Schwab Markettrack Conservative shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Schwab Markettrack Conservative (SWCGX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Schwab Markettrack Conservative
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Quarterly reported holdings in Schwab Markettrack Conservative by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0k | 584 | 15.41 |
| 2025-06-30 | $9.0k | 581 | 15.49 |
| 2025-03-31 | $8.0k | 578 | 13.84 |
| 2024-12-31 | $8.0k | 575 | 13.91 |
| 2024-09-30 | $8.0k | 530 | 15.09 |
| 2024-06-30 | $8.0k | 527 | 15.18 |
| 2024-03-31 | $8.0k | 525 | 15.24 |
| 2023-12-31 | $8.0k | 522 | 15.33 |
| 2023-09-30 | $7.0k | 495 | 14.14 |
| 2023-06-30 | $7.0k | 493 | 14.20 |
| 2023-03-31 | $7.0k | 491 | 14.26 |
| 2022-12-31 | $7.0k | 489 | 14.31 |
| 2022-09-30 | $6.0k | 474 | 12.66 |
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