Portus Wealth Advisors, LLC's ownership history for SCHD

Portus Wealth Advisors, LLC currently holds 142.5K shares with a market value of $4.4M. It started holding SCHD on 2025-09-30. At its peak, it held 142.5K shares on 2026-03-31. Its highest holding value was $4.4M on 2026-03-31. At its lowest, it held 122.8K shares on 2025-09-30, with a value of $3.4M on 2025-09-30. In the recent 180 days, Portus Wealth Advisors, LLC has increased its shares by 19.8K.