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Sch Us Mid-cap Etf etf shares owned by Portus Wealth Advisors

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Portus Wealth Advisors from 13F filings

Historical chart of Portus Wealth Advisors investment in Sch Us Mid-cap Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Us Mid-cap Etf etf held by Portus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 8.2k 29.64

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
HighTower Advisors
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Advisory Alpha
Wealth Enhancement Advisory Services
HPM Partners
Legacy Wealth Management
JMG Financial Group
Fragasso
Jones Financial Companies, L.L
Mariner Wealth Advisors
Prime Capital Investment Advisors
Thrivent Financial for Lutherans

View all funds holding Sch Us Mid-cap Etf etf