Magnus Financial Group LLC Schwab Strategic Tr Long Term Transaction History

Magnus Financial Group LLC

$1.18 Billion
Q4 2025

A detailed history of Magnus Financial Group LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Magnus Financial Group LLC holds 20,707 shares of SCHQ stock, worth $665,937. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,707

Previous 12,961 59.76%

Holding current value

$665,937

Previous $418,000 59.09%

% of portfolio

0.06%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$32.05 - $33.17 $248,259 - $256,934	7,746 Added 59.76%	20,707 $665,000
Q3 2025 Oct 27, 2025	SELL	$30.81 - $32.63 $36,787 - $38,960	-1,194 Reduced 8.44%	12,961 $418,000
Q2 2025 Jul 15, 2025	SELL	$30.46 - $33.4 $39,110 - $42,885	-1,284 Reduced 8.32%	14,155 $451,000
Q1 2025 Apr 11, 2025	BUY	$30.72 - $33.22 $474,286 - $512,883	15,439 New	15,439 $501,000
Q3 2024 Oct 15, 2024	BUY	$32.17 - $35.98 $75,342 - $84,265	2,342 Added 36.66%	8,730 $305,000

Q2 2024 Aug 01, 2024	SELL	$31.45 - $33.71 $165,238 - $177,112	-5,254 Reduced 45.13%	6,388 $209,000
Q1 2024 May 03, 2024	SELL	$32.9 - $35.0 $12,271 - $13,055	-373 Reduced 3.1%	11,642 $392,000
Q4 2023 Feb 05, 2024	BUY	$29.71 - $35.56 $356,965 - $427,253	12,015 New	12,015 $421,000

Others Institutions Holding SCHQ

# of Institutions

116

Shares Held

14.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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Magnus Financial Group LLC Schwab Strategic Tr Long Term Transaction History