179310076 4467117 SH SOLE 0 0 4467117 FEDERATED HERMES PREM MUNI I COM 31423P108 143473 13260 SH SOLE 0 0 13260 FIRST COMWLTH FINL CORP PA COM 319829107 124300 10000 SH SOLE 0 0 10000 HYCROFT MINING HOLDING CORP COM CL A 44862P109 103344 239000 SH SOLE 0 0 239000 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 15793812 642286 SH SOLE 0 0 642286 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 1041733 42659 SH SOLE 0 0 42659 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 2933185 62144 SH SOLE 0 0 62144 INVESCO QQQ TR UNIT SER 1 46090E103 402767 1255 SH SOLE 0 0 1255 ISHARES INC ESG AWR MSCI EM 46434G863 806014 25604 SH SOLE 0 0 25604 ISHARES INC CORE MSCI EMKT 46434G103 12298365 252067 SH SOLE 0 0 252067 ISHARES TR RUS 1000 VAL ETF 464287598 246813 1621 SH SOLE 0 0 1621 ISHARES TR CORE MSCI EAFE 46432F842 726264 10864 SH SOLE 0 0 10864 ISHARES TR ESG AWRE USD ETF 46435G193 232659 10109 SH SOLE 0 0 10109 ISHARES TR RUS 1000 GRW ETF 464287614 12924865 52899 SH SOLE 0 0 52899 ISHARES TR S&P SML 600 GWT 464287887 10503859 95542 SH SOLE 0 0 95542 ISHARES TR S&P MC 400VL ETF 464287705 448163 4361 SH SOLE 0 0 4361 ISHARES TR NATIONAL MUN ETF 464288414 15182693 140920 SH SOLE 0 0 140920 ISHARES TR S&P 500 VAL ETF 464287408 976424 6434 SH SOLE 0 0 6434 ISHARES TR RUS MID CAP ETF 464287499 8481436 121302 SH SOLE 0 0 121302 ISHARES TR RUS 2000 GRW ETF 464287648 489704 2159 SH SOLE 0 0 2159 ISHARES TR RUSSELL 2000 ETF 464287655 703788 3945 SH SOLE 0 0 3945 ISHARES TR MSCI EAFE ETF 464287465 6623036 92604 SH SOLE 0 0 92604 ISHARES TR MSCI EMG MKT ETF 464287234 364610 9240 SH SOLE 0 0 9240 ISHARES TR EAFE GRWTH ETF 464288885 906916 9681 SH SOLE 0 0 9681 ISHARES TR S&P MC 400GR ETF 464287606 397739 5562 SH SOLE 0 0 5562 ISHARES TR S&P 500 GRWT ETF 464287309 1187715 18590 SH SOLE 0 0 18590 ISHARES TR ESG AWRE 1 5 YR 46435G243 494553 20555 SH SOLE 0 0 20555 ISHARES TR MSCI KLD400 SOC 464288570 809458 10379 SH SOLE 0 0 10379 ISHARES TR CORE US AGGBD ET 464287226 586122 5882 SH SOLE 0 0 5882 ISHARES TR GL CLEAN ENE ETF 464288224 316737 16013 SH SOLE 0 0 16013 ISHARES TR CORE S&P MCP ETF 464287507 1178035 4709 SH SOLE 0 0 4709 ISHARES TR CORE S&P SCP ETF 464287804 5547848 57372 SH SOLE 0 0 57372 ISHARES TR SP SMCP600VL ETF 464287879 524829 5608 SH SOLE 0 0 5608 ISHARES TR CORE S&P500 ETF 464287200 2453040 5967 SH SOLE 0 0 5967 ISHARES TR ESG AW MSCI EAFE 46435G516 566387 7884 SH SOLE 0 0 7884 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 788766 15079 SH SOLE 0 0 15079 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 12778781 267618 SH SOLE 0 0 267618 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 2065468 39882 SH SOLE 0 0 39882 JOHNSON & JOHNSON COM 478160104 288145 1859 SH SOLE 0 0 1859 KKR & CO INC COM 48251W104 236340 4500 SH SOLE 0 0 4500 LIBERTY BROADBAND CORP COM SER C 530307305 221080 2706 SH SOLE 0 0 2706 LULULEMON ATHLETICA INC COM 550021109 369653 1015 SH SOLE 0 0 1015 MATTHEWS INTL CORP CL A 577128101 1528764 42395 SH SOLE 0 0 42395 MICROSOFT CORP COM 594918104 5534261 19196 SH SOLE 0 0 19196 MULLEN AUTOMOTIVE INC COM 62526P109 1326 10100 SH SOLE 0 0 10100 NEXTERA ENERGY INC COM 65339F101 200331 2599 SH SOLE 0 0 2599 ORACLE CORP COM 68389X105 376791 4055 SH SOLE 0 0 4055 PACCAR INC COM 693718108 329400 4500 SH SOLE 0 0 4500 PARK-OHIO HLDGS CORP COM 700666100 161208 13345 SH SOLE 0 0 13345 PEPSICO INC COM 713448108 273815 1502 SH SOLE 0 0 1502 PIMCO ETF TR INV GRD CRP BD 72201R817 235979 2453 SH SOLE 0 0 2453 PNC FINL SVCS GROUP INC COM 693475105 382444 3009 SH SOLE 0 0 3009 PORCH GROUP INC COM 733245104 405564 283611 SH SOLE 0 0 283611 PPG INDS INC COM 693506107 268229 2008 SH SOLE 0 0 2008 RAYMOND JAMES FINL INC COM 754730109 912647 9785 SH SOLE 0 0 9785 REMITLY GLOBAL INC COM 75960P104 2562179 151161 SH SOLE 0 0 151161 S & T BANCORP INC COM 783859101 602897 19170 SH SOLE 0 0 19170 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1744162 41597 SH SOLE 0 0 41597 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19785582 409047 SH SOLE 0 0 409047 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 22972478 352501 SH SOLE 0 0 352501 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3399957 51844 SH SOLE 0 0 51844 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5026281 107147 SH SOLE 0 0 107147 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3365810 137268 SH SOLE 0 0 137268 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2402279 69031 SH SOLE 0 0 69031 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4948655 72935 SH SOLE 0 0 72935 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 285937 8894 SH SOLE 0 0 8894 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 277664 4102 SH SOLE 0 0 4102 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 605399 4009 SH SOLE 0 0 4009 SELECT SECTOR SPDR TR ENERGY 81369Y506 269115 3249 SH SOLE 0 0 3249 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 486290 1462 SH SOLE 0 0 1462 SPDR GOLD TR GOLD SHS 78463V107 1196427 6530 SH SOLE 0 0 6530 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 21004982 653953 SH SOLE 0 0 653953 SPDR S&P 500 ETF TR TR UNIT 78462F103 2085023 5093 SH SOLE 0 0 5093 SPDR SER TR BBG CONV SEC ETF 78464A359 215093 3207 SH SOLE 0 0 3207 SPDR SER TR PORTFOLIO S&P500 78464A854 1611388 33466 SH SOLE 0 0 33466 SPDR SER TR S&P 400 MDCP GRW 78464A821 558676 8163 SH SOLE 0 0 8163 SPDR SER TR S&P 400 MDCP VAL 78464A839 240796 3644 SH SOLE 0 0 3644 TRIMAS CORP COM NEW 896215209 752220 27000 SH SOLE 0 0 27000 VANECK ETF TRUST GOLD MINERS ETF 92189F106 344010 10634 SH SOLE 0 0 10634 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 215353 1105 SH SOLE 0 0 1105 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2331026 11421 SH SOLE 0 0 11421 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 393037 4733 SH SOLE 0 0 4733 VANGUARD INDEX FDS MID CAP ETF 922908629 31929417 151382 SH SOLE 0 0 151382 VANGUARD INDEX FDS SMALL CP ETF 922908751 698718 3686 SH SOLE 0 0 3686 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5896318 15679 SH SOLE 0 0 15679 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 297359 3229 SH SOLE 0 0 3229 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2601492 51352 SH SOLE 0 0 51352 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 632758 9471 SH SOLE 0 0 9471 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 539470 8578 SH SOLE 0 0 8578 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 566295 3677 SH SOLE 0 0 3677 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7954166 176094 SH SOLE 0 0 176094 VERIZON COMMUNICATIONS INC COM 92343V104 204056 5247 SH SOLE 0 0 5247 WALMART INC COM 931142103 256563 1740 SH SOLE 0 0 1740