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Schwab Strategic Tr us dividend eq shares owned by Advisors Preferred

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Advisors Preferred from 13F filings

Historical chart of Advisors Preferred investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Advisors Preferred consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 709k 27.53
2025-06-30 $18M 673k 27.05
2025-03-31 $16M 574k 27.87
2024-12-31 $15M 555k 27.26
2024-09-30 $16M 185k 84.48
2024-06-30 $11M 136k 77.41
2024-03-31 $9.8M 123k 80.14
2023-12-31 $9.4M 123k 76.69
2023-09-30 $2.6M 37k 70.18

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Consumer Discretionary Select Sector SPDR Fund Etf (XLY)
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iShares MSCI Emerging Markets ETF USD Class Etf (EEM)
Invesco Nasdaq 100 ETF USD Class Etf (QQQM)
Vanguard Information Technology ETF Etf (VGT)
Schwab US Dividend Equity ETF USD Class Etf (SCHD)
iShares 0-3 Month Treasury Bond ETF USD Class Etf (SGOV)
Vanguard Russell 1000 Growth ETF Etf (VONG)
Vanguard Dividend Appreciation ETF USD Class Etf (VIG)
NVIDIA Corporation (NVDA)
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Etf (XHLF)
BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
iShares Russell 2000 Value ETF USD Class Etf (IWN)
Microsoft Corporation (MSFT)

View all positions for Advisors Preferred

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq