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

J. Derek Lewis & Associates’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Sell
9,901
-166
-2% -$4.74K 0.06% 145
2026
Q1 		$258K Buy
10,067
+111
+1% +$2.98K 0.06% 145
2025
Q4 		$268K Buy
+9,956
New +$266K 0.06% 147

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

J. Derek Lewis & Associates reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q2 2026, selling an estimated $4.74K and leaving 9,901 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #145.

J. Derek Lewis & Associates first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • J. Derek Lewis & Associates held 9,901 shares of Schwab US Large- Cap ETF worth $291K as of Q2 2026.
  • J. Derek Lewis & Associates sold 166 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.74K.
  • Schwab US Large- Cap ETF made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #145 holding.
  • J. Derek Lewis & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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