Advisors Preferred »

Schwab Strategic Tr us aggregate b shares owned by Advisors Preferred

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Advisors Preferred from 13F filings

Historical chart of Advisors Preferred investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 115k 23.37
2025-06-30 $1.8M 76k 23.15
2024-06-30 $13M 289k 45.20
2020-03-31 $1.1M 21k 54.27

More positions owned by Advisors Preferred

iShares Russell 2000 Value ETF USD Class Etf (IWN)
State Street Financial Select Sector SPDR ETF USD Class Etf (XLF)
Invesco Nasdaq 100 ETF USD Class Etf (QQQM)
Schwab US Dividend Equity ETF USD Class Etf (SCHD)
iShares 0 to 3 Month Treasury Bond ETF USD Class Etf (SGOV)
State Street SPDR S&P 500 ETF Trust USD Class Etf (SPY)
iShares Russell 1000 Value ETF USD Class Etf (IWD)
Vanguard Russell 1000 Growth ETF Etf (VONG)
NVIDIA Corporation (NVDA)
Vanguard Dividend Appreciation ETF USD Class Etf (VIG)
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Etf (XHLF)
BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
SPDR Bloomberg 1to 3 Month T-Bill ETF USD Class Etf (BIL)
Apple (AAPL)
iShares 7 to 10 Year Treasury Bond ETF USD Class Etf (IEF)

View all positions for Advisors Preferred

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
CWM
Wealth Enhancement Advisory Services
HighTower Advisors
Goldman Sachs Group
Envestnet Asset Management
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b