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McGuire Investment Group, LLC: SCHW position timeline

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

McGuire Investment Group, LLC held 133,809 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,809 shares
    Change vs previous 13F +200 shares

    1.08% of the 13F portfolio, value $12,346,514.

    13F-HR 0001756959-26-000003 filed by McGuire Investment 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 133,609 shares
    Change vs previous 13F +183 shares

    1.42% of the 13F portfolio, value $12,556,577.

    13F-HR 0001756959-26-000002 filed by McGuire Investment 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 133,426 shares
    Change vs previous 13F +879 shares

    1.42% of the 13F portfolio, value $13,330,595.

    13F-HR 0001756959-26-000001 filed by McGuire Investment 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 132,547 shares
    Change vs previous 13F -896 shares

    1.43% of the 13F portfolio, value $12,654,266.

    13F-HR 0001756959-25-000004 filed by McGuire Investment 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 133,443 shares
    Change vs previous 13F +640 shares

    1.56% of the 13F portfolio, value $12,175,343.

    13F-HR 0001085146-25-003974 filed by McGuire Investment 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 132,803 shares
    Change vs previous 13F +210 shares

    1.54% of the 13F portfolio, value $10,395,822.

    13F-HR 0001085146-25-002339 filed by McGuire Investment 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 132,593 shares
    Change vs previous 13F -55 shares

    1.42% of the 13F portfolio, value $9,813,211.

    13F-HR 0001085146-25-000360 filed by McGuire Investment 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 132,648 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,596,919.

    13F-HR 0001085146-24-004787 filed by McGuire Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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