Schwab Select Small Cap Index shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Schwab Select Small Cap Index (SWSSX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Schwab Select Small Cap Index
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Quarterly reported holdings in Schwab Select Small Cap Index by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 1.5k | 39.38 |
| 2025-06-30 | $54k | 1.5k | 34.86 |
| 2025-03-31 | $50k | 1.5k | 32.28 |
| 2024-12-31 | $55k | 1.5k | 35.51 |
| 2024-09-30 | $55k | 1.5k | 36.04 |
| 2024-06-30 | $50k | 1.5k | 32.77 |
| 2024-03-31 | $52k | 1.5k | 34.08 |
| 2023-12-31 | $44k | 1.4k | 32.19 |
| 2023-09-30 | $39k | 1.3k | 28.97 |
| 2023-06-30 | $41k | 1.4k | 29.86 |
| 2023-03-31 | $39k | 1.4k | 28.41 |
| 2022-12-31 | $40k | 1.4k | 27.76 |
| 2022-09-30 | $44k | 1.7k | 26.57 |
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