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Ferguson Wellman Capital Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Ferguson Wellman Capital Management’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,567
Closed -$213K – 444
2026
Q1 		$213K Buy
+5,567
New +$215K ﹤0.01% 392

Other funds holding FNDE

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Ferguson Wellman Capital Management's FNDE Position: Q2 2026 in Review

Ferguson Wellman Capital Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 5,567 shares — an estimated $213K sold.

Ferguson Wellman Capital Management first reported a position in FNDE in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 171 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Ferguson Wellman Capital Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 5,567 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $213K.
  • Ferguson Wellman Capital Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Ferguson Wellman Capital Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $213K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.