MFG
SCHB icon

Magnus Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Magnus Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$951K Buy
32,841
+1,106
+3% +$31K 0.07% 164
2026
Q1 		$797K Buy
31,735
+2,984
+10% +$78.3K 0.06% 171
2025
Q4 		$754K Buy
28,751
+8,385
+41% +$218K 0.06% 198
2025
Q3 		$524K Buy
20,366
+6,182
+44% +$153K 0.04% 252
2025
Q2 		$338K Buy
+14,184
New +$312K 0.03% 284

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Magnus Financial Group's SCHB Position: Q2 2026 in Review

Magnus Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 3.5% in Q2 2026, buying an estimated $31K and bringing the position to 32,841 shares worth $951K. The position accounts for 0.07% of the portfolio, ranked #164.

Magnus Financial Group first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Magnus Financial Group held 32,841 shares of Schwab US Broad Market ETF worth $951K as of Q2 2026.
  • Magnus Financial Group bought 1,106 Schwab US Broad Market ETF shares in Q2 2026, an estimated $31K.
  • Schwab US Broad Market ETF made up 0.07% of Magnus Financial Group's portfolio in Q2 2026, its #164 holding.
  • Magnus Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.