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J. Derek Lewis & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

J. Derek Lewis & Associates’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.32M Sell
98,023
-1,660
-2% -$55K 0.63% 29
2026
Q1 		$2.9M Buy
99,683
+1,397
+1% +$43.4K 0.65% 28
2025
Q4 		$3.21M Buy
+98,286
New +$3.2M 0.75% 27

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

J. Derek Lewis & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q2 2026, selling an estimated $55K and leaving 98,023 shares worth $3.32M. The position accounts for 0.63% of the portfolio, ranked #29.

J. Derek Lewis & Associates first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • J. Derek Lewis & Associates held 98,023 shares of Schwab US Large-Cap Growth ETF worth $3.32M as of Q2 2026.
  • J. Derek Lewis & Associates sold 1,660 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $55K.
  • Schwab US Large-Cap Growth ETF made up 0.63% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #29 holding.
  • J. Derek Lewis & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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