Magnus Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Magnus Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.99M	Buy	94,161 +9,466	+11%	+$300K	0.21%	82
2026 Q1	$2.6M	Buy	84,695 +46,224	+120%	+$1.4M	0.21%	84
2025 Q4	$1.06M	Buy	38,471 +4,764	+14%	+$130K	0.08%	167
2025 Q3	$920K	Buy	33,707 +5,059	+18%	+$138K	0.07%	178
2025 Q2	$759K	Buy	28,648 +5,008	+21%	+$131K	0.07%	182
2025 Q1	$661K	Buy	23,640 +1,074	+5%	+$29.9K	0.06%	188
2024 Q4	$617K	Buy	22,566 +747	+3%	+$21.2K	0.06%	192
2024 Q3	$615K	Buy	21,819 +4,362	+25%	+$119K	0.06%	190
2024 Q2	$452K	Buy	17,457 +8,874	+103%	+$231K	0.05%	209
2024 Q1	$231K	Buy	+8,583	New	+$222K	0.03%	286
2022 Q3	–	Sell	-13,287	Closed	-$317K	–	283
2022 Q2	$317K	Buy	13,287 +3,222	+32%	+$82K	0.06%	203
2022 Q1	$265K	Buy	10,065 +402	+4%	+$10.5K	0.04%	237
2021 Q4	$260K	Buy	9,663 +3	+0%	+$78	0.05%	214
2021 Q3	$239K	Buy	9,660 +3	+0%	+$76	0.05%	212
2021 Q2	$243K	Buy	9,657 +6	+0.1%	+$151	0.05%	209
2021 Q1	$235K	Sell	9,651 -1,812	-16%	-$41.2K	0.06%	202
2020 Q4	$245K	Buy	+11,463	New	+$232K	0.02%	251

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Magnus Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $300K and bringing the position to 94,161 shares worth $2.99M. The position accounts for 0.21% of the portfolio, ranked #82.

Magnus Financial Group first reported a position in SCHD in Q4 2020 and has held it in 17 quarters since. 703 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Magnus Financial Group held 94,161 shares of Schwab US Dividend Equity ETF worth $2.99M as of Q2 2026.
Magnus Financial Group bought 9,466 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $300K.
Schwab US Dividend Equity ETF made up 0.21% of Magnus Financial Group's portfolio in Q2 2026, its #82 holding.
Magnus Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 17 quarters since.
703 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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