A detailed history of Mc Guire Investment Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mc Guire Investment Group, LLC holds 132,648 shares of SCHW stock, worth $10.7 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
132,648
Previous 134,323 1.25%
Holding current value
$10.7 Million
Previous $9.9 Million 13.15%
% of portfolio
1.22%
Previous 1.43%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$61.74 - $76.08 $103,414 - $127,434
-1,675 Reduced 1.25%
132,648 $8.6 Million
Q2 2024

Jul 23, 2024

BUY
$70.03 - $78.9 $11,695 - $13,176
167 Added 0.12%
134,323 $9.9 Million
Q1 2024

Apr 26, 2024

BUY
$61.89 - $72.38 $159,428 - $186,450
2,576 Added 1.96%
134,156 $9.7 Million
Q4 2023

Jan 12, 2024

SELL
$49.33 - $70.98 $73,551 - $105,831
-1,491 Reduced 1.12%
131,580 $9.05 Million
Q3 2023

Oct 12, 2023

BUY
$54.2 - $67.94 $118,318 - $148,313
2,183 Added 1.67%
133,071 $7.31 Million
Q2 2023

Jul 18, 2023

SELL
$47.37 - $57.14 $269,677 - $325,298
-5,693 Reduced 4.17%
130,888 $7.42 Million
Q1 2023

Apr 20, 2023

SELL
$51.91 - $85.6 $71,531 - $117,956
-1,378 Reduced 1.0%
136,581 $7.15 Million
Q4 2022

Jan 10, 2023

BUY
$67.43 - $83.26 $69,587 - $85,924
1,032 Added 0.75%
137,959 $0
Q3 2022

Oct 13, 2022

BUY
$21.16 - $74.92 $19,975 - $70,724
944 Added 0.69%
136,927 $9.84 Million
Q2 2022

Jul 15, 2022

SELL
$59.99 - $83.83 $13,857 - $19,364
-231 Reduced 0.17%
135,983 $8.59 Million
Q1 2022

Apr 14, 2022

SELL
$75.69 - $95.53 $26,340 - $33,244
-348 Reduced 0.25%
136,214 $11.5 Million
Q4 2021

Jan 13, 2022

SELL
$73.23 - $85.82 $208,925 - $244,844
-2,853 Reduced 2.05%
136,562 $11.5 Million
Q3 2021

Oct 19, 2021

BUY
$66.68 - $77.38 $23,271 - $27,005
349 Added 0.25%
139,415 $10.2 Million
Q2 2021

Jul 16, 2021

SELL
$63.69 - $76.01 $148,588 - $177,331
-2,333 Reduced 1.65%
139,066 $10.1 Million
Q1 2021

Apr 20, 2021

SELL
$51.54 - $67.65 $111,429 - $146,259
-2,162 Reduced 1.51%
141,399 $9.22 Million
Q4 2020

Jan 13, 2021

SELL
$36.75 - $53.04 $247,511 - $357,224
-6,735 Reduced 4.48%
143,561 $7.61 Million
Q3 2020

Oct 19, 2020

BUY
$33.02 - $36.28 $24,335 - $26,738
737 Added 0.49%
150,296 $5.45 Million
Q2 2020

Jul 14, 2020

SELL
$31.75 - $42.82 $67,087 - $90,478
-2,113 Reduced 1.39%
149,559 $5.05 Million
Q1 2020

Apr 02, 2020

SELL
$28.43 - $49.0 $39,830 - $68,649
-1,401 Reduced 0.92%
151,672 $5.1 Million
Q4 2019

Jan 07, 2020

SELL
$35.1 - $51.07 $4,247 - $6,179
-121 Reduced 0.08%
153,073 $7.28 Million
Q3 2019

Oct 25, 2019

SELL
$36.12 - $44.28 $486,897 - $596,894
-13,480 Reduced 8.09%
153,194 $6.41 Million
Q2 2019

Jul 25, 2019

BUY
$39.15 - $46.26 $20,123 - $23,777
514 Added 0.31%
166,674 $6.7 Million
Q1 2019

Apr 23, 2019

BUY
$40.72 - $47.98 $45,769 - $53,929
1,124 Added 0.68%
166,160 $7.11 Million
Q4 2018

Jan 28, 2019

BUY
$38.25 - $52.17 $40,430 - $55,143
1,057 Added 0.64%
165,036 $6.85 Million
Q3 2018

Nov 07, 2018

BUY
$49.15 - $54.22 $8.06 Million - $8.89 Million
163,979 New
163,979 $8.06 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $147B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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