SDWMA
Schneider Downs Wealth Management Advisors’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
79,821
-9,683
| -11% | -$429K | 0.53% | 28 |
|
|
2025
Q1 | $3.65M | Buy |
89,504
+10,044
| +13% | +$409K | 0.66% | 26 |
|
|
2024
Q4 | $3.27M | Sell |
79,460
-11,454
| -13% | -$471K | 0.61% | 28 |
|
|
2024
Q3 | $3.34M | Buy |
90,914
+21,732
| +31% | +$799K | 0.68% | 24 |
|
|
2024
Q2 | $2.27M | Sell |
69,182
-796
| -1% | -$26.2K | 0.51% | 31 |
|
|
2024
Q1 | $2.53M | Sell |
69,978
-5,539
| -7% | -$200K | 0.58% | 29 |
|
|
2023
Q4 | $2.56M | Sell |
75,517
-3,097,003
| -98% | -$105M | 0.67% | 27 |
|
|
2023
Q3 | $107M | Buy |
3,172,520
+27,321
| +0.9% | +$925K | 24.89% | 1 |
|
|
2023
Q2 | $113M | Sell |
3,145,199
-1,321,918
| -30% | -$47.4M | 25.76% | 1 |
|
|
2023
Q1 | $179M | Sell |
4,467,117
-37,201
| -0.8% | -$1.49M | 36.83% | 1 |
|
|
2022
Q4 | $164M | Buy |
4,504,318
+1,269,097
| +39% | +$46.1M | 35.85% | 1 |
|
|
2022
Q3 | $107M | Sell |
3,235,221
-49,496
| -2% | -$1.64M | 31.39% | 1 |
|
|
2022
Q2 | $104M | Buy |
3,284,717
+12,888
| +0.4% | +$410K | 29.18% | 1 |
|
|
2022
Q1 | $111M | Buy |
3,271,829
+31,543
| +1% | +$1.07M | 28.4% | 1 |
|
|
2021
Q4 | $122M | Sell |
3,240,286
-118,267
| -4% | -$4.44M | 29.09% | 1 |
|
|
2021
Q3 | $109M | Sell |
3,358,553
-81,674
| -2% | -$2.65M | 28.2% | 1 |
|
|
2021
Q2 | $117M | Sell |
3,440,227
-1,554,015
| -31% | -$52.7M | 30.22% | 1 |
|
|
2021
Q1 | $156M | Sell |
4,994,242
-128,455
| -3% | -$4.02M | 38.21% | 1 |
|
|
2020
Q4 | $148M | Sell |
5,122,697
-769,214
| -13% | -$22.2M | 41.21% | 1 |
|
|
2020
Q3 | $127M | Sell |
5,891,911
-378,210
| -6% | -$8.14M | 42.5% | 1 |
|
|
2020
Q2 | $149M | Sell |
6,270,121
-99,493
| -2% | -$2.36M | 50.77% | 1 |
|
|
2020
Q1 | $121M | Buy |
6,369,614
+63,237
| +1% | +$1.2M | 44.48% | 1 |
|
|
2019
Q4 | $206M | Sell |
6,306,377
-101,055
| -2% | -$3.29M | 61.33% | 1 |
|
|
2019
Q3 | $208M | Buy |
6,407,432
+1,202,956
| +23% | +$39M | 64.57% | 1 |
|
|
2019
Q2 | $169M | Sell |
5,204,476
-144,819
| -3% | -$4.71M | 59.03% | 1 |
|
|
2019
Q1 | $157M | Buy |
5,349,295
+116,654
| +2% | +$3.42M | 59.11% | 1 |
|
|
2018
Q4 | $139M | Buy |
5,232,641
+2,226,812
| +74% | +$59.1M | 60.04% | 1 |
|
|
2018
Q3 | $72.5M | Sell |
3,005,829
-40,255
| -1% | -$971K | 45.92% | 1 |
|
|
2018
Q2 | $71M | Buy |
3,046,084
+25,319
| +0.8% | +$590K | 47.18% | 1 |
|
|
2018
Q1 | $101M | Buy |
3,020,765
+186,619
| +7% | +$6.23M | 56.9% | 1 |
|
|
2017
Q4 | $102M | Sell |
2,834,146
-131,895
| -4% | -$4.76M | 59.11% | 1 |
|
|
2017
Q3 | $88.1M | Sell |
2,966,041
-11,835
| -0.4% | -$351K | 56.77% | 1 |
|
|
2017
Q2 | $84.1M | Sell |
2,977,876
-375
| -0% | -$10.6K | 55.22% | 1 |
|
|
2017
Q1 | $78.4M | Sell |
2,978,251
-204,991
| -6% | -$5.4M | 53.65% | 1 |
|
|
2016
Q4 | $90M | Sell |
3,183,242
-41,895
| -1% | -$1.18M | 61.21% | 1 |
|
|
2016
Q3 | $95.6M | Sell |
3,225,137
-255,601
| -7% | -$7.57M | 61.89% | 1 |
|
|
2016
Q2 | $100M | Hold |
3,480,738
| – | – | 67.57% | 1 |
|
|
2016
Q1 | $100M | Buy |
3,480,738
+1,978,215
| +132% | +$57.1M | 69.99% | 1 |
|
|
2015
Q4 | $43M | Buy |
+1,502,523
| New | +$43M | 49.89% | 1 |
|