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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Select Small Cap Index 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 Select Small Cap Index by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
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

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 Select Small Cap Index

Dumont & Blake Investment Advisors
Carret Asset Management
Twin Capital Management
Coston, McIsaac & Partners
Estabrook Capital Management

View all funds holding Schwab Select Small Cap Index