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J. Derek Lewis & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

J. Derek Lewis & Associates’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7M Buy
53,453
+1,150
+2% +$36.5K 0.32% 43
2026
Q1 		$1.6M Sell
52,303
-449
-0.9% -$13.6K 0.36% 41
2025
Q4 		$1.45M Buy
+52,752
New +$1.43M 0.34% 43

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

J. Derek Lewis & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, buying an estimated $36.5K and bringing the position to 53,453 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #43.

J. Derek Lewis & Associates first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • J. Derek Lewis & Associates held 53,453 shares of Schwab US Dividend Equity ETF worth $1.7M as of Q2 2026.
  • J. Derek Lewis & Associates bought 1,150 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $36.5K.
  • Schwab US Dividend Equity ETF made up 0.32% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #43 holding.
  • J. Derek Lewis & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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