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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's FDV Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its Federated Hermes US Strategic Dividend ETF (FDV) position steady in Q1 2026 at 15,242 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #102.

Schneider Downs Wealth Management Advisors first reported a position in FDV in Q4 2023 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 15,242 shares of Federated Hermes US Strategic Dividend ETF worth $469K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors left its Federated Hermes US Strategic Dividend ETF share count unchanged in Q1 2026.
  • Federated Hermes US Strategic Dividend ETF made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #102 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 10 quarters since.
  • 68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.