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Schneider Downs Wealth Management Advisors’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio FTRB Stock Details FTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1M Buy
519,715
+64,583
+14% +$1.64M 1.44% 17
2025
Q4 		$11.6M Buy
455,132
+34,182
+8% +$873K 1.3% 18
2025
Q3 		$10.7M Buy
420,950
+12,788
+3% +$323K 1.27% 18
2025
Q2 		$10.2M Sell
408,162
-50,685
-11% -$1.26M 1.53% 18
2025
Q1 		$11.5M Buy
458,847
+14,165
+3% +$352K 2.08% 11
2024
Q4 		$11M Buy
444,682
+231,757
+109% +$5.82M 2.06% 11
2024
Q3 		$5.49M Sell
212,925
-27,871
-12% -$709K 1.12% 21
2024
Q2 		$5.97M Buy
240,796
+193,819
+413% +$4.77M 1.33% 21
2024
Q1 		$1.17M Buy
+46,977
New +$1.17M 0.27% 47

Other funds holding FTRB

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
GF
GTS Financial Bloomington, Minnesota $126M AUM
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 14% in Q1 2026, buying an estimated $1.64M and bringing the position to 519,715 shares worth $13.1M. The position accounts for 1.44% of the portfolio, ranked #17.

Schneider Downs Wealth Management Advisors first reported a position in FTRB in Q1 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold FTRB as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 519,715 shares of Federated Hermes Total Return Bond ETF worth $13.1M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors bought 64,583 Federated Hermes Total Return Bond ETF shares in Q1 2026, an estimated $1.64M.
  • Federated Hermes Total Return Bond ETF made up 1.44% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #17 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Federated Hermes Total Return Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 51 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q1 2026.

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