Chief Compliance Officer

0001172661-24-004487.txt : 20241106 0001172661-24-004487.hdr.sgml : 20241106 20241106160616 ACCESSION NUMBER: 0001172661-24-004487 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241106 DATE AS OF CHANGE: 20241106 EFFECTIVENESS DATE: 20241106 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: 241430904 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 09-30-2024 09-30-2024 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 11-06-2024 0 146 488551458 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 295035 1494 SH SOLE 0 0 1494 ALPHABET INC CAP STK CL A 02079K305 1364946 8230 SH SOLE 0 0 8230 ALPHABET INC CAP STK CL C 02079K107 826086 4941 SH SOLE 0 0 4941 ALTRIA GROUP INC COM 02209S103 216461 4241 SH SOLE 0 0 4241 AMAZON COM INC COM 023135106 1123011 6027 SH SOLE 0 0 6027 AMGEN INC COM 031162100 893166 2772 SH SOLE 0 0 2772 ANSYS INC COM 03662Q105 1500747 4710 SH SOLE 0 0 4710 APPLE INC COM 037833100 6877733 29518 SH SOLE 0 0 29518 AT&T INC COM 00206R102 211465 9612 SH SOLE 0 0 9612 BANK NEW YORK MELLON CORP COM 064058100 260564 3626 SH SOLE 0 0 3626 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 635159 1380 SH SOLE 0 0 1380 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 393831 8328 SH SOLE 0 0 8328 BROOKFIELD CORP CL A LTD VT SH 11271J107 1706487 32107 SH SOLE 0 0 32107 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 544171 15530 SH SOLE 0 0 15530 CBIZ INC COM 124805102 1590937 23643 SH SOLE 0 0 23643 CHENIERE ENERGY INC COM NEW 16411R208 286125 1591 SH SOLE 0 0 1591 CISCO SYS INC COM 17275R102 302290 5680 SH SOLE 0 0 5680 COMCAST CORP NEW CL A 20030N101 219543 5256 SH SOLE 0 0 5256 CORNING INC COM 219350105 231981 5138 SH SOLE 0 0 5138 COSTCO WHSL CORP NEW COM 22160K105 687053 775 SH SOLE 0 0 775 CSX CORP COM 126408103 211842 6135 SH SOLE 0 0 6135 D-WAVE QUANTUM INC COM 26740W109 12286 12500 SH SOLE 0 0 12500 EATON CORP PLC SHS G29183103 1845789 5569 SH SOLE 0 0 5569 ELI LILLY & CO COM 532457108 211740 239 SH SOLE 0 0 239 EXXON MOBIL CORP COM 30231G102 1910803 16301 SH SOLE 0 0 16301 F N B CORP COM 302520101 250763 17772 SH SOLE 0 0 17772 FARMERS NATIONAL BANC CORP COM 309627107 2580288 170654 SH SOLE 0 0 170654 FEDERATED HERMES ETF TRUST US STRATEGIC DIV 31423L305 425398 15242 SH SOLE 0 0 15242 FEDERATED HERMES ETF TRUST HERMES TOTAL RET 31423L404 5493465 212925 SH SOLE 0 0 212925 FEDERATED HERMES INC CL B 314211103 3342908 90914 SH SOLE 0 0 90914 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 6828247 146090 SH SOLE 0 0 146090 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 228380 3919 SH SOLE 0 0 3919 GOLD RESOURCE CORP COM 38068T105 8323 23820 SH SOLE 0 0 23820 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 489093 9685 SH SOLE 0 0 9685 HOME DEPOT INC COM 437076102 352119 869 SH SOLE 0 0 869 INTERNATIONAL BUSINESS MACHS COM 459200101 356823 1614 SH SOLE 0 0 1614 INVESCO ACTIVELY MANAGED EXC TOTAL RETURN 46090A804 1781333 36881 SH SOLE 0 0 36881 INVESCO QQQ TR UNIT SER 1 46090E103 550543 1128 SH SOLE 0 0 1128 ISHARES INC ESG AWR MSCI EM 46434G863 606154 16648 SH SOLE 0 0 16648 ISHARES INC CORE MSCI EMKT 46434G103 15936012 277583 SH SOLE 1965 0 275618 ISHARES TR MSCI KLD400 SOC 464288570 1792750 16479 SH SOLE 6100 0 10379 ISHARES TR CORE US AGGBD ET 464287226 330608 3265 SH SOLE 0 0 3265 ISHARES TR S&P 500 GRWT ETF 464287309 1779993 18590 SH SOLE 0 0 18590 ISHARES TR CORE S&P500 ETF 464287200 3300655 5722 SH SOLE 0 0 5722 ISHARES TR S&P 100 ETF 464287101 319935 1156 SH SOLE 0 0 1156 ISHARES TR MSCI EAFE ETF 464287465 7305341 87353 SH SOLE 0 0 87353 ISHARES TR RUS 1000 GRW ETF 464287614 15825493 42159 SH SOLE 0 0 42159 ISHARES TR GL CLEAN ENE ETF 464288224 148868 10134 SH SOLE 0 0 10134 ISHARES TR ESG AWRE 1 5 YR 46435G243 906464 36028 SH OTR 36028 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1184992 6010 SH SOLE 0 0 6010 ISHARES TR RUS 2000 GRW ETF 464287648 578508 2037 SH SOLE 0 0 2037 ISHARES TR MSCI KLD400 SOC 464288570 663619 6100 SH OTR 6100 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 690060 3124 SH SOLE 0 0 3124 ISHARES TR S&P SML 600 GWT 464287887 17865562 128078 SH SOLE 448 0 127630 ISHARES TR ESG AWRE 1 5 YR 46435G243 519957 20666 SH SOLE 0 0 20666 ISHARES TR RUS MID CAP ETF 464287499 6730763 76364 SH SOLE 0 0 76364 ISHARES TR S&P MC 400VL ETF 464287705 473217 3828 SH SOLE 0 0 3828 ISHARES TR ESG AWRE USD ETF 46435G193 254624 10703 SH SOLE 0 0 10703 ISHARES TR SP SMCP600VL ETF 464287879 506142 4701 SH SOLE 0 0 4701 ISHARES TR NATIONAL MUN ETF 464288414 27383941 252085 SH SOLE 0 0 252085 ISHARES TR CORE MSCI EAFE 46432F842 478212 6127 SH SOLE 0 0 6127 ISHARES TR EAFE GRWTH ETF 464288885 751828 6984 SH SOLE 0 0 6984 ISHARES TR CORE S&P MCP ETF 464287507 838369 13453 SH SOLE 0 0 13453 ISHARES TR ESG AW MSCI EAFE 46435G516 879745 10452 SH SOLE 0 0 10452 ISHARES TR MSCI EMG MKT ETF 464287234 382931 8350 SH SOLE 0 0 8350 ISHARES TR S&P MC 400GR ETF 464287606 499364 5432 SH SOLE 0 0 5432 ISHARES TR CORE S&P SCP ETF 464287804 8172456 69874 SH SOLE 0 0 69874 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 6815447 146916 SH SOLE 0 0 146916 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 819310 10657 SH SOLE 0 0 10657 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 14802314 301842 SH SOLE 927 0 300915 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 3732452 53751 SH SOLE 0 0 53751 JOHNSON & JOHNSON COM 478160104 519564 3206 SH SOLE 0 0 3206 JPMORGAN CHASE & CO. 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STRATEGIC TR EMRG MKTEQ ETF 808524706 2841866 97391 SH SOLE 0 0 97391 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 39268258 376927 SH SOLE 2122 0 374805 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2583714 62834 SH SOLE 0 0 62834 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 631705 13293 SH SOLE 0 0 13293 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7046951 84811 SH SOLE 0 0 84811 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 32283947 475814 SH SOLE 0 0 475814 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 331360 4102 SH SOLE 0 0 4102 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 399369 1769 SH SOLE 0 0 1769 SELECT SECTOR SPDR TR ENERGY 81369Y506 414606 4722 SH SOLE 0 0 4722 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 618601 1462 SH SOLE 0 0 1462 SPDR GOLD TR GOLD SHS 78463V107 1761699 7248 SH SOLE 0 0 7248 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 50999455 1357813 SH SOLE 3766 0 1354047 SPDR S&P 500 ETF TR TR UNIT 78462F103 2512495 4379 SH SOLE 0 0 4379 SPDR SER TR S&P 400 MDCP GRW 78464A821 716222 8163 SH SOLE 0 0 8163 SPDR SER TR BBG CONV SEC ETF 78464A359 245624 3207 SH SOLE 0 0 3207 SPDR SER TR PORTFOLIO S&P500 78464A854 2225625 32967 SH SOLE 0 0 32967 SPDR SER TR S&P 400 MDCP VAL 78464A839 289552 3644 SH SOLE 0 0 3644 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 408360 8200 SH SOLE 0 0 8200 TJX COS INC NEW COM 872540109 205930 1752 SH SOLE 0 0 1752 TRIMAS CORP COM NEW 896215209 471641 18474 SH SOLE 0 0 18474 UBER TECHNOLOGIES INC COM 90353T100 487037 6480 SH SOLE 0 0 6480 VANECK ETF TRUST GOLD MINERS ETF 92189F106 567395 14249 SH SOLE 0 0 14249 VANGUARD INDEX FDS LARGE CAP ETF 922908637 216161 821 SH SOLE 0 0 821 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 623391 6399 SH OTR 6399 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 643030 6601 SH SOLE 2259 0 4342 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 269034 1105 SH SOLE 0 0 1105 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9597166 18188 SH SOLE 0 0 18188 VANGUARD INDEX FDS MID CAP ETF 922908629 52383963 198552 SH SOLE 591 0 197961 VANGUARD INDEX FDS SMALL CP ETF 922908751 589467 2485 SH SOLE 0 0 2485 VANGUARD INDEX FDS SML CP GRW ETF 922908595 557466 2085 SH SOLE 0 0 2085 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 220486 1315 SH SOLE 0 0 1315 VANGUARD INDEX FDS SM CP VAL ETF 922908611 244909 1220 SH SOLE 0 0 1220 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1768901 6247 SH SOLE 0 0 6247 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 276627 2311 SH SOLE 0 0 2311 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2030895 39728 SH SOLE 0 0 39728 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1003808 10400 SH SOLE 0 0 10400 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 279655 3356 SH SOLE 0 0 3356 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 502280 2536 SH SOLE 0 0 2536 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8499933 160953 SH SOLE 0 0 160953 VISA INC COM CL A 92826C839 852620 3101 SH SOLE 0 0 3101 WALMART INC COM 931142103 656740 8133 SH SOLE 0 0 8133 WARRIOR MET COAL INC COM 93627C101 255600 4000 SH SOLE 0 0 4000 WELLTOWER INC COM 95040Q104 295749 2310 SH SOLE 0 0 2310