Magnus Financial Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,707	Closed	-$656K	–	421
2025 Q4	$656K	Buy	20,707 +7,746	+60%	+$250K	0.05%	221
2025 Q3	$419K	Sell	12,961 -1,194	-8%	-$37.8K	0.03%	275
2025 Q2	$451K	Sell	14,155 -1,284	-8%	-$40.5K	0.04%	246
2025 Q1	$506K	Buy	+15,439	New	+$494K	0.05%	225
2024 Q4	–	Sell	-8,730	Closed	-$305K	–	380
2024 Q3	$305K	Buy	8,730 +2,342	+37%	+$80.5K	0.03%	269
2024 Q2	$210K	Sell	6,388 -5,254	-45%	-$171K	0.02%	304
2024 Q1	$393K	Sell	11,642 -373	-3%	-$12.6K	0.05%	212
2023 Q4	$421K	Buy	+12,015	New	+$387K	0.06%	187

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Magnus Financial Group sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026, closing a stake of 20,707 shares — an estimated $656K sold.

Magnus Financial Group first reported a position in SCHQ in Q4 2023 and held it in 8 quarters. The position peaked at $656K in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Magnus Financial Group reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 20,707 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $656K.
Magnus Financial Group first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 8 quarters.
Magnus Financial Group's Schwab Long-Term US Treasury ETF position peaked at $656K in Q4 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

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