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J. Derek Lewis & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

J. Derek Lewis & Associates’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.45M Buy
150,788
+2,412
+2% +$79.7K 1.03% 20
2026
Q1 		$4.32M Buy
148,376
+4,205
+3% +$126K 0.97% 20
2025
Q4 		$4.11M Buy
+144,171
New +$4.07M 0.96% 20

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

J. Derek Lewis & Associates's SCHA Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q2 2026, buying an estimated $79.7K and bringing the position to 150,788 shares worth $5.45M. The position accounts for 1.03% of the portfolio, ranked #20.

J. Derek Lewis & Associates first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • J. Derek Lewis & Associates held 150,788 shares of Schwab U.S Small- Cap ETF worth $5.45M as of Q2 2026.
  • J. Derek Lewis & Associates bought 2,412 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $79.7K.
  • Schwab U.S Small- Cap ETF made up 1.03% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #20 holding.
  • J. Derek Lewis & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.