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Schwab Target 2045 Fun etf shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Target 2045 Fun etf (SWMRX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Target 2045 Fun etf

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All positions including Schwab Target 2045 Fun etf 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 2045 Fun etf by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $62k 3.6k 17.32
2024-06-30 $55k 3.6k 15.50
2024-03-31 $57k 3.6k 15.85
2023-12-31 $53k 3.6k 14.53
2023-09-30 $46k 3.5k 13.10
2023-06-30 $35k 2.5k 14.29
2023-03-31 $48k 3.5k 13.70
2022-12-31 $45k 3.5k 12.84
2022-09-30 $41k 3.3k 12.61

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 2045 Fun etf

Coston, McIsaac & Partners

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