Magnus Financial Group’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,697	Closed	-$211K	–	393
2025 Q1	$211K	Buy	+2,697	New	+$212K	0.02%	341

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnus Financial Group's SCHW Position: Q2 2025 in Review

Magnus Financial Group sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 2,697 shares — an estimated $211K sold.

Magnus Financial Group first reported a position in SCHW in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

Magnus Financial Group reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
Magnus Financial Group sold 2,697 Charles Schwab shares in Q2 2025, an estimated $211K.
Magnus Financial Group first reported a position in Charles Schwab in Q1 2025 and held it in 1 quarter.
Magnus Financial Group's Charles Schwab position peaked at $211K in Q1 2025.
2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Magnus Financial Group's 13F filing for Q2 2025, filed 16 Jul 2025.