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Disclosery

Magnus Financial Group LLC: SCHG position timeline

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

Magnus Financial Group LLC held 34,266 SCHG 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 34,266 shares
    Change vs previous 13F -11,470 shares

    0.08% of the 13F portfolio, value $1,159,574.

    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 45,736 shares
    Change vs previous 13F -150,221 shares

    0.11% of the 13F portfolio, value $1,332,294.

    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 195,957 shares
    Change vs previous 13F +12,359 shares

    0.49% of the 13F portfolio, value $6,392,101.

    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 183,598 shares
    Change vs previous 13F +30,672 shares

    0.46% of the 13F portfolio, value $5,858,615.

    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 152,926 shares
    Change vs previous 13F +22,618 shares

    0.39% of the 13F portfolio, value $4,466,959.

    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 130,308 shares
    Change vs previous 13F +2,881 shares

    0.32% of the 13F portfolio, value $3,262,906.

    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 127,427 shares
    Change vs previous 13F +94,851 shares

    0.34% of the 13F portfolio, value $3,551,404.

    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 32,576 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,393,762.

    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).