Coston, McIsaac & Partners »

Schwab shares owned by Coston, McIsaac & Partners

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

Historical chart of Coston, McIsaac & Partners investment in Schwab

Tip: Access up to 7 years of quarterly data

All positions including Schwab 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 by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $115k 12k 9.43
2023-12-31 $113k 12k 9.55
2023-09-30 $100k 12k 8.65
2023-06-30 $103k 11k 9.36
2023-03-31 $115k 12k 9.49
2022-12-31 $115k 12k 9.35
2022-09-30 $117k 13k 9.34

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Williams Sonoma Common Stock (WSM)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Apple Common Stock (AAPL)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Procter & Gamble Common Stock (PG)
Pepsico Common Stock (PEP)
Mcdonalds Corp Common Stock (MCD)
The Coca-cola Common Stock (KO)
Ingredion Common Stock (INGR)
Johnson & Johnson Common Stock (JNJ)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab

Coston, McIsaac & Partners

View all funds holding Schwab