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Schwab Charles Family Schwab U mf shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Charles Family Schwab U mf (SNSXX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Charles Family Schwab U mf

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All positions including Schwab Charles Family Schwab U mf 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 Charles Family Schwab U mf by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 19M 1.00
2025-06-30 $20M 20M 1.00
2023-06-30 $13M 13M 1.00
2022-09-30 $11M 11M 1.00

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Apple Common Stock (AAPL)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Southern Common Stock (SO)
Philip Morris Intl Common Stock (PM)
Mcdonalds Corp Common Stock (MCD)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab Charles Family Schwab U mf

Coston, McIsaac & Partners
Vermillion Wealth Management
Main Management
Financially Speaking
Dale Q Rice Investment Management
RFP Financial Group

View all funds holding Schwab Charles Family Schwab U mf