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Schwab Markettrack All Eqty shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Markettrack All Eqty (SWEGX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Markettrack All Eqty

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 54k 27.30
2025-06-30 $1.5M 57k 25.38
2025-03-31 $1.3M 56k 23.09
2024-12-31 $1.3M 58k 23.24
2024-09-30 $1.3M 53k 25.51
2024-06-30 $1.2M 52k 23.74
2024-03-31 $1.2M 51k 23.37
2023-12-31 $1.2M 56k 21.87
2023-09-30 $1.1M 56k 20.17
2023-06-30 $695k 33k 20.97
2023-03-31 $1.1M 56k 19.85
2022-12-31 $1.0M 55k 18.69
2022-09-30 $924k 52k 17.77

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Apple Common Stock (AAPL)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Southern Common Stock (SO)
Philip Morris Intl Common Stock (PM)
Mcdonalds Corp Common Stock (MCD)

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Coston, McIsaac & Partners

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