SDWMA
Schneider Downs Wealth Management Advisors’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
408,162
-50,685
| -11% | -$1.27M | 1.53% | 18 |
|
|
2025
Q1 | $11.5M | Buy |
458,847
+14,165
| +3% | +$355K | 2.08% | 11 |
|
|
2024
Q4 | $11M | Buy |
444,682
+231,757
| +109% | +$5.72M | 2.06% | 11 |
|
|
2024
Q3 | $5.49M | Sell |
212,925
-27,871
| -12% | -$719K | 1.12% | 21 |
|
|
2024
Q2 | $5.97M | Buy |
240,796
+193,819
| +413% | +$4.8M | 1.33% | 21 |
|
|
2024
Q1 | $1.17M | Buy |
+46,977
| New | +$1.17M | 0.27% | 47 |
|