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Schwab Markettrack Balanced fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Markettrack Balanced fund (SWBGX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Markettrack Balanced fund

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All positions including Schwab Markettrack Balanced fund 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 Markettrack Balanced fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $426k 22k 19.52
2023-12-31 $409k 22k 18.56
2023-09-30 $396k 22k 17.86
2023-06-30 $392k 21k 18.46
2023-03-31 $781k 44k 17.88
2022-12-31 $731k 43k 17.05
2022-09-30 $672k 40k 16.66

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

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