Schwab Dividend Equity Select shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Schwab Dividend Equity Select (SWDSX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Schwab Dividend Equity Select
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Quarterly reported holdings in Schwab Dividend Equity Select by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 2.9k | 17.83 |
| 2025-06-30 | $49k | 2.9k | 16.94 |
| 2025-03-31 | $45k | 2.8k | 16.30 |
| 2024-12-31 | $48k | 3.0k | 15.97 |
| 2024-09-30 | $46k | 2.8k | 16.23 |
| 2024-06-30 | $47k | 3.2k | 14.67 |
| 2024-03-31 | $45k | 3.0k | 14.81 |
| 2023-12-31 | $39k | 2.8k | 13.96 |
| 2023-09-30 | $29k | 2.3k | 12.85 |
| 2023-06-30 | $2.0k | 151 | 13.25 |
| 2023-03-31 | $20k | 1.5k | 13.11 |
| 2022-12-31 | $15k | 1.2k | 12.98 |
| 2022-09-30 | $11k | 892 | 12.33 |
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