MIG
SCHW

McGuire Investment Group’s Charles Schwab SCHW Stock Holding History

McGuire Investment 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
2026
Q2 		$12.3M Buy
133,809
+200
+0.1% +$18.2K 1.08% 27
2026
Q1 		$12.6M Buy
133,609
+183
+0.1% +$17.9K 1.42% 21
2025
Q4 		$13.3M Buy
133,426
+879
+0.7% +$83.4K 1.42% 24
2025
Q3 		$12.7M Sell
132,547
-896
-0.7% -$85K 1.43% 24
2025
Q2 		$12.2M Buy
133,443
+640
+0.5% +$53.6K 1.56% 20
2025
Q1 		$10.4M Buy
132,803
+210
+0.2% +$16.5K 1.54% 23
2024
Q4 		$9.81M Sell
132,593
-55
-0% -$4.12K 1.42% 31
2024
Q3 		$8.6M Sell
132,648
-1,675
-1% -$110K 1.21% 32
2024
Q2 		$9.9M Buy
134,323
+167
+0.1% +$12.3K 1.42% 27
2024
Q1 		$9.7M Buy
134,156
+2,576
+2% +$170K 1.42% 24
2023
Q4 		$9.05M Sell
131,580
-1,491
-1% -$86.1K 1.51% 23
2023
Q3 		$7.31M Buy
133,071
+2,183
+2% +$132K 1.41% 27
2023
Q2 		$7.42M Sell
130,888
-5,693
-4% -$298K 1.38% 27
2023
Q1 		$7.15M Sell
136,581
-1,378
-1% -$101K 1.42% 30
2022
Q4 		$11.5M Buy
137,959
+1,032
+0.8% +$80.1K 2.49% 14
2022
Q3 		$9.84M Buy
136,927
+944
+0.7% +$65.5K 2.24% 13
2022
Q2 		$8.59M Sell
135,983
-231
-0.2% -$15.9K 1.85% 22
2022
Q1 		$11.5M Sell
136,214
-348
-0.3% -$30.6K 2.11% 15
2021
Q4 		$11.5M Sell
136,562
-2,853
-2% -$231K 1.89% 18
2021
Q3 		$10.2M Buy
139,415
+349
+0.3% +$24.9K 1.91% 20
2021
Q2 		$10.1M Sell
139,066
-2,333
-2% -$165K 1.92% 18
2021
Q1 		$9.22M Sell
141,399
-2,162
-2% -$131K 1.94% 19
2020
Q4 		$7.61M Sell
143,561
-6,735
-4% -$305K 1.89% 20
2020
Q3 		$5.45M Buy
150,296
+737
+0.5% +$25.6K 1.62% 24
2020
Q2 		$5.05M Sell
149,559
-2,113
-1% -$75.7K 1.75% 22
2020
Q1 		$5.1M Sell
151,672
-1,401
-0.9% -$58.8K 2.12% 20
2019
Q4 		$7.28M Sell
153,073
-121
-0.1% -$5.33K 2.16% 17
2019
Q3 		$6.41M Sell
153,194
-13,480
-8% -$544K 2.1% 17
2019
Q2 		$6.7M Buy
166,674
+514
+0.3% +$22.4K 2.12% 15
2019
Q1 		$7.11M Buy
166,160
+1,124
+0.7% +$50.7K 2.33% 13
2018
Q4 		$6.85M Buy
165,036
+1,057
+0.6% +$47.8K 2.59% 13
2018
Q3 		$8.06M Buy
+163,979
New +$8.37M 2.66% 11

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

McGuire Investment Group's SCHW Position: Q2 2026 in Review

McGuire Investment Group increased its Charles Schwab (SCHW) stake by 0.15% in Q2 2026, buying an estimated $18.2K and bringing the position to 133,809 shares worth $12.3M. The position accounts for 1.08% of the portfolio, ranked #27.

McGuire Investment Group first reported a position in SCHW in Q3 2018 and has held it in 32 quarters since. The position peaked at $13.3M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • McGuire Investment Group held 133,809 shares of Charles Schwab worth $12.3M as of Q2 2026.
  • McGuire Investment Group bought 200 Charles Schwab shares in Q2 2026, an estimated $18.2K.
  • Charles Schwab made up 1.08% of McGuire Investment Group's portfolio in Q2 2026, its #27 holding.
  • McGuire Investment Group first reported a position in Charles Schwab in Q3 2018 and has held it in 32 quarters since.
  • McGuire Investment Group's Charles Schwab position peaked at $13.3M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.