MFG
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Magnus Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Magnus Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,906
Closed -$221K – 287
2022
Q4 		$221K Buy
+10,906
New +$223K 0.04% 241

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Magnus Financial Group's SCHA Position: Q1 2023 in Review

Magnus Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 10,906 shares — an estimated $221K sold.

Magnus Financial Group first reported a position in SCHA in Q4 2022 and held it in 1 quarter. The position peaked at $221K in Q4 2022. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

  • Magnus Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Magnus Financial Group sold 10,906 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $221K.
  • Magnus Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 1 quarter.
  • Magnus Financial Group's Schwab U.S Small- Cap ETF position peaked at $221K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Magnus Financial Group's 13F filing for Q1 2023, filed 10 May 2023.