Schwab 529 Moderately Aggresiv shares owned by Northstar Asset Management
Quarter-by-quarter ownership of Schwab 529 Moderately Aggresiv shares owned by Northstar Asset Management
from 13F filings
Historical chart of Northstar Asset Management investment in Schwab 529 Moderately Aggresiv
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Quarterly reported holdings in Schwab 529 Moderately Aggresiv by Northstar Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $548k | 16k | 34.58 |
| 2025-06-30 | $528k | 16k | 33.32 |
| 2025-03-31 | $505k | 16k | 31.84 |
| 2024-12-31 | $545k | 17k | 31.68 |
| 2024-09-30 | $511k | 16k | 32.20 |
| 2024-06-30 | $486k | 16k | 30.67 |
| 2024-03-31 | $484k | 16k | 30.53 |
| 2023-12-31 | $440k | 15k | 29.58 |
| 2023-09-30 | $406k | 15k | 27.35 |
| 2023-06-30 | $419k | 15k | 28.18 |
| 2023-03-31 | $419k | 15k | 27.64 |
| 2022-12-31 | $400k | 15k | 26.40 |
| 2022-09-30 | $380k | 15k | 25.11 |
| 2022-06-30 | $399k | 15k | 26.33 |
| 2022-03-31 | $450k | 15k | 29.16 |
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