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Schwab Total Stock Mrkt Ind-se shares owned by Northstar Asset Management

Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Northstar Asset Management from 13F filings

Historical chart of Northstar Asset Management investment in Schwab Total Stock Mrkt Ind-se

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All positions including Schwab Total Stock Mrkt Ind-se held by Northstar Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Northstar Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $365k 3.7k 97.66
2024-06-30 $344k 3.7k 92.00

More positions owned by Northstar Asset Management

Vanguard Information Technology ETF (VGT)
Apple (AAPL)
Vanguard Total Stock Market ETF (VTI)
Berkshire Hathaway (BRK.B)
Vanguard Mid-Cap ETF (VO)
Microsoft Corporation (MSFT)
Thermo Fisher Scientific (TMO)
Vanguard Growth ETF (VUG)
Danaher Corporation (DHR)
Spdr S&p 500 Etf (SPY)
Vanguard Small-Cap ETF (VB)
Zoetis Inc Cl A (ZTS)
Vanguard S&p 500 Etf idx (VOO)
Ametek (AME)
Arista Networks (ANET)

View all positions for Northstar Asset Management

Top funds holding Schwab Total Stock Mrkt Ind-se

Yousif Capital Management
North Star Asset Management
Garde Capital
Ferguson Wellman Capital Management
Northstar Asset Management
Grassi Investment Management
Lester Murray Antman dba SimplyRich
Financial Gravity Wealth
Coston, McIsaac & Partners
Belpointe Asset Management

View all funds holding Schwab Total Stock Mrkt Ind-se