CHIEF COMPLIANCE OFFICER

0001665359-22-000004.txt : 20220502 0001665359-22-000004.hdr.sgml : 20220502 20220502141735 ACCESSION NUMBER: 0001665359-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22881150 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 03-31-2022 03-31-2022 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 05-02-2022 0 149 392394 false INFORMATION TABLE 2 sd13fq122.xml HYCROFT MINING HOLDING CORP COM CL A 44862P109 76 33000 SH SOLE 0 0 33000 VIATRIS INC COM 92556V106 112 10264 SH SOLE 0 0 10264 FEDERATED HERMES PREM MUNI I COM 31423P108 169 13260 SH SOLE 0 0 13260 TESLA INC COM 88160R101 202 187 SH SOLE 0 0 187 F N B CORP COM 302520101 204 16376 SH SOLE 0 0 16376 CVS HEALTH CORP COM 126650100 205 2026 SH SOLE 0 0 2026 ISHARES TR S&P MC 400VL ETF 464287705 206 1876 SH SOLE 0 0 1876 ISHARES TR U.S. TECH ETF 464287721 206 2000 SH SOLE 0 0 2000 PAYPAL HLDGS INC COM 70450Y103 206 1781 SH SOLE 0 0 1781 US BANCORP DEL COM NEW 902973304 211 3969 SH SOLE 0 0 3969 WELLTOWER INC COM 95040Q104 215 2235 SH SOLE 0 0 2235 ALTRIA GROUP INC COM 02209S103 216 4138 SH SOLE 0 0 4138 XYLEM INC COM 98419M100 221 2589 SH SOLE 0 0 2589 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 225 4879 SH SOLE 0 0 4879 TARGET CORP COM 87612E106 232 1093 SH SOLE 0 0 1093 LILLY ELI & CO COM 532457108 232 809 SH SOLE 0 0 809 BK OF AMERICA CORP COM 060505104 233 5647 SH SOLE 0 0 5647 DANAHER CORPORATION COM 235851102 236 804 SH SOLE 0 0 804 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 239 1515 SH SOLE 0 0 1515 LOCKHEED MARTIN CORP COM 539830109 242 549 SH SOLE 0 0 549 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 242 6328 SH SOLE 0 0 6328 II-VI INC COM 902104108 242 3333 SH SOLE 0 0 3333 AUTOMATIC DATA PROCESSING IN COM 053015103 243 1067 SH SOLE 0 0 1067 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 246 1105 SH SOLE 0 0 1105 ROCKWELL AUTOMATION INC COM 773903109 248 887 SH SOLE 0 0 887 WASTE MGMT INC DEL COM 94106L109 253 1594 SH SOLE 0 0 1594 APPLIED MATLS INC COM 038222105 261 1980 SH SOLE 0 0 1980 BANK NEW YORK MELLON CORP COM 064058100 261 5253 SH SOLE 0 0 5253 FEDERATED HERMES ETF TRUST SHORT DURATION H 31423L206 262 10900 SH SOLE 0 0 10900 FEDERATED HERMES ETF TRUST SHORT DURATION C 31423L107 262 10900 SH SOLE 0 0 10900 CONOCOPHILLIPS COM 20825C104 263 2627 SH SOLE 0 0 2627 PACCAR INC COM 693718108 264 3000 SH SOLE 0 0 3000 SPDR SER TR S&P 400 MDCP VAL 78464A839 268 3806 SH SOLE 0 0 3806 COMCAST CORP NEW CL A 20030N101 271 5781 SH SOLE 0 0 5781 MCCORMICK & CO INC COM NON VTG 579780206 273 2731 SH SOLE 0 0 2731 LOWES COS INC COM 548661107 274 1355 SH SOLE 0 0 1355 STRYKER CORPORATION COM 863667101 279 1042 SH SOLE 0 0 1042 CHUBB LIMITED COM H1467J104 281 1312 SH SOLE 0 0 1312 ILLINOIS TOOL WKS INC COM 452308109 282 1345 SH SOLE 0 0 1345 STARBUCKS CORP COM 855244109 287 3158 SH SOLE 0 0 3158 NORTHROP GRUMMAN CORP COM 666807102 287 641 SH SOLE 0 0 641 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 287 6270 SH SOLE 0 0 6270 ANALOG DEVICES INC COM 032654105 289 1751 SH SOLE 0 0 1751 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 308 4131 SH SOLE 0 0 4131 TJX COS INC NEW COM 872540109 309 5102 SH SOLE 0 0 5102 AMGEN INC COM 031162100 310 1280 SH SOLE 0 0 1280 RAYTHEON TECHNOLOGIES CORP COM 75513E101 312 3147 SH SOLE 0 0 3147 NVIDIA CORPORATION COM 67066G104 326 1194 SH SOLE 0 0 1194 INVESCO QQQ TR UNIT SER 1 46090E103 341 941 SH SOLE 0 0 941 ISHARES TR ESG AWRE 1 5 YR 46435G243 341 13826 SH SOLE 0 0 13826 INTEL CORP COM 458140100 342 6900 SH SOLE 0 0 6900 NIKE INC CL B 654106103 347 2582 SH SOLE 0 0 2582 PROLOGIS INC. COM 74340W103 349 2163 SH SOLE 0 0 2163 OREILLY AUTOMOTIVE INC COM 67103H107 350 511 SH SOLE 0 0 511 CAPITAL ONE FINL CORP COM 14040H105 354 2700 SH SOLE 0 0 2700 PROCTER AND GAMBLE CO COM 742718109 358 2341 SH SOLE 0 0 2341 ISHARES TR CORE MSCI EAFE 46432F842 370 5329 SH SOLE 0 0 5329 LULULEMON ATHLETICA INC COM 550021109 371 1015 SH SOLE 0 0 1015 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 372 2291 SH SOLE 0 0 2291 LIBERTY BROADBAND CORP COM SER C 530307305 377 2784 SH SOLE 0 0 2784 PPG INDS INC COM 693506107 385 2940 SH SOLE 0 0 2940 BROADCOM INC COM 11135F101 390 619 SH SOLE 0 0 619 EDWARDS LIFESCIENCES CORP COM 28176E108 399 3393 SH SOLE 0 0 3393 EXXON MOBIL CORP COM 30231G102 402 4862 SH SOLE 0 0 4862 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 411 2586 SH SOLE 0 0 2586 AMC ENTMT HLDGS INC CL A COM 00165C104 418 16974 SH SOLE 0 0 16974 ISHARES TR S&P MC 400GR ETF 464287606 420 5432 SH SOLE 0 0 5432 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 448 6763 SH SOLE 0 0 6763 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0 512 ANSYS INC COM 03662Q105 1538 4842 SH SOLE 0 0 4842 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1825 32266 SH SOLE 0 0 32266 SPDR SER TR PORTFOLIO S&P500 78464A854 1845 34727 SH SOLE 0 0 34727 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1929 40734 SH SOLE 0 0 40734 TRISTATE CAP HLDGS INC COM 89678F100 1975 59445 SH SOLE 0 0 59445 SPDR S&P 500 ETF TR TR UNIT 78462F103 2072 4587 SH SOLE 0 0 4587 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 2124 37449 SH SOLE 0 0 37449 ISHARES TR CORE S&P500 ETF 464287200 2454 5408 SH SOLE 0 0 5408 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2542 69225 SH SOLE 0 0 69225 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 2673 50966 SH SOLE 0 0 50966 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2867 12592 SH SOLE 0 0 12592 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2915 40833 SH SOLE 0 0 40833 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 3095 158810 SH SOLE 0 0 158810 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3614 130152 SH SOLE 0 0 130152 EMCLAIRE FINL CORP COM 290828102 3704 98729 SH SOLE 0 0 98729 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4217 55585 SH SOLE 0 0 55585 ISHARES TR CORE S&P SCP ETF 464287804 4357 40390 SH SOLE 0 0 40390 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6009 14474 SH SOLE 0 0 14474 APPLE INC COM 037833100 6726 38521 SH SOLE 0 0 38521 ISHARES INC CORE MSCI EMKT 46434G103 6859 123471 SH SOLE 0 0 123471 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6969 203295 SH SOLE 0 0 203295 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7002 145791 SH SOLE 0 0 145791 ISHARES TR RUS MID CAP ETF 464287499 7387 94650 SH SOLE 0 0 94650 MICROSOFT CORP COM 594918104 8093 26248 SH SOLE 0 0 26248 ISHARES TR RUS 1000 GRW ETF 464287614 8430 30366 SH SOLE 0 0 30366 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 12925 514514 SH SOLE 0 0 514514 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 16006 326118 SH SOLE 0 0 326118 ISHARES TR NATIONAL MUN ETF 464288414 17420 158888 SH SOLE 0 0 158888 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 18219 338335 SH SOLE 0 0 338335 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 24565 328319 SH SOLE 0 0 328319 VANGUARD INDEX FDS MID CAP ETF 922908629 31157 131002 SH SOLE 0 0 131002 FEDERATED HERMES INC CL B 314211103 111438 3271829 SH SOLE 0 0 3271829