SCHWAB 529 MODERATELY AGGRESIV's ticker is and the CUSIP is 485310817. A total of 1 filers reported holding SCHWAB 529 MODERATELY AGGRESIV 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 | $406,287 | -2.9% | 14,855 | 0.0% | 0.12% | +1.7% |
| Q2 2023 | $418,617 | +0.0% | 14,855 | -1.9% | 0.12% | -6.5% |
| Q1 2023 | $418,470 | +4.7% | 15,140 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $399,697 | +5.2% | 15,140 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $380,000 | -5.0% | 15,140 | 0.0% | 0.13% | +1.6% |
| Q2 2022 | $400,000 | -11.1% | 15,140 | -2.0% | 0.12% | +8.7% |
| Q1 2022 | $450,000 | – | 15,443 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co LLC | 14,855 | $406,287 | 0.12% |