CHIEF COMPLIANCE OFFICER

0001665359-22-000005.txt : 20220713 0001665359-22-000005.hdr.sgml : 20220713 20220713110712 ACCESSION NUMBER: 0001665359-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 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: 221080440 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 06-30-2022 06-30-2022 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 07-13-2022 0 142 357799 false INFORMATION TABLE 2 sd13fq222.xml AMAZON COM INC COM 023135106 821 7728 SH SOLE 0 0 7728 AMERICAN EXPRESS CO COM 025816109 264 1902 SH SOLE 0 0 1902 AMGEN INC COM 031162100 306 1256 SH SOLE 0 0 1256 ANALOG DEVICES INC COM 032654105 257 1758 SH SOLE 0 0 1758 APPLE INC COM 037833100 5226 38227 SH SOLE 0 0 38227 AUTOMATIC DATA PROCESSING IN COM 053015103 224 1066 SH SOLE 0 0 1066 BK OF AMERICA CORP COM 060505104 203 6517 SH SOLE 0 0 6517 BANK NEW YORK MELLON CORP COM 064058100 219 5253 SH SOLE 0 0 5253 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 960 3518 SH SOLE 0 0 3518 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1436 32300 SH SOLE 0 0 32300 CBIZ INC COM 124805102 1174 29376 SH SOLE 0 0 29376 CVS HEALTH CORP COM 126650100 419 4526 SH SOLE 0 0 4526 DANAHER CORPORATION COM 235851102 254 1000 SH SOLE 0 0 1000 DISNEY WALT CO COM 254687106 352 3733 SH SOLE 0 0 3733 EMCLAIRE FINL CORP COM 290828102 3446 98729 SH SOLE 0 0 98729 F N B CORP COM 302520101 178 16376 SH SOLE 0 0 16376 FEDERATED HERMES INC CL B 314211103 104421 3284717 SH SOLE 0 0 3284717 FISERV INC COM 337738108 434 4879 SH SOLE 0 0 4879 HOME DEPOT INC COM 437076102 703 2563 SH SOLE 0 0 2563 HONEYWELL INTL INC COM 438516106 454 2613 SH SOLE 0 0 2613 ILLINOIS TOOL WKS INC COM 452308109 245 1345 SH SOLE 0 0 1345 INTEL CORP COM 458140100 264 7057 SH SOLE 0 0 7057 ISHARES TR CORE S&P500 ETF 464287200 2202 5808 SH SOLE 0 0 5808 ISHARES TR S&P 500 GRWT ETF 464287309 555 9201 SH SOLE 0 0 9201 ISHARES TR S&P 500 VAL ETF 464287408 1047 7615 SH SOLE 0 0 7615 ISHARES TR MSCI EAFE ETF 464287465 833 13331 SH SOLE 0 0 13331 ISHARES TR RUS MID CAP ETF 464287499 7044 108947 SH SOLE 0 0 108947 ISHARES TR CORE S&P MCP ETF 464287507 733 3238 SH SOLE 0 0 3238 ISHARES TR S&P MC 400GR ETF 464287606 346 5432 SH SOLE 0 0 5432 ISHARES TR RUS 1000 GRW ETF 464287614 9832 44958 SH SOLE 0 0 44958 ISHARES TR RUS 2000 GRW ETF 464287648 403 1952 SH SOLE 0 0 1952 ISHARES TR RUSSELL 2000 ETF 464287655 619 3653 SH SOLE 0 0 3653 ISHARES TR CORE S&P US GWT 464287671 234 2794 SH SOLE 0 0 2794 ISHARES TR CORE S&P SCP ETF 464287804 4522 48934 SH SOLE 0 0 48934 ISHARES TR GL CLEAN ENE ETF 464288224 241 12663 SH SOLE 0 0 12663 ISHARES TR NATIONAL MUN ETF 464288414 19275 181221 SH SOLE 0 0 181221 ISHARES TR MSCI KLD400 SOC 464288570 746 10379 SH SOLE 0 0 10379 ISHARES TR EAFE GRWTH ETF 464288885 716 8900 SH SOLE 0 0 8900 JOHNSON & JOHNSON COM 478160104 798 4495 SH SOLE 0 0 4495 LIBERTY BROADBAND CORP COM SER C 530307305 324 2804 SH SOLE 0 0 2804 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 226 6270 SH SOLE 0 0 6270 LILLY ELI & CO COM 532457108 253 779 SH SOLE 0 0 779 LOCKHEED MARTIN CORP COM 539830109 301 699 SH SOLE 0 0 699 LOWES COS INC COM 548661107 237 1357 SH SOLE 0 0 1357 LULULEMON ATHLETICA INC COM 550021109 277 1015 SH SOLE 0 0 1015 MATTHEWS INTL CORP CL A 577128101 1215 42395 SH SOLE 0 0 42395 MCCORMICK & CO INC COM NON VTG 579780206 227 2731 SH SOLE 0 0 2731 MICROSOFT CORP COM 594918104 6880 26789 SH SOLE 0 0 26789 NIKE INC CL B 654106103 257 2512 SH SOLE 0 0 2512 NORTHROP GRUMMAN CORP COM 666807102 304 636 SH SOLE 0 0 636 PNC FINL SVCS GROUP INC COM 693475105 489 3102 SH SOLE 0 0 3102 PPG INDS INC COM 693506107 339 2966 SH SOLE 0 0 2966 PACCAR INC COM 693718108 247 3000 SH SOLE 0 0 3000 PEPSICO INC COM 713448108 697 4184 SH SOLE 0 0 4184 PFIZER INC COM 717081103 689 13134 SH SOLE 0 0 13134 PROCTER AND GAMBLE CO COM 742718109 372 2587 SH SOLE 0 0 2587 QUALCOMM INC COM 747525103 227 1775 SH SOLE 0 0 1775 RAYMOND JAMES FINL INC COM 754730109 807 9030 SH SOLE 0 0 9030 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15898 355981 SH SOLE 0 0 355981 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 18418 317607 SH SOLE 0 0 317607 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2622 41999 SH SOLE 0 0 41999 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3831 61068 SH SOLE 0 0 61068 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1582 40579 SH SOLE 0 0 40579 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1520 59891 SH SOLE 0 0 59891 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2204 70079 SH SOLE 0 0 70079 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1414 29531 SH SOLE 0 0 29531 STARBUCKS CORP COM 855244109 243 3176 SH SOLE 0 0 3176 STRYKER CORPORATION COM 863667101 207 1042 SH SOLE 0 0 1042 TJX COS INC NEW COM 872540109 341 6101 SH SOLE 0 0 6101 TEXAS INSTRS INC COM 882508104 543 3531 SH SOLE 0 0 3531 THERMO FISHER SCIENTIFIC INC COM 883556102 536 987 SH SOLE 0 0 987 TRIMAS CORP COM NEW 896215209 763 27550 SH SOLE 0 0 27550 UNION PAC CORP COM 907818108 550 2578 SH SOLE 0 0 2578 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 336 2342 SH SOLE 0 0 2342 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 6271 153706 SH SOLE 0 0 153706 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5009 14440 SH SOLE 0 0 14440 VANGUARD INDEX FDS MID CAP ETF 922908629 25724 130596 SH SOLE 0 0 130596 VANGUARD INDEX FDS SMALL CP ETF 922908751 602 3419 SH SOLE 0 0 3419 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2375 12592 SH SOLE 0 0 12592 WALMART INC COM 931142103 558 4589 SH SOLE 0 0 4589 WARNER BROS DISCOVERY INC COM SER A 934423104 215 15986 SH SOLE 0 0 15986 RAYTHEON TECHNOLOGIES CORP COM 75513E101 296 3081 SH SOLE 0 0 3081 INVESCO QQQ TR UNIT SER 1 46090E103 272 971 SH SOLE 0 0 971 EDWARDS LIFESCIENCES CORP COM 28176E108 325 3422 SH SOLE 0 0 3422 AMC ENTMT HLDGS INC CL A COM 00165C104 610 45025 SH SOLE 0 0 45025 ABBVIE INC COM 00287Y109 452 2948 SH SOLE 0 0 2948 ALPHABET INC CAP STK CL C 02079K107 685 313 SH SOLE 0 0 313 ALPHABET INC CAP STK CL A 02079K305 1140 523 SH SOLE 0 0 523 ANSYS INC COM 03662Q105 1159 4842 SH SOLE 0 0 4842 BROADCOM INC COM 11135F101 301 619 SH SOLE 0 0 619 CAPITAL ONE FINL CORP COM 14040H105 282 2705 SH SOLE 0 0 2705 CISCO SYS INC COM 17275R102 510 11969 SH SOLE 0 0 11969 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 2969 168128 SH SOLE 0 0 168128 COMCAST CORP NEW CL A 20030N101 230 5863 SH SOLE 0 0 5863 COMMSCOPE HLDG CO INC COM 20337X109 98 16000 SH SOLE 0 0 16000 CONOCOPHILLIPS COM 20825C104 223 2487 SH SOLE 0 0 2487 CONSTELLATION BRANDS INC CL A 21036P108 234 1002 SH SOLE 0 0 1002 COSTCO WHSL CORP NEW COM 22160K105 1075 2243 SH SOLE 0 0 2243 CROWN CASTLE INTL CORP NEW COM 22822V101 517 3072 SH SOLE 0 0 3072 EXXON MOBIL CORP COM 30231G102 398 4649 SH SOLE 0 0 4649 META PLATFORMS INC CL A 30303M102 348 2157 SH SOLE 0 0 2157 FEDERATED HERMES ETF TRUST SHORT DURATION C 31423L107 256 10900 SH SOLE 0 0 10900 FEDERATED HERMES ETF TRUST SHORT DURATION H 31423L206 237 10900 SH SOLE 0 0 10900 FEDERATED HERMES PREM MUNI I COM 31423P108 147 13260 SH SOLE 0 0 13260 HYCROFT MINING HOLDING CORP COM CL A 44862P109 181 163000 SH SOLE 0 0 163000 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 15037 619558 SH SOLE 0 0 619558 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 2582 53614 SH SOLE 0 0 53614 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 203 1515 SH SOLE 0 0 1515 ISHARES TR CORE MSCI EAFE 46432F842 265 4500 SH SOLE 0 0 4500 ISHARES INC CORE MSCI EMKT 46434G103 5310 108235 SH SOLE 0 0 108235 ISHARES INC ESG AWR MSCI EM 46434G863 735 22735 SH SOLE 0 0 22735 ISHARES TR ESG AWRE 1 5 YR 46435G243 324 13446 SH SOLE 0 0 13446 ISHARES TR ESG AW MSCI EAFE 46435G516 397 6319 SH SOLE 0 0 6319 JPMORGAN CHASE & CO COM 46625H100 846 7511 SH SOLE 0 0 7511 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 695 14238 SH SOLE 0 0 14238 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 14831 304984 SH SOLE 0 0 304984 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 1950 40904 SH SOLE 0 0 40904 MASTERCARD INCORPORATED CL A 57636Q104 844 2674 SH SOLE 0 0 2674 NEXTERA ENERGY INC COM 65339F101 669 8638 SH SOLE 0 0 8638 OREILLY AUTOMOTIVE INC COM 67103H107 278 440 SH SOLE 0 0 440 ORACLE CORP COM 68389X105 590 8446 SH SOLE 0 0 8446 SPDR S&P 500 ETF TR TR UNIT 78462F103 2066 5476 SH SOLE 0 0 5476 SPDR GOLD TR GOLD SHS 78463V107 1058 6280 SH SOLE 0 0 6280 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 9405 326116 SH SOLE 0 0 326116 SPDR SER TR BBG CONV SEC ETF 78464A359 605 9373 SH SOLE 0 0 9373 SPDR SER TR S&P 400 MDCP GRW 78464A821 507 8319 SH SOLE 0 0 8319 SPDR SER TR S&P 400 MDCP VAL 78464A839 230 3806 SH SOLE 0 0 3806 SPDR SER TR PORTFOLIO S&P500 78464A854 1539 34709 SH SOLE 0 0 34709 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 450 1462 SH SOLE 0 0 1462 SELECT SECTOR SPDR TR ENERGY 81369Y506 248 3471 SH SOLE 0 0 3471 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 329 2586 SH SOLE 0 0 2586 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 289 4126 SH SOLE 0 0 4126 SUNDIAL GROWERS INC COM 86730L109 26 80000 SH SOLE 0 0 80000 UNITEDHEALTH GROUP INC COM 91324P102 897 1747 SH SOLE 0 0 1747 VIATRIS INC COM 92556V106 105 10044 SH SOLE 0 0 10044 VISA INC COM CL A 92826C839 755 3833 SH SOLE 0 0 3833 WASTE MGMT INC DEL COM 94106L109 212 1385 SH SOLE 0 0 1385 XYLEM INC COM 98419M100 202 2589 SH SOLE 0 0 2589 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 540 1945 SH SOLE 0 0 1945 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 388 10144 SH SOLE 0 0 10144 EATON CORP PLC SHS G29183103 653 5180 SH SOLE 0 0 5180 CHUBB LIMITED COM H1467J104 258 1312 SH SOLE 0 0 1312