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Schwab Target 2050 Index shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab Target 2050 Index (SWYMX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab Target 2050 Index

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2050 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 2050 Index by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 560 17.86
2024-06-30 $8.0k 490 16.33

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 Target 2050 Index

Rowland & Co Investment Counsel
Coston, McIsaac & Partners

View all funds holding Schwab Target 2050 Index