Northstar Asset Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 27k 16.19
2025-06-30 $396k 3.8k 104.72
2025-03-31 $357k 3.8k 94.28
2024-12-31 $375k 3.8k 99.10
2024-09-30 $365k 3.7k 97.66
2024-06-30 $344k 3.7k 92.00