Coston, McIsaac & Partners »

Schwab Markettrack Growth shares owned by Coston, McIsaac & Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Markettrack Growth held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Markettrack Growth by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 14k 28.43
2025-06-30 $377k 14k 26.72
2025-03-31 $490k 20k 24.81
2024-12-31 $481k 19k 24.83
2024-09-30 $470k 17k 28.32
2024-06-30 $432k 16k 26.54
2024-03-31 $412k 16k 26.06
2023-12-31 $367k 15k 24.77
2023-09-30 $317k 14k 23.17
2023-06-30 $255k 11k 24.06
2023-03-31 $385k 17k 23.05
2022-12-31 $396k 18k 21.85
2022-09-30 $353k 17k 21.08

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)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab Markettrack Growth

Coston, McIsaac & Partners

View all funds holding Schwab Markettrack Growth