Advisors Preferred’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Advisors Preferred’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-114,588	Closed	-$2.68M	–	278
2025 Q4	$2.68M	Buy	+114,588	New	+$2.69M	0.44%	70
2025 Q3	–	Sell	-75,719	Closed	-$1.75M	–	288
2025 Q2	$1.75M	Buy	+75,719	New	+$1.74M	0.29%	82
2024 Q3	–	Sell	-578,480	Closed	-$13.1M	–	247
2024 Q2	$13.1M	Buy	+578,480	New	+$13.1M	2.26%	8
2020 Q2	–	Sell	-42,122	Closed	-$1.14M	–	178
2020 Q1	$1.14M	Buy	+42,122	New	+$1.14M	0.7%	27

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Preferred's SCHZ Position: Q1 2026 in Review

Advisors Preferred sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 114,588 shares — an estimated $2.68M sold.

Advisors Preferred first reported a position in SCHZ in Q1 2020 and held it in 4 quarters. The position peaked at $13.1M in Q2 2024. 669 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Advisors Preferred reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Advisors Preferred sold 114,588 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.68M.
Advisors Preferred first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 4 quarters.
Advisors Preferred's Schwab US Aggregate Bond ETF position peaked at $13.1M in Q2 2024.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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