MFG
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Magnus Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Magnus Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,922
Closed -$328K – 420
2025
Q4 		$328K Buy
+10,922
New +$326K 0.03% 320

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Magnus Financial Group's SCHM Position: Q1 2026 in Review

Magnus Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 10,922 shares — an estimated $328K sold.

Magnus Financial Group first reported a position in SCHM in Q4 2025 and held it in 1 quarter. The position peaked at $328K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Magnus Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 10,922 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $328K.
  • Magnus Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Magnus Financial Group's Schwab US Mid-Cap ETF position peaked at $328K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.