SDWMA
Schneider Downs Wealth Management Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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 | +$366K | 0.1% | 83 |
|