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J. Derek Lewis & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

J. Derek Lewis & Associates’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Buy
33,531
+32
+0.1% +$1.14K 0.23% 60
2026
Q1 		$1.1M Buy
33,499
+536
+2% +$18.3K 0.25% 56
2025
Q4 		$1.08M Buy
+32,963
New +$1.1M 0.25% 53

Other funds holding SCHE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

J. Derek Lewis & Associates increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.1% in Q2 2026, buying an estimated $1.14K and bringing the position to 33,531 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #60.

J. Derek Lewis & Associates first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • J. Derek Lewis & Associates held 33,531 shares of Schwab Emerging Markets Equity ETF worth $1.22M as of Q2 2026.
  • J. Derek Lewis & Associates bought 32 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.14K.
  • Schwab Emerging Markets Equity ETF made up 0.23% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #60 holding.
  • J. Derek Lewis & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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