Schwab S&p 500 Select shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 28k | 89.19 |
| 2024-06-30 | $2.4M | 28k | 84.22 |
| 2024-03-31 | $2.2M | 27k | 80.81 |
| 2023-12-31 | $2.0M | 27k | 73.03 |
| 2023-09-30 | $1.8M | 28k | 66.40 |
| 2023-06-30 | $1.6M | 23k | 68.63 |
| 2023-03-31 | $1.7M | 27k | 63.16 |
| 2022-12-31 | $1.4M | 24k | 58.72 |
| 2022-09-30 | $1.3M | 23k | 55.49 |
More positions owned by Coston, McIsaac & Partners
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