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 csv
Download as Excel
Quarterly reported holdings in Schwab Target 2035 Fund etf by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $106k | 5.5k | 19.30 |
| 2025-06-30 | $101k | 5.5k | 18.38 |
| 2025-03-31 | $93k | 5.5k | 16.92 |
| 2024-12-31 | $92k | 5.4k | 17.00 |
| 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
View all positions for Coston, McIsaac & Partners
Top funds holding Schwab Target 2035 Fund etf
View all funds holding Schwab Target 2035 Fund etf