SCHWAB 529 - Moderately Aggres's ticker is and the CUSIP is 485310825. A total of 1 filers reported holding SCHWAB 529 - Moderately Aggres in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,104 | +2.8% | 38,529 | +6.2% | 0.14% | +7.5% |
| Q2 2023 | $486,301 | +2.5% | 36,264 | 0.0% | 0.13% | -3.6% |
| Q1 2023 | $474,334 | +5.1% | 36,264 | 0.0% | 0.14% | -2.1% |
| Q4 2022 | $451,125 | +5.9% | 36,264 | 0.0% | 0.14% | 0.0% |
| Q3 2022 | $426,000 | -5.1% | 36,264 | 0.0% | 0.14% | +1.4% |
| Q2 2022 | $449,000 | -10.6% | 36,264 | 0.0% | 0.14% | +9.4% |
| Q1 2022 | $502,000 | -46.2% | 36,264 | -43.0% | 0.13% | -41.6% |
| Q4 2021 | $933,000 | +8.0% | 63,652 | +4.6% | 0.22% | -3.5% |
| Q3 2021 | $864,000 | -0.2% | 60,829 | 0.0% | 0.23% | -0.4% |
| Q2 2021 | $866,000 | +4.3% | 60,829 | 0.0% | 0.23% | -3.4% |
| Q1 2021 | $830,000 | +90.4% | 60,829 | +85.4% | 0.24% | +90.3% |
| Q4 2020 | $436,000 | -5.8% | 32,807 | -14.1% | 0.12% | -16.2% |
| Q3 2020 | $463,000 | +4.3% | 38,209 | 0.0% | 0.15% | -6.9% |
| Q2 2020 | $444,000 | +13.3% | 38,209 | 0.0% | 0.16% | -11.7% |
| Q1 2020 | $392,000 | -11.9% | 38,209 | 0.0% | 0.18% | +7.1% |
| Q4 2019 | $445,000 | +22.3% | 38,209 | +16.6% | 0.17% | +18.3% |
| Q3 2019 | $364,000 | +0.6% | 32,778 | 0.0% | 0.14% | -0.7% |
| Q2 2019 | $362,000 | – | 32,778 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co LLC | 38,529 | $500,104 | 0.14% |