Perigon Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Perigon Wealth 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 Q3	$1.73M	Buy	41,319 +788	+2%	+$32.7K	0.03%	439
2026 Q2	$1.61M	Buy	40,531 +882	+2%	+$35.7K	0.03%	456
2026 Q1	$1.52M	Buy	39,649 +1,924	+5%	+$74.2K	0.03%	431
2025 Q4	$1.36M	Buy	37,725 +2,120	+6%	+$77.4K	0.02%	460
2025 Q3	$1.29M	Buy	35,605 +26,292	+282%	+$906K	0.03%	446
2025 Q2	$307K	Buy	+9,313	New	+$289K	0.01%	832
2021 Q1	–	Sell	-5,330	Closed	-$151K	–	688
2020 Q4	$151K	Buy	+5,330	New	+$139K	0.02%	457
2018 Q2	–	Sell	-350	Closed	-$11K	–	375
2018 Q1	$11K	Sell	350 -200	-36%	-$6.26K	﹤0.01%	502
2017 Q4	$16K	Hold	550	–	–	0.01%	437
2017 Q3	$16K	Hold	550	–	–	0.01%	465
2017 Q2	$15K	Buy	550 +110	+25%	+$2.92K	﹤0.01%	466
2017 Q1	$12K	Hold	440	–	–	﹤0.01%	512
2016 Q4	$12K	Buy	+440	New	+$10.6K	﹤0.01%	537

Other funds holding FNDE

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perigon Wealth Management's FNDE Position: Q3 2026 in Review

Perigon Wealth Management increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.9% in Q3 2026, buying an estimated $32.7K and bringing the position to 41,319 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #439.

Perigon Wealth Management first reported a position in FNDE in Q4 2016 and has held it in 13 quarters since. 148 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Perigon Wealth Management held 41,319 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.73M as of Q3 2026.
Perigon Wealth Management bought 788 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $32.7K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #439 holding.
Perigon Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2016 and has held it in 13 quarters since.
148 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.