Schwab Target 2040 shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Schwab Target 2040 (SWERX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Schwab Target 2040
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Quarterly reported holdings in Schwab Target 2040 by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $25k | 1.3k | 19.59 |
| 2025-09-30 | $3.0k | 193 | 15.54 |
| 2025-06-30 | $2.0k | 149 | 13.42 |
| 2025-03-31 | $999 | 109 | 9.17 |
| 2024-12-31 | $999 | 62 | 16.13 |
| 2024-09-30 | $1.0k | 59 | 16.95 |
| 2024-06-30 | $1.0k | 59 | 16.95 |
| 2024-03-31 | $1.0k | 59 | 16.95 |
| 2023-12-31 | $0 | 59 | 0.00 |
| 2023-09-30 | $0 | 57 | 0.00 |
| 2023-06-30 | $21k | 1.3k | 15.60 |
| 2023-03-31 | $21k | 1.4k | 15.43 |
| 2022-12-31 | $19k | 1.3k | 14.51 |
| 2022-09-30 | $16k | 1.2k | 13.73 |
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