Coston, McIsaac & Partners »

Schwab Target 2035 Fund etf shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Target 2035 Fund etf (SWIRX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Target 2035 Fund etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2035 Fund etf 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 Target 2035 Fund etf by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $95k 5.3k 17.88
2024-06-30 $90k 5.3k 16.92
2024-03-31 $89k 5.3k 16.74
2023-12-31 $84k 5.3k 15.81
2023-09-30 $75k 5.1k 14.77
2023-03-31 $70k 4.8k 14.64
2022-12-31 $65k 4.7k 13.75
2022-09-30 $60k 4.4k 13.78

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 2035 Fund etf

Ethos Financial Group
Coston, McIsaac & Partners

View all funds holding Schwab Target 2035 Fund etf