CHIEF COMPLIANCE OFFICER

0001665359-22-000001.txt : 20220131 0001665359-22-000001.hdr.sgml : 20220131 20220131114118 ACCESSION NUMBER: 0001665359-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 EFFECTIVENESS DATE: 20220131 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: 22572057 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 12-31-2021 12-31-2021 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 01-31-2022 0 153 418564 false INFORMATION TABLE 2 sd13fq421.xml AMC ENTMT HLDGS INC CL A COM 00165C104 272 10008 SH SOLE 0 0 10008 ABBOTT LABS COM 002824100 225 1598 SH SOLE 0 0 1598 ABBVIE INC COM 00287Y109 424 3133 SH SOLE 0 0 3133 ALLEGHENY TECHNOLOGIES INC COM 01741R102 177 11101 SH SOLE 0 0 11101 ALPHABET INC CAP STK CL C 02079K107 911 315 SH SOLE 0 0 315 ALPHABET INC CAP STK CL A 02079K305 1831 632 SH SOLE 0 0 632 ALTRIA GROUP INC COM 02209S103 201 4238 SH SOLE 0 0 4238 AMAZON COM INC COM 023135106 1030 309 SH SOLE 0 0 309 AMERICAN EXPRESS CO COM 025816109 385 2351 SH SOLE 0 0 2351 AMGEN INC COM 031162100 274 1220 SH SOLE 0 0 1220 ANALOG DEVICES INC COM 032654105 309 1759 SH SOLE 0 0 1759 ANSYS INC COM 03662Q105 1942 4842 SH SOLE 0 0 4842 APPLE INC COM 037833100 7194 40512 SH SOLE 0 0 40512 AUTOMATIC DATA PROCESSING IN COM 053015103 263 1068 SH SOLE 0 0 1068 BK OF AMERICA CORP COM 060505104 251 5647 SH SOLE 0 0 5647 BANK NEW YORK MELLON CORP COM 064058100 332 5712 SH SOLE 0 0 5712 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1856 6207 SH SOLE 0 0 6207 BROADCOM INC COM 11135F101 436 655 SH SOLE 0 0 655 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1949 32286 SH SOLE 0 0 32286 CBIZ INC COM 124805102 1295 33107 SH SOLE 0 0 33107 CSX CORP COM 126408103 209 5556 SH SOLE 0 0 5556 CVS HEALTH CORP COM 126650100 236 2284 SH SOLE 0 0 2284 CAPITAL ONE FINL CORP COM 14040H105 262 1804 SH SOLE 0 0 1804 CISCO SYS INC COM 17275R102 727 11472 SH SOLE 0 0 11472 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 3541 166184 SH SOLE 0 0 166184 COMCAST CORP NEW CL A 20030N101 291 5781 SH SOLE 0 0 5781 CONOCOPHILLIPS COM 20825C104 214 2963 SH SOLE 0 0 2963 COSTCO WHSL CORP NEW COM 22160K105 1290 2273 SH SOLE 0 0 2273 CROWN CASTLE INTL CORP NEW COM 22822V101 682 3268 SH SOLE 0 0 3268 DANAHER CORPORATION COM 235851102 285 865 SH SOLE 0 0 865 DISNEY WALT CO COM 254687106 767 4949 SH SOLE 0 0 4949 ECOLAB INC COM 278865100 223 951 SH SOLE 0 0 951 EDWARDS LIFESCIENCES CORP COM 28176E108 439 3391 SH SOLE 0 0 3391 EMCLAIRE FINL CORP COM 290828102 2897 100231 SH SOLE 0 0 100231 EXXON MOBIL CORP COM 30231G102 283 4625 SH SOLE 0 0 4625 F N B CORP COM 302520101 235 19376 SH SOLE 0 0 19376 META PLATFORMS INC CL A 30303M102 751 2232 SH SOLE 0 0 2232 FEDERATED HERMES INC CL B 314211103 121770 3240286 SH SOLE 0 0 3240286 FEDERATED HERMES PREM MUNI I COM 31423P108 199 13260 SH SOLE 0 0 13260 FIRST COMWLTH FINL CORP PA COM 319829107 161 10000 SH SOLE 0 0 10000 FORD MTR CO DEL COM 345370860 264 12721 SH SOLE 0 0 12721 HOME DEPOT INC COM 437076102 1258 3031 SH SOLE 0 0 3031 HONEYWELL INTL INC COM 438516106 544 2611 SH SOLE 0 0 2611 ILLINOIS TOOL WKS INC COM 452308109 350 1420 SH SOLE 0 0 1420 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 12157 455988 SH SOLE 0 0 455988 INTEL CORP COM 458140100 306 5943 SH SOLE 0 0 5943 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 2671 47392 SH SOLE 0 0 47392 INVESCO QQQ TR UNIT SER 1 46090E103 1348 3388 SH SOLE 0 0 3388 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 247 1515 SH SOLE 0 0 1515 ISHARES TR CORE S&P500 ETF 464287200 2618 5489 SH SOLE 0 0 5489 ISHARES TR S&P 500 GRWT ETF 464287309 758 9060 SH SOLE 0 0 9060 ISHARES TR S&P 500 VAL ETF 464287408 1172 7485 SH SOLE 0 0 7485 ISHARES TR MSCI EAFE ETF 464287465 1049 13331 SH SOLE 0 0 13331 ISHARES TR RUS MID CAP ETF 464287499 7877 94894 SH SOLE 0 0 94894 ISHARES TR CORE S&P MCP ETF 464287507 803 2836 SH SOLE 0 0 2836 ISHARES TR S&P MC 400GR ETF 464287606 463 5432 SH SOLE 0 0 5432 ISHARES TR RUS 1000 GRW ETF 464287614 9081 29716 SH SOLE 0 0 29716 ISHARES TR RUS 2000 GRW ETF 464287648 547 1867 SH SOLE 0 0 1867 ISHARES TR RUSSELL 2000 ETF 464287655 816 3669 SH SOLE 0 0 3669 ISHARES TR S&P MC 400VL ETF 464287705 208 1876 SH SOLE 0 0 1876 ISHARES TR CORE S&P SCP ETF 464287804 3901 34068 SH SOLE 0 0 34068 ISHARES TR NATIONAL MUN ETF 464288414 20595 177114 SH SOLE 0 0 177114 ISHARES TR MSCI KLD400 SOC 464288570 964 10379 SH SOLE 0 0 10379 ISHARES TR EAFE GRWTH ETF 464288885 982 8900 SH SOLE 0 0 8900 ISHARES TR CORE MSCI EAFE 46432F842 313 4198 SH SOLE 0 0 4198 ISHARES INC CORE MSCI EMKT 46434G103 4324 72229 SH SOLE 0 0 72229 ISHARES INC ESG AWR MSCI EM 46434G863 788 19814 SH SOLE 0 0 19814 ISHARES TR ESG AWRE 1 5 YR 46435G243 323 12604 SH SOLE 0 0 12604 ISHARES TR ESG AW MSCI EAFE 46435G516 500 6290 SH SOLE 0 0 6290 JPMORGAN CHASE & CO COM 46625H100 970 6125 SH SOLE 0 0 6125 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 827 13973 SH SOLE 0 0 13973 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 16572 334444 SH SOLE 0 0 334444 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 2121 35682 SH SOLE 0 0 35682 JOHNSON & JOHNSON COM 478160104 741 4329 SH SOLE 0 0 4329 KKR & CO INC COM 48251W104 391 5250 SH SOLE 0 0 5250 LIBERTY BROADBAND CORP COM SER C 530307305 449 2784 SH SOLE 0 0 2784 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 319 6270 SH SOLE 0 0 6270 LILLY ELI & CO COM 532457108 357 1291 SH SOLE 0 0 1291 LOCKHEED MARTIN CORP COM 539830109 250 704 SH SOLE 0 0 704 LOWES COS INC COM 548661107 358 1385 SH SOLE 0 0 1385 LULULEMON ATHLETICA INC COM 550021109 397 1015 SH SOLE 0 0 1015 MASTERCARD INCORPORATED CL A 57636Q104 952 2649 SH SOLE 0 0 2649 MATTHEWS INTL CORP CL A 577128101 1238 33768 SH SOLE 0 0 33768 MCCORMICK & CO INC COM NON VTG 579780206 264 2731 SH SOLE 0 0 2731 MICROSOFT CORP COM 594918104 8505 25287 SH SOLE 0 0 25287 NEXTERA ENERGY INC COM 65339F101 810 8674 SH SOLE 0 0 8674 NIKE INC CL B 654106103 421 2526 SH SOLE 0 0 2526 NORTHROP GRUMMAN CORP COM 666807102 353 911 SH SOLE 0 0 911 NVIDIA CORPORATION COM 67066G104 334 1134 SH SOLE 0 0 1134 OREILLY AUTOMOTIVE INC COM 67103H107 365 517 SH SOLE 0 0 517 ORACLE CORP COM 68389X105 778 8919 SH SOLE 0 0 8919 PNC FINL SVCS GROUP INC COM 693475105 557 2780 SH SOLE 0 0 2780 PPG INDS INC COM 693506107 548 3176 SH SOLE 0 0 3176 PACCAR INC COM 693718108 265 3000 SH SOLE 0 0 3000 PAYPAL HLDGS INC COM 70450Y103 454 2405 SH SOLE 0 0 2405 PEPSICO INC COM 713448108 701 4038 SH SOLE 0 0 4038 PFIZER INC COM 717081103 661 11194 SH SOLE 0 0 11194 PROCTER AND GAMBLE CO COM 742718109 432 2641 SH SOLE 0 0 2641 PROLOGIS INC. COM 74340W103 366 2171 SH SOLE 0 0 2171 RAYTHEON TECHNOLOGIES CORP COM 75513E101 341 3963 SH SOLE 0 0 3963 ROCKWELL AUTOMATION INC COM 773903109 309 887 SH SOLE 0 0 887 ROSS STORES INC COM 778296103 252 2207 SH SOLE 0 0 2207 S & T BANCORP INC COM 783859101 467 14807 SH SOLE 0 0 14807 S&P GLOBAL INC COM 78409V104 286 605 SH SOLE 0 0 605 SPDR S&P 500 ETF TR TR UNIT 78462F103 2056 4328 SH SOLE 0 0 4328 SPDR GOLD TR GOLD SHS 78463V107 1060 6202 SH SOLE 0 0 6202 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6281 172177 SH SOLE 0 0 172177 SPDR SER TR BLOOMBERG CONV 78464A359 778 9373 SH SOLE 0 0 9373 SPDR SER TR S&P 400 MDCP GRW 78464A821 682 8370 SH SOLE 0 0 8370 SPDR SER TR S&P 400 MDCP VAL 78464A839 274 3856 SH SOLE 0 0 3856 SPDR SER TR PORTFOLIO S&P500 78464A854 1906 34142 SH SOLE 0 0 34142 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 476 1310 SH SOLE 0 0 1310 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 17987 158031 SH SOLE 0 0 158031 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 24647 150518 SH SOLE 0 0 150518 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2855 38998 SH SOLE 0 0 38998 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4331 53845 SH SOLE 0 0 53845 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2110 20610 SH SOLE 0 0 20610 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7658 258557 SH SOLE 0 0 258557 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2740 70484 SH SOLE 0 0 70484 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1150 21342 SH SOLE 0 0 21342 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 247 6328 SH SOLE 0 0 6328 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 464 4382 SH SOLE 0 0 4382 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 449 2583 SH SOLE 0 0 2583 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 296 4136 SH SOLE 0 0 4136 STARBUCKS CORP COM 855244109 370 3166 SH SOLE 0 0 3166 STRYKER CORPORATION COM 863667101 279 1042 SH SOLE 0 0 1042 TJX COS INC NEW COM 872540109 363 4782 SH SOLE 0 0 4782 TESLA INC COM 88160R101 230 218 SH SOLE 0 0 218 TEXAS INSTRS INC COM 882508104 558 2960 SH SOLE 0 0 2960 THERMO FISHER SCIENTIFIC INC COM 883556102 659 987 SH SOLE 0 0 987 TRIMAS CORP COM NEW 896215209 1019 27550 SH SOLE 0 0 27550 TRISTATE CAP HLDGS INC COM 89678F100 1799 59445 SH SOLE 0 0 59445 UNION PAC CORP COM 907818108 648 2571 SH SOLE 0 0 2571 UNITEDHEALTH GROUP INC COM 91324P102 943 1878 SH SOLE 0 0 1878 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 370 2156 SH SOLE 0 0 2156 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7125 139543 SH SOLE 0 0 139543 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 235 4757 SH SOLE 0 0 4757 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 219 2784 SH SOLE 0 0 2784 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5989 13718 SH SOLE 0 0 13718 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 281 1105 SH SOLE 0 0 1105 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 205 1770 SH SOLE 0 0 1770 VANGUARD INDEX FDS MID CAP ETF 922908629 32745 128527 SH SOLE 0 0 128527 VANGUARD INDEX FDS SMALL CP ETF 922908751 761 3365 SH SOLE 0 0 3365 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3029 12546 SH SOLE 0 0 12546 VERIZON COMMUNICATIONS INC COM 92343V104 242 4656 SH SOLE 0 0 4656 VISA INC COM CL A 92826C839 822 3792 SH SOLE 0 0 3792 WALMART INC COM 931142103 504 3483 SH SOLE 0 0 3483 WASTE MGMT INC DEL COM 94106L109 324 1944 SH SOLE 0 0 1944 XYLEM INC COM 98419M100 310 2589 SH SOLE 0 0 2589 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 839 2023 SH SOLE 0 0 2023 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 411 6763 SH SOLE 0 0 6763 EATON CORP PLC SHS G29183103 957 5537 SH SOLE 0 0 5537 CHUBB LIMITED COM H1467J104 224 1161 SH SOLE 0 0 1161