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Schwab Target 2025 shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Target 2025 (SWHRX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Target 2025

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All positions including Schwab Target 2025 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 Target 2025 by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $123k 7.9k 15.61
2024-06-30 $115k 7.8k 14.75
2024-03-31 $112k 7.8k 14.38
2023-12-31 $159k 11k 14.13
2023-09-30 $145k 11k 13.62
2023-06-30 $63k 4.5k 14.01
2023-03-31 $132k 9.7k 13.64
2022-12-31 $122k 9.4k 12.99
2022-09-30 $149k 12k 12.97

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab Target 2025

Ethos Financial Group
Coston, McIsaac & Partners

View all funds holding Schwab Target 2025