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
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

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)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab Markettrack Growth

Coston, McIsaac & Partners

View all funds holding Schwab Markettrack Growth