AP
Advisors Preferred’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
672,530
+98,600
| +17% | +$2.67M | 3% | 7 |
|
|
2025
Q1 | $16M | Buy |
573,930
+18,600
| +3% | +$518K | 2.15% | 10 |
|
|
2024
Q4 | $15.1M | Buy |
555,330
+370,220
| +200% | +$10.1M | 2.44% | 6 |
|
|
2024
Q3 | $15.6M | Buy |
185,110
+48,700
| +36% | +$4.11M | 2.38% | 7 |
|
|
2024
Q2 | $10.6M | Buy |
136,410
+13,900
| +11% | +$1.08M | 1.83% | 12 |
|
|
2024
Q1 | $9.82M | Hold |
122,510
| – | – | 1.65% | 17 |
|
|
2023
Q4 | $9.4M | Buy |
122,510
+85,100
| +227% | +$6.53M | 1.56% | 15 |
|
|
2023
Q3 | $2.63M | Buy |
+37,410
| New | +$2.63M | 0.85% | 30 |
|