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J. Derek Lewis & Associates’s Schwab International Equity ETF SCHF Stock Holding History

J. Derek Lewis & Associates’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$407K Sell
14,698
-115
-0.8% -$3.1K 0.08% 121
2026
Q1 		$367K Sell
14,813
-584
-4% -$14.9K 0.08% 124
2025
Q4 		$370K Buy
+15,397
New +$366K 0.09% 117

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MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

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

J. Derek Lewis & Associates reduced its Schwab International Equity ETF (SCHF) stake by 0.78% in Q2 2026, selling an estimated $3.1K and leaving 14,698 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #121.

J. Derek Lewis & Associates first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • J. Derek Lewis & Associates held 14,698 shares of Schwab International Equity ETF worth $407K as of Q2 2026.
  • J. Derek Lewis & Associates sold 115 Schwab International Equity ETF shares in Q2 2026, an estimated $3.1K.
  • Schwab International Equity ETF made up 0.08% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #121 holding.
  • J. Derek Lewis & Associates first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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