Magnus Financial Group LLC Schwab Strategic Tr Long Term Transaction History

Magnus Financial Group LLC

  • $1.06 Billion
  • Q2 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 14,155 shares of SCHQ stock, worth $443,476. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,155
Previous 15,439 8.32%
Holding current value
$443,476
Previous $501,000 9.98%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
109
Shares Held
18M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Magnus Financial Group LLC Portfolio

Follow Magnus Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Magnus Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnus Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email