MIG
McGuire Investment Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
133,443
+640
| +0.5% | +$58.4K | 1.56% | 20 |
|
|
2025
Q1 | $10.4M | Buy |
132,803
+210
| +0.2% | +$16.4K | 1.54% | 23 |
|
|
2024
Q4 | $9.81M | Sell |
132,593
-55
| -0% | -$4.07K | 1.42% | 31 |
|
|
2024
Q3 | $8.6M | Sell |
132,648
-1,675
| -1% | -$109K | 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% | +$186K | 1.42% | 24 |
|
|
2023
Q4 | $9.05M | Sell |
131,580
-1,491
| -1% | -$103K | 1.51% | 23 |
|
|
2023
Q3 | $7.31M | Buy |
133,071
+2,183
| +2% | +$120K | 1.41% | 27 |
|
|
2023
Q2 | $7.42M | Sell |
130,888
-5,693
| -4% | -$323K | 1.38% | 27 |
|
|
2023
Q1 | $7.15M | Sell |
136,581
-1,378
| -1% | -$72.2K | 1.42% | 30 |
|
|
2022
Q4 | $11.5M | Buy |
137,959
+1,032
| +0.8% | +$85.9K | 2.49% | 14 |
|
|
2022
Q3 | $9.84M | Buy |
136,927
+944
| +0.7% | +$67.8K | 2.24% | 13 |
|
|
2022
Q2 | $8.59M | Sell |
135,983
-231
| -0.2% | -$14.6K | 1.85% | 22 |
|
|
2022
Q1 | $11.5M | Sell |
136,214
-348
| -0.3% | -$29.3K | 2.11% | 15 |
|
|
2021
Q4 | $11.5M | Sell |
136,562
-2,853
| -2% | -$240K | 1.89% | 18 |
|
|
2021
Q3 | $10.2M | Buy |
139,415
+349
| +0.3% | +$25.4K | 1.91% | 20 |
|
|
2021
Q2 | $10.1M | Sell |
139,066
-2,333
| -2% | -$170K | 1.92% | 18 |
|
|
2021
Q1 | $9.22M | Sell |
141,399
-2,162
| -2% | -$141K | 1.94% | 19 |
|
|
2020
Q4 | $7.61M | Sell |
143,561
-6,735
| -4% | -$357K | 1.89% | 20 |
|
|
2020
Q3 | $5.45M | Buy |
150,296
+737
| +0.5% | +$26.7K | 1.62% | 24 |
|
|
2020
Q2 | $5.05M | Sell |
149,559
-2,113
| -1% | -$71.3K | 1.75% | 22 |
|
|
2020
Q1 | $5.1M | Sell |
151,672
-1,401
| -0.9% | -$47.1K | 2.12% | 20 |
|
|
2019
Q4 | $7.28M | Sell |
153,073
-121
| -0.1% | -$5.76K | 2.16% | 17 |
|
|
2019
Q3 | $6.41M | Sell |
153,194
-13,480
| -8% | -$564K | 2.1% | 17 |
|
|
2019
Q2 | $6.7M | Buy |
166,674
+514
| +0.3% | +$20.7K | 2.12% | 15 |
|
|
2019
Q1 | $7.11M | Buy |
166,160
+1,124
| +0.7% | +$48.1K | 2.33% | 13 |
|
|
2018
Q4 | $6.85M | Buy |
165,036
+1,057
| +0.6% | +$43.9K | 2.59% | 13 |
|
|
2018
Q3 | $8.06M | Buy |
+163,979
| New | +$8.06M | 2.66% | 11 |
|