Portus Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Portus Wealth Advisors, LLC

  • $100 Billion
  • Q3 2025

A detailed history of Portus Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 122,789 shares of SCHD stock, worth $3.34 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
122,789
Holding current value
$3.34 Million
% of portfolio
3.34%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 20, 2025
BUY
$26.38 - $27.95 $3.24 Million - $3.43 Million
122,789 New
122,789 $3.35 Billion

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
867M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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