Coston, McIsaac & Partners »

Schwab Target 2030 shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Target 2030 (SWDRX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Target 2030

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2030 held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Target 2030 by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $94k 5.9k 16.06
2024-09-30 $97k 5.6k 17.24
2024-06-30 $91k 5.6k 16.33
2024-03-31 $89k 5.5k 16.18
2023-12-31 $84k 5.4k 15.46
2023-09-30 $104k 7.1k 14.68
2023-03-31 $94k 6.5k 14.55
2022-12-31 $85k 6.2k 13.75
2022-09-30 $76k 5.5k 13.70

More positions owned by Coston, McIsaac & Partners

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

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab Target 2030

Coston, McIsaac & Partners

View all funds holding Schwab Target 2030