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Schwab Total Stock Mrkt Ind-se shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Total Stock Mrkt Ind-se

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All positions including Schwab Total Stock Mrkt Ind-se held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0k 25 80.00
2023-12-31 $13k 165 78.79
2023-09-30 $10k 142 70.42
2023-03-31 $6.0k 99 60.61
2022-12-31 $4.0k 75 53.33
2022-09-30 $2.0k 40 50.00

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Williams Sonoma Common Stock (WSM)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Apple Common Stock (AAPL)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Procter & Gamble Common Stock (PG)
Pepsico Common Stock (PEP)
Mcdonalds Corp Common Stock (MCD)
The Coca-cola Common Stock (KO)
Ingredion Common Stock (INGR)
Johnson & Johnson Common Stock (JNJ)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab Total Stock Mrkt Ind-se

Yousif Capital Management
North Star Asset Management
Garde Capital
Main Street Group
Ferguson Wellman Capital Management
Grassi Investment Management
Coston, McIsaac & Partners

View all funds holding Schwab Total Stock Mrkt Ind-se