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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Dividend Equity Select 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 Dividend Equity Select by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
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

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)

View all positions for Coston, McIsaac & Partners

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Coston, McIsaac & Partners

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