Ferguson Wellman Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ferguson Wellman Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	44,109 -716	-2%	-$20.4K	0.02%	205
2026 Q1	$1.15M	Sell	44,825 -76,466	-63%	-$2.05M	0.02%	206
2025 Q4	$3.26M	Buy	121,291 +77,400	+176%	+$2.07M	0.05%	112
2025 Q3	$1.16M	Buy	43,891 +690	+2%	+$17.5K	0.02%	173
2025 Q2	$1.06M	Sell	43,201 -8,032	-16%	-$182K	0.02%	178
2025 Q1	$1.13M	Sell	51,233 -7,351	-13%	-$171K	0.02%	177
2024 Q4	$1.36M	Sell	58,584 -3,414	-6%	-$79.6K	0.03%	165
2024 Q3	$1.4M	Buy	61,998 +3,414	+6%	+$74.4K	0.03%	167
2024 Q2	$1.25M	Sell	58,584 -1,455	-2%	-$30.1K	0.03%	166
2024 Q1	$1.24M	Sell	60,039 -2,706	-4%	-$53.3K	0.03%	177
2023 Q4	$1.18M	Buy	62,745 +3,789	+6%	+$66.5K	0.03%	180
2023 Q3	$994K	Sell	58,956 -3,390	-5%	-$59.5K	0.02%	183
2023 Q2	$1.09M	Sell	62,346 -120	-0.2%	-$1.98K	0.03%	184
2023 Q1	$1.01M	Sell	62,466 -3	-0%	-$47	0.03%	188
2022 Q4	$940K	Sell	62,469 -1,605	-3%	-$24.3K	0.02%	193
2022 Q3	$905K	Sell	64,074 -600	-0.9%	-$9.41K	0.04%	162
2022 Q2	$963K	Sell	64,674 -840	-1%	-$13.6K	0.04%	172
2022 Q1	$1.18M	Buy	65,514 +32,826	+100%	+$581K	0.04%	170
2021 Q4	$620K	Hold	32,688	–	–	0.02%	222
2021 Q3	$567K	Buy	32,688 +11,202	+52%	+$200K	0.02%	232
2021 Q2	$372K	Sell	21,486 -16,530	-43%	-$279K	0.01%	271
2021 Q1	$608K	Hold	38,016	–	–	0.02%	218
2020 Q4	$576K	Hold	38,016	–	–	0.01%	267
2020 Q3	$511K	Buy	38,016 +30	+0.1%	+$399	0.01%	261
2020 Q2	$469K	Hold	37,986	–	–	0.01%	255
2020 Q1	$388K	Hold	37,986	–	–	0.01%	248
2019 Q4	$486K	Hold	37,986	–	–	0.01%	272
2019 Q3	$449K	Hold	37,986	–	–	0.01%	272
2019 Q2	$444K	Hold	37,986	–	–	0.01%	260
2019 Q1	$428K	Hold	37,986	–	–	0.01%	255
2018 Q4	$378K	Hold	37,986	–	–	0.01%	271
2018 Q3	$440K	Hold	37,986	–	–	0.01%	251
2018 Q2	$411K	Hold	37,986	–	–	0.01%	261
2018 Q1	$399K	Hold	37,986	–	–	0.01%	267
2017 Q4	$404K	Hold	37,986	–	–	0.01%	268
2017 Q3	$380K	Hold	37,986	–	–	0.01%	259
2017 Q2	$366K	Hold	37,986	–	–	0.01%	260
2017 Q1	$356K	Hold	37,986	–	–	0.01%	261
2016 Q4	$337K	Buy	+37,986	New	+$330K	0.01%	266

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

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

Ferguson Wellman Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q2 2026, selling an estimated $20.4K and leaving 44,109 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #205.

Ferguson Wellman Capital Management first reported a position in SCHX in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.26M in Q4 2025. 629 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Ferguson Wellman Capital Management held 44,109 shares of Schwab US Large- Cap ETF worth $1.3M as of Q2 2026.
Ferguson Wellman Capital Management sold 716 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $20.4K.
Schwab US Large- Cap ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #205 holding.
Ferguson Wellman Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 39 quarters since.
Ferguson Wellman Capital Management's Schwab US Large- Cap ETF position peaked at $3.26M in Q4 2025.
629 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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