Advisors Preferred’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.1M Buy
784,530
+47,900
+7% +$1.45M 3.54% 4
2025
Q4
$20.4M Buy
736,630
+27,200
+4% +$740K 3.33% 4
2025
Q3
$19.5M Buy
709,430
+36,900
+5% +$1.01M 2.88% 7
2025
Q2
$18.2M Buy
672,530
+98,600
+17% +$2.57M 3% 7
2025
Q1
$16M Buy
573,930
+18,600
+3% +$518K 2.15% 10
2024
Q4
$15.1M Hold
555,330
2.44% 6
2024
Q3
$15.6M Buy
555,330
+146,100
+36% +$3.98M 2.38% 7
2024
Q2
$10.6M Buy
409,230
+41,700
+11% +$1.09M 1.83% 12
2024
Q1
$9.82M Hold
367,530
1.65% 17
2023
Q4
$9.4M Buy
367,530
+255,300
+227% +$6.08M 1.56% 15
2023
Q3
$2.63M Buy
+112,230
New +$2.75M 0.85% 30

Other funds holding SCHD

Advisors Preferred's SCHD Position: Q1 2026 in Review

Advisors Preferred increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.5% in Q1 2026, buying an estimated $1.45M and bringing the position to 784,530 shares worth $24.1M. The position accounts for 3.54% of the portfolio, ranked #4.

Advisors Preferred first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Advisors Preferred held 784,530 shares of Schwab US Dividend Equity ETF worth $24.1M as of Q1 2026.
  • Advisors Preferred bought 47,900 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.45M.
  • Schwab US Dividend Equity ETF made up 3.54% of Advisors Preferred's portfolio in Q1 2026, its #4 holding.
  • Advisors Preferred first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.