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Portus Wealth Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portus Wealth Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Portus Wealth Advisors, LLC held 137,615 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 137,615 shares
    Change vs previous 13F -3,178 shares

    3.68% of the 13F portfolio, value $4,476,631.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 140,793 shares
    Change vs previous 13F -1,748 shares

    3.67% of the 13F portfolio, value $4,464,552.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 142,541 shares
    Change vs previous 13F +16,874 shares

    4.12% of the 13F portfolio, value $4,373,158.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 125,667 shares
    Change vs previous 13F +2,878 shares

    3.25% of the 13F portfolio, value $3,447,053.

    13F-HR 0002097516-26-000001 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 122,789 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $3,352,145.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).