JDLA
SCHV

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

J. Derek Lewis & Associates’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
37,579
+200
+0.5% +$6.59K 0.25% 52
2026
Q1 		$1.14M Buy
37,379
+1,067
+3% +$33.2K 0.26% 54
2025
Q4 		$1.08M Buy
+36,312
New +$1.06M 0.25% 54

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

J. Derek Lewis & Associates increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.54% in Q2 2026, buying an estimated $6.59K and bringing the position to 37,579 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #52.

J. Derek Lewis & Associates first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • J. Derek Lewis & Associates held 37,579 shares of Schwab US Large-Cap Value ETF worth $1.31M as of Q2 2026.
  • J. Derek Lewis & Associates bought 200 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $6.59K.
  • Schwab US Large-Cap Value ETF made up 0.25% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #52 holding.
  • J. Derek Lewis & Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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