MFG
SCHG icon

Magnus Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Magnus Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
34,266
-11,470
-25% -$380K 0.08% 150
2026
Q1 		$1.33M Sell
45,736
-150,221
-77% -$4.67M 0.11% 130
2025
Q4 		$6.39M Buy
195,957
+12,359
+7% +$402K 0.49% 50
2025
Q3 		$5.86M Buy
183,598
+30,672
+20% +$935K 0.46% 50
2025
Q2 		$4.47M Buy
152,926
+22,618
+17% +$598K 0.39% 63
2025
Q1 		$3.26M Buy
130,308
+2,881
+2% +$78.9K 0.32% 68
2024
Q4 		$3.55M Sell
127,427
-2,877
-2% -$78.7K 0.34% 61
2024
Q3 		$3.39M Sell
130,304
-11,040
-8% -$278K 0.35% 57
2024
Q2 		$3.56M Sell
141,344
-11,776
-8% -$278K 0.4% 54
2024
Q1 		$3.55M Sell
153,120
-12,476
-8% -$276K 0.42% 50
2023
Q4 		$3.43M Buy
165,596
+20,484
+14% +$396K 0.45% 46
2023
Q3 		$2.64M Sell
145,112
-19,864
-12% -$374K 0.38% 49
2023
Q2 		$3.09M Buy
164,976
+14,372
+10% +$246K 0.44% 42
2023
Q1 		$2.45M Buy
150,604
+7,216
+5% +$110K 0.37% 47
2022
Q4 		$1.99M Buy
143,388
+6,040
+4% +$86.8K 0.32% 61
2022
Q3 		$1.92M Buy
137,348
+92,288
+205% +$1.45M 0.37% 52
2022
Q2 		$653K Buy
45,060
+20,116
+81% +$322K 0.12% 136
2022
Q1 		$467K Sell
24,944
-7,792
-24% -$142K 0.08% 177
2021
Q4 		$670K Sell
32,736
-3,496
-10% -$69.9K 0.13% 116
2021
Q3 		$671K Buy
+36,232
New +$690K 0.14% 106

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Magnus Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q2 2026, selling an estimated $380K and leaving 34,266 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #150.

Magnus Financial Group first reported a position in SCHG in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.39M in Q4 2025. 452 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Magnus Financial Group held 34,266 shares of Schwab US Large-Cap Growth ETF worth $1.16M as of Q2 2026.
  • Magnus Financial Group sold 11,470 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $380K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Magnus Financial Group's portfolio in Q2 2026, its #150 holding.
  • Magnus Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Magnus Financial Group's Schwab US Large-Cap Growth ETF position peaked at $6.39M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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