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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

Tip: Access up to 7 years of quarterly data

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
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

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)

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Coston, McIsaac & Partners

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