McGuire Investment Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1756959 WAKEFIELD, RI

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,346,556

-$210,017 QoQ

Shares Held

133,809

+0.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#461

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

McGuire Investment Group, LLC holds $28,569,398 across 3 Capital Markets names. SCHW ranks #2 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	75,996	$15,886,203
2	SCHW	Schwab Charles Corp This page	133,809	$12,346,556
3	HOOD	Robinhood Markets, Inc.	3,357	$336,639

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,346,556	133,809	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$12,556,573	133,609	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$13,330,591	133,426	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$12,654,262	132,547	-0.7%	Shares	Sole	2025-10-21
2025-06-30	$12,175,339	133,443	+0.5%	Shares	Sole	2025-07-18
2025-03-31	$10,395,818	132,803	+0.2%	Shares	Sole	2025-04-25
2024-12-31	$9,813,207	132,593	-0.0%	Shares	Sole	2025-01-21
2024-09-30	$8,596,916	132,648	-1.2%	Shares	Sole	2024-10-10
2024-06-30	$9,898,261	134,323	+0.1%	Shares	Sole	2024-07-24
2024-03-31	$9,704,845	134,156	+2.0%	Shares	Sole	2024-04-26
2023-12-31	$9,052,704	131,580	-1.1%	Shares	Sole	2024-01-12
2023-09-30	$7,305,597	133,071	+1.7%	Shares	Sole	2023-10-12
2023-06-30	$7,418,731	130,888	-4.2%	Shares	Sole	2023-07-18
2023-03-31	$7,154,112	136,581	-1.0%	Shares	Sole	2023-04-20
2022-12-31	$11,486,466	137,959	+0.8%	Shares	Sole	2023-01-10
2022-09-30	$9,840,943	136,927	+0.7%	Shares	Sole	2022-10-13
2022-06-30	$8,591,405	135,983	-0.2%	Shares	Sole	2022-07-15
2022-03-31	$11,484,202	136,214	-0.3%	Shares	Sole	2022-04-25
2021-12-31	$11,484,864	136,562	-2.0%	Shares	Sole	2022-01-13
2021-09-30	$10,154,988	139,415	+0.3%	Shares	Sole	2021-10-19
2021-06-30	$10,125,395	139,066	-1.6%	Shares	Sole	2021-07-16
2021-03-31	$9,216,386	141,399	-1.5%	Shares	Sole	2021-04-20
2020-12-31	$7,614,475	143,561	-4.5%	Shares	Sole	2021-01-13
2020-09-30	$5,445,224	150,296	+0.5%	Shares	Sole	2020-10-19
2020-06-30	$5,046,120	149,559	-1.4%	Shares	Sole	2020-07-14
2020-03-31	$5,099,212	151,672	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.