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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

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All positions including Schwab Target 2030 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 Target 2030 by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
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

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

Top funds holding Schwab Target 2030

Coston, McIsaac & Partners

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