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Schwab Target 2030 Index shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Target 2030 Index (SWYEX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Target 2030 Index

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All positions including Schwab Target 2030 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 Target 2030 Index by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $130k 6.9k 18.92
2026-03-31 $0 0 0.00

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Index Fund Etf Shares Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Vanguard Ultra-short Treasury Etf Uit Exchange Traded (VGUS)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Uit Exchange Traded (VEU)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Index Fund Etf Shares Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Dimensional U.s. Equity Market Etf Uit Exchange Traded (DFUS)
Williams Sonoma Common Stock (WSM)
Dimensional Core Fixed Income Etf Uit Exchange Traded (DFCF)
Walmart Common Stock (WMT)
Proshares S&p 500 Dividend Aristocrats Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Texas Instrs Common Stock (TXN)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab Target 2030 Index

Coston, McIsaac & Partners
Vermillion Wealth Management

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