Schneider Downs Wealth Management Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio FDV Stock Details FDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$479K	Hold	15,242	–	–	0.04%	114
2026 Q2	$478K	Hold	15,242	–	–	0.05%	110
2026 Q1	$469K	Hold	15,242	–	–	0.05%	102
2025 Q4	$436K	Hold	15,242	–	–	0.05%	105
2025 Q3	$436K	Hold	15,242	–	–	0.05%	106
2025 Q2	$419K	Hold	15,242	–	–	0.06%	103
2025 Q1	$429K	Hold	15,242	–	–	0.08%	96
2024 Q4	$405K	Hold	15,242	–	–	0.08%	97
2024 Q3	$425K	Hold	15,242	–	–	0.09%	94
2024 Q2	$379K	Hold	15,242	–	–	0.08%	95
2024 Q1	$385K	Hold	15,242	–	–	0.09%	89
2023 Q4	$366K	Buy	+15,242	New	+$347K	0.1%	83

Other funds holding FDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Concepts Unlimited Centreville, Maine $128M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's FDV Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors held its Federated Hermes US Strategic Dividend ETF (FDV) position steady in Q3 2026 at 15,242 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #114.

Schneider Downs Wealth Management Advisors first reported a position in FDV in Q4 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold FDV as of Q3 2026.

Schneider Downs Wealth Management Advisors held 15,242 shares of Federated Hermes US Strategic Dividend ETF worth $479K as of Q3 2026.
Schneider Downs Wealth Management Advisors left its Federated Hermes US Strategic Dividend ETF share count unchanged in Q3 2026.
Federated Hermes US Strategic Dividend ETF made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #114 holding.
Schneider Downs Wealth Management Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2023 and has held it in 12 quarters since.
38 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.