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 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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's FDV Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Federated Hermes US Strategic Dividend ETF (FDV) position steady in Q2 2026 at 15,242 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #110.

Schneider Downs Wealth Management Advisors first reported a position in FDV in Q4 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Schneider Downs Wealth Management Advisors held 15,242 shares of Federated Hermes US Strategic Dividend ETF worth $478K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Federated Hermes US Strategic Dividend ETF share count unchanged in Q2 2026.
Federated Hermes US Strategic Dividend ETF made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #110 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 11 quarters since.
76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.