Magnus Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Magnus Financial Group LLC
- $1.18 Billion
- Q4 2025
A detailed history of Magnus Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Magnus Financial Group LLC holds 10,922 shares of SCHM stock, worth $318,485. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,922Holding current value
$318,485% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,062Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio