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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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All positions including Schwab Markettrack Conservative 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 Conservative by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by Coston, McIsaac & Partners

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

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Top funds holding Schwab Markettrack Conservative

Coston, McIsaac & Partners

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