Magnus Financial Group LLC Schwab Strategic Tr Us Broad M Transaction History

Magnus Financial Group LLC

  • $1.18 Billion
  • Q4 2025

A detailed history of Magnus Financial Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Magnus Financial Group LLC holds 28,751 shares of SCHB stock, worth $742,350. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,751
Previous 20,366 41.17%
Holding current value
$742,350
Previous $523,000 41.87%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$25.2 - $26.46 $211,302 - $221,867
8,385 Added 41.17%
28,751 $742,000
Q3 2025

Oct 27, 2025
BUY
$23.82 - $25.84 $147,255 - $159,742
6,182 Added 43.58%
20,366 $523,000
Q2 2025

Jul 15, 2025
BUY
$19.1 - $23.83 $270,914 - $338,004
14,184 New
14,184 $338,000

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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