MFG
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Magnus Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Magnus Financial Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,710
Closed -$250K – 422
2025
Q4 		$250K Buy
+10,710
New +$251K 0.02% 368
2025
Q2 		– Sell
-9,241
Closed -$214K – 394
2025
Q1 		$214K Buy
+9,241
New +$212K 0.02% 338

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Magnus Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 10,710 shares — an estimated $250K sold.

Magnus Financial Group first reported a position in SCHZ in Q1 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Magnus Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 10,710 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $250K.
  • Magnus Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Magnus Financial Group's Schwab US Aggregate Bond ETF position peaked at $250K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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