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Schwab Balanced shares owned by Coston, McIsaac & Partners

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

Historical chart of Coston, McIsaac & Partners investment in Schwab Balanced

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All positions including Schwab Balanced 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 Balanced by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 2.7k 16.97
2024-06-30 $44k 2.7k 16.61
2024-03-31 $42k 2.6k 16.15
2023-12-31 $37k 2.4k 15.26
2023-09-30 $31k 2.2k 13.94
2023-06-30 $11k 758 14.51
2023-03-31 $30k 2.1k 14.50
2022-12-31 $33k 2.4k 13.70
2022-09-30 $30k 2.1k 14.45

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)

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Top funds holding Schwab Balanced

Coston, McIsaac & Partners

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