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
Q3
$23.9M Hold
731,730
– – 2.62% 9
2026
Q2
$23.7M Sell
731,730
-52,800
-7% -$1.68M 3.67% 3
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
$9.8M 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: Q3 2026 in Review

Advisors Preferred held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 731,730 shares worth $23.9M. The position accounts for 2.62% of the portfolio, ranked #9.

Advisors Preferred first reported a position in SCHD in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.1M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Advisors Preferred held 731,730 shares of Schwab US Dividend Equity ETF worth $23.9M as of Q3 2026.
  • Advisors Preferred left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 2.62% of Advisors Preferred's portfolio in Q3 2026, its #9 holding.
  • Advisors Preferred first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • Advisors Preferred's Schwab US Dividend Equity ETF position peaked at $24.1M in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.