Portus Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Portus Wealth Advisors, LLC

  • $100 Billion
  • Q3 2025

A detailed history of Portus Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 8,235 shares of SCHM stock, worth $240,132. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,235
Holding current value
$240,132
% of portfolio
0.24%

Shares

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

Nov 20, 2025
BUY
$28.15 - $30.13 $231,815 - $248,120
8,235 New
8,235 $244 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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