# EDGAR Filing Document

**Accession Number:** 0001665359
**File Stem:** 0001665359-23-000001
**Filing Date:** 2023-2
**Character Count:** 15146
**Document Hash:** 11e16fbc78b8916b1c241fb2914e3d67
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001665359-23-000001.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001665359-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**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:** 23577303

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Schneider Downs Wealth Management Advisors LP<br>**Address:** ONE PPG PLACE SUITE 1700<br>PITTSBURGH, PA 15222

**Form 13F File Number:** 028-17099

**CRD Number (if applicable):** 000128591

**SEC File Number (if applicable):** 801-62441

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nancy L. Skeans<br>**Title:** Chief Compliance Officer<br>**Phone:** 412-697-5576

**Signature, Place, and Date of Signing:**

Nancy L. Skeans  Pittsburgh, PA  02-01-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $456151013

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 315084 | 3751 | SH |  | SOLE |  | 0 | 0 | 3751 |
| AMGEN INC | COM | 031162100 |  | 461984 | 1759 | SH |  | SOLE |  | 0 | 0 | 1759 |
| APPLE INC | COM | 037833100 |  | 3766503 | 28989 | SH |  | SOLE |  | 0 | 0 | 28989 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 338350 | 7433 | SH |  | SOLE |  | 0 | 0 | 7433 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 337509 | 1093 | SH |  | SOLE |  | 0 | 0 | 1093 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 231195 | 8064 | SH |  | SOLE |  | 0 | 0 | 8064 |
| CBIZ INC | COM | 124805102 |  | 1343471 | 28676 | SH |  | SOLE |  | 0 | 0 | 28676 |
| FEDERATED HERMES INC | CL B | 314211103 |  | 163551787 | 4504318 | SH |  | SOLE |  | 0 | 0 | 4504318 |
| FIRST COMWLTH FINL CORP PA | COM | 319829107 |  | 139700 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2208771 | 5749 | SH |  | SOLE |  | 0 | 0 | 5749 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 553016 | 5702 | SH |  | SOLE |  | 0 | 0 | 5702 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 385064 | 10160 | SH |  | SOLE |  | 0 | 0 | 10160 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1087515 | 18590 | SH |  | SOLE |  | 0 | 0 | 18590 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1185077 | 8169 | SH |  | SOLE |  | 0 | 0 | 8169 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 5772904 | 87948 | SH |  | SOLE |  | 0 | 0 | 87948 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 8251144 | 122330 | SH |  | SOLE |  | 0 | 0 | 122330 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1144350 | 4731 | SH |  | SOLE |  | 0 | 0 | 4731 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 245825 | 1621 | SH |  | SOLE |  | 0 | 0 | 1621 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 403107 | 5902 | SH |  | SOLE |  | 0 | 0 | 5902 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 11519197 | 53768 | SH |  | SOLE |  | 0 | 0 | 53768 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 481383 | 2244 | SH |  | SOLE |  | 0 | 0 | 2244 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 667799 | 3830 | SH |  | SOLE |  | 0 | 0 | 3830 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 439572 | 4361 | SH |  | SOLE |  | 0 | 0 | 4361 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 5457456 | 57665 | SH |  | SOLE |  | 0 | 0 | 57665 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 510483 | 5591 | SH |  | SOLE |  | 0 | 0 | 5591 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 9919344 | 91786 | SH |  | SOLE |  | 0 | 0 | 91786 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 323754 | 16310 | SH |  | SOLE |  | 0 | 0 | 16310 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 16295350 | 154429 | SH |  | SOLE |  | 0 | 0 | 154429 |
| ISHARES TR | MSCI KLD400 SOC | 464288570 |  | 745108 | 10379 | SH |  | SOLE |  | 0 | 0 | 10379 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 810881 | 9681 | SH |  | SOLE |  | 0 | 0 | 9681 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 298715 | 1691 | SH |  | SOLE |  | 0 | 0 | 1691 |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 |  | 206387 | 2706 | SH |  | SOLE |  | 0 | 0 | 2706 |
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 |  | 234780 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 325186 | 1015 | SH |  | SOLE |  | 0 | 0 | 1015 |
| MATTHEWS INTL CORP | CL A | 577128101 |  | 1290504 | 42395 | SH |  | SOLE |  | 0 | 0 | 42395 |
| MICROSOFT CORP | COM | 594918104 |  | 4614707 | 19242 | SH |  | SOLE |  | 0 | 0 | 19242 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 393271 | 2490 | SH |  | SOLE |  | 0 | 0 | 2490 |
| PPG INDS INC | COM | 693506107 |  | 321517 | 2557 | SH |  | SOLE |  | 0 | 0 | 2557 |
| PACCAR INC | COM | 693718108 |  | 296910 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| PARK-OHIO HLDGS CORP | COM | 700666100 |  | 163209 | 13345 | SH |  | SOLE |  | 0 | 0 | 13345 |
| PEPSICO INC | COM | 713448108 |  | 277313 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |
| PORCH GROUP INC | COM | 733245104 |  | 533189 | 283611 | SH |  | SOLE |  | 0 | 0 | 283611 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 994560 | 9308 | SH |  | SOLE |  | 0 | 0 | 9308 |
| S  T BANCORP INC | COM | 783859101 |  | 655231 | 19170 | SH |  | SOLE |  | 0 | 0 | 19170 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 17998806 | 398645 | SH |  | SOLE |  | 0 | 0 | 398645 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 19064923 | 343141 | SH |  | SOLE |  | 0 | 0 | 343141 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 3415771 | 51738 | SH |  | SOLE |  | 0 | 0 | 51738 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 4726690 | 72042 | SH |  | SOLE |  | 0 | 0 | 72042 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1834050 | 45274 | SH |  | SOLE |  | 0 | 0 | 45274 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 3053985 | 129023 | SH |  | SOLE |  | 0 | 0 | 129023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 2244887 | 69695 | SH |  | SOLE |  | 0 | 0 | 69695 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 5688585 | 124613 | SH |  | SOLE |  | 0 | 0 | 124613 |
| TRIMAS CORP | COM NEW | 896215209 |  | 748980 | 27000 | SH |  | SOLE |  | 0 | 0 | 27000 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 548330 | 3611 | SH |  | SOLE |  | 0 | 0 | 3611 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 7587403 | 180782 | SH |  | SOLE |  | 0 | 0 | 180782 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 278308 | 3229 | SH |  | SOLE |  | 0 | 0 | 3229 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 2709362 | 54746 | SH |  | SOLE |  | 0 | 0 | 54746 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5649054 | 16079 | SH |  | SOLE |  | 0 | 0 | 16079 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 388143 | 4706 | SH |  | SOLE |  | 0 | 0 | 4706 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 30721359 | 150735 | SH |  | SOLE |  | 0 | 0 | 150735 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 712135 | 3880 | SH |  | SOLE |  | 0 | 0 | 3880 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2571314 | 13449 | SH |  | SOLE |  | 0 | 0 | 13449 |
| WALMART INC | COM | 931142103 |  | 246715 | 1740 | SH |  | SOLE |  | 0 | 0 | 1740 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 337110 | 1266 | SH |  | SOLE |  | 0 | 0 | 1266 |
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 |  | 343630 | 84430 | SH |  | SOLE |  | 0 | 0 | 84430 |
| ABBVIE INC | COM | 00287Y109 |  | 316432 | 1958 | SH |  | SOLE |  | 0 | 0 | 1958 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 392359 | 4447 | SH |  | SOLE |  | 0 | 0 | 4447 |
| ANSYS INC | COM | 03662Q105 |  | 1161806 | 4809 | SH |  | SOLE |  | 0 | 0 | 4809 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 1010086 | 32107 | SH |  | SOLE |  | 0 | 0 | 32107 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 238586 | 1591 | SH |  | SOLE |  | 0 | 0 | 1591 |
| COLUMBIA ETF TR I | DIVERSIFID FXD | 19761L508 |  | 2658266 | 153746 | SH |  | SOLE |  | 0 | 0 | 153746 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 332332 | 728 | SH |  | SOLE |  | 0 | 0 | 728 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1819950 | 16500 | SH |  | SOLE |  | 0 | 0 | 16500 |
| FEDERATED HERMES ETF TRUST | SHORT DURATION C | 31423L107 |  | 253098 | 10900 | SH |  | SOLE |  | 0 | 0 | 10900 |
| FEDERATED HERMES ETF TRUST | SHORT DURATION H | 31423L206 |  | 1553578 | 70482 | SH |  | SOLE |  | 0 | 0 | 70482 |
| FEDERATED HERMES PREM MUNI I | COM | 31423P108 |  | 139230 | 13260 | SH |  | SOLE |  | 0 | 0 | 13260 |
| HYCROFT MINING HOLDING CORP | COM CL A | 44862P109 |  | 127172 | 239000 | SH |  | SOLE |  | 0 | 0 | 239000 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 45409F827 |  | 13751434 | 569890 | SH |  | SOLE |  | 0 | 0 | 569890 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 45409F843 |  | 2678715 | 112788 | SH |  | SOLE |  | 0 | 0 | 112788 |
| INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 46090A804 |  | 2900762 | 62422 | SH |  | SOLE |  | 0 | 0 | 62422 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 672004 | 10902 | SH |  | SOLE |  | 0 | 0 | 10902 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 492947 | 10615 | SH |  | SOLE |  | 0 | 0 | 10615 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 11850077 | 253749 | SH |  | SOLE |  | 0 | 0 | 253749 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 602693 | 20043 | SH |  | SOLE |  | 0 | 0 | 20043 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 225405 | 10109 | SH |  | SOLE |  | 0 | 0 | 10109 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 488592 | 20555 | SH |  | SOLE |  | 0 | 0 | 20555 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 543538 | 8268 | SH |  | SOLE |  | 0 | 0 | 8268 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 |  | 720392 | 14618 | SH |  | SOLE |  | 0 | 0 | 14618 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 14795354 | 312138 | SH |  | SOLE |  | 0 | 0 | 312138 |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 |  | 2384567 | 48418 | SH |  | SOLE |  | 0 | 0 | 48418 |
| KKR  CO INC | COM | 48251W104 |  | 208890 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| MULLEN AUTOMOTIVE INC | COM | 62526P109 |  | 2889 | 10100 | SH |  | SOLE |  | 0 | 0 | 10100 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 224382 | 2684 | SH |  | SOLE |  | 0 | 0 | 2684 |
| ORACLE CORP | COM | 68389X105 |  | 338077 | 4136 | SH |  | SOLE |  | 0 | 0 | 4136 |
| PIMCO ETF TR | INV GRD CRP BD | 72201R817 |  | 2958888 | 31816 | SH |  | SOLE |  | 0 | 0 | 31816 |
| REMITLY GLOBAL INC | COM | 75960P104 |  | 1975125 | 172500 | SH |  | SOLE |  | 0 | 0 | 172500 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1980706 | 5179 | SH |  | SOLE |  | 0 | 0 | 5179 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1118776 | 6595 | SH |  | SOLE |  | 0 | 0 | 6595 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 18075157 | 608796 | SH |  | SOLE |  | 0 | 0 | 608796 |
| SPDR SER TR | BBG CONV SEC ETF | 78464A359 |  | 206338 | 3207 | SH |  | SOLE |  | 0 | 0 | 3207 |
| SPDR SER TR | S 400 MDCP GRW | 78464A821 |  | 533370 | 8163 | SH |  | SOLE |  | 0 | 0 | 8163 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 235840 | 3644 | SH |  | SOLE |  | 0 | 0 | 3644 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 1561211 | 34709 | SH |  | SOLE |  | 0 | 0 | 34709 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 484404 | 1462 | SH |  | SOLE |  | 0 | 0 | 1462 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 303084 | 3465 | SH |  | SOLE |  | 0 | 0 | 3465 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 304170 | 8894 | SH |  | SOLE |  | 0 | 0 | 8894 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 513315 | 4125 | SH |  | SOLE |  | 0 | 0 | 4125 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 289191 | 4102 | SH |  | SOLE |  | 0 | 0 | 4102 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 304770 | 10634 | SH |  | SOLE |  | 0 | 0 | 10634 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 545412 | 9895 | SH |  | SOLE |  | 0 | 0 | 9895 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 591164 | 8879 | SH |  | SOLE |  | 0 | 0 | 8879 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 |  | 314363 | 10144 | SH |  | SOLE |  | 0 | 0 | 10144 |
| EATON CORP PLC | SHS | G29183103 |  | 604414 | 3851 | SH |  | SOLE |  | 0 | 0 | 3851 |

---