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Lewis Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lewis Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
9,905
+1,400
+16% +$44.4K 0.11% 170
2026
Q1 		$261K Buy
8,505
+428
+5% +$13K 0.11% 167
2025
Q4 		$222K Sell
8,077
-3
-0% -$82 0.09% 171
2025
Q3 		$221K Buy
+8,080
New +$220K 0.09% 175

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Lewis Asset Management's SCHD Position: Q2 2026 in Review

Lewis Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, buying an estimated $44.4K and bringing the position to 9,905 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #170.

Lewis Asset Management first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 1,104 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Lewis Asset Management held 9,905 shares of Schwab US Dividend Equity ETF worth $314K as of Q2 2026.
  • Lewis Asset Management bought 1,400 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44.4K.
  • Schwab US Dividend Equity ETF made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #170 holding.
  • Lewis Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.