Portus Wealth Advisors, LLC's ownership history for SCHG

Portus Wealth Advisors, LLC currently holds 365.2K shares with a market value of $10.6M. It started holding SCHG on 2025-09-30. At its peak, it held 397.1K shares on 2025-12-31. Its highest holding value was $13.0M on 2025-12-31. At its lowest, it held 365.2K shares on 2026-03-31, with a value of $10.6M on 2026-03-31. In the recent 180 days, Portus Wealth Advisors, LLC has decreased its shares by 27.9K.