Advisors Preferred, LLC SCHD Holdings History
Advisors Preferred, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Advisors Preferred, LLC held 573,930.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $16.00 Mil. This investment constitutes 2.15% of their stock portfolio, and Advisors Preferred, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q3. And since then Advisors Preferred, LLC has made 6 purchases of SCHD, at an average price of $43.47, for a total of 573,930.00 shares. Based on historical transaction data and SCHD's current price of $27.29, Advisors Preferred, LLC's estimated gain on his SCHD holdings is $-9.28 Mil, reflecting a -37.22% gain to date.
Advisors Preferred, LLC SCHD ($27.29) Holding Chart
Advisors Preferred, LLC SCHD ($27.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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