Portus Wealth Advisors, LLC's ownership history for SCHX


Portus Wealth Advisors, LLC currently holds 15.4K shares with a market value of $393.7K. It started holding SCHX on 2025-09-30. At its peak, it held 15.6K shares on 2025-12-31. Its highest holding value was $420.4K on 2025-12-31. At its lowest, it held 15.4K shares on 2026-03-31, with a value of $393.7K on 2026-03-31. In the recent 180 days, Portus Wealth Advisors, LLC has decreased its shares by 68.


Portus Wealth Advisors, LLC's ownership history for SCHX