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Disclosery

Magnus Financial Group LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Magnus Financial Group LLC on SCHD, newest first. How the timeline and the estimate are built.

Magnus Financial Group LLC held 94,161 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,161 shares
    Change vs previous 13F +9,466 shares

    0.21% of the 13F portfolio, value $2,985,858.

    13F-HR 0001951757-26-000961 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,695 shares
    Change vs previous 13F +46,224 shares

    0.21% of the 13F portfolio, value $2,598,456.

    13F-HR 0001951757-26-000579 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,471 shares
    Change vs previous 13F +4,764 shares

    0.08% of the 13F portfolio, value $1,055,251.

    13F-HR 0001951757-26-000023 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,707 shares
    Change vs previous 13F +5,059 shares

    0.07% of the 13F portfolio, value $920,204.

    13F-HR 0001951757-25-001193 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,648 shares
    Change vs previous 13F +5,008 shares

    0.07% of the 13F portfolio, value $759,168.

    13F-HR 0001951757-25-000865 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,640 shares
    Change vs previous 13F +1,074 shares

    0.06% of the 13F portfolio, value $660,982.

    13F-HR 0001951757-25-000315 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,566 shares
    Change vs previous 13F +15,293 shares

    0.06% of the 13F portfolio, value $616,515.

    13F-HR 0001951757-25-000069 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,273 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $614,772.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).