Coston, McIsaac & Partners - SCHWAB MARKETTRACK BALANCED ownership

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SCHWAB MARKETTRACK BALANCED's ticker is and the CUSIP is 808509400. A total of 2 filers reported holding SCHWAB MARKETTRACK BALANCED in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of SCHWAB MARKETTRACK BALANCED
ValueSharesWeighting
Q3 2023$395
+0.8%
22,172
+4.4%
0.15%
+11.1%
Q2 2023$392
-49.8%
21,233
-51.4%
0.14%
-53.6%
Q1 2023$781
+6.8%
43,673
+1.9%
0.29%
+2.1%
Q4 2022$731
-99.9%
42,878
+6.3%
0.28%
-7.2%
Q3 2022$672,000–40,340–0.31%–
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Other shareholders
SCHWAB MARKETTRACK BALANCED shareholders Q4 2022
NameSharesValueWeighting ↓
Coston, McIsaac & Partners 42,878$7310.28%
RE Dickinson Investment Advisors, LLC 15,070$2570.11%
View complete list of SCHWAB MARKETTRACK BALANCED shareholders