Portus Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Portus Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.48M	Sell	137,615 -3,178	-2%	-$107K	3.68%	6
2026 Q2	$4.46M	Sell	140,793 -1,748	-1%	-$55.5K	3.67%	6
2026 Q1	$4.37M	Buy	142,541 +16,874	+13%	+$512K	4.12%	6
2025 Q4	$3.45M	Buy	125,667 +2,878	+2%	+$78.3K	3.25%	6
2025 Q3	$3.35M	Buy	+122,789	New	+$3.35M	3.34%	5

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Portus Wealth Advisors's SCHD Position: Q3 2026 in Review

Portus Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q3 2026, selling an estimated $107K and leaving 137,615 shares worth $4.48M. The position accounts for 3.68% of the portfolio, ranked #6.

Portus Wealth Advisors first reported a position in SCHD in Q3 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Portus Wealth Advisors held 137,615 shares of Schwab US Dividend Equity ETF worth $4.48M as of Q3 2026.
Portus Wealth Advisors sold 3,178 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $107K.
Schwab US Dividend Equity ETF made up 3.68% of Portus Wealth Advisors's portfolio in Q3 2026, its #6 holding.
Portus Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.