Coston, McIsaac & Partners - SCHWAB MARKETTRACK CONSERVATIVE ownership

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SCHWAB MARKETTRACK CONSERVATIVE's ticker is and the CUSIP is 808509509. A total of 2 filers reported holding SCHWAB MARKETTRACK CONSERVATIVE in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of SCHWAB MARKETTRACK CONSERVATIVE
ValueSharesWeighting
Q3 2023$70.0%495
+0.4%
0.00%
+50.0%
Q2 2023$70.0%493
+0.4%
0.00%
-33.3%
Q1 2023$70.0%491
+0.4%
0.00%0.0%
Q4 2022$7
-99.9%
489
+3.2%
0.00%0.0%
Q3 2022$6,000–474–0.00%–
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Other shareholders
SCHWAB MARKETTRACK CONSERVATIVE shareholders Q4 2022
NameSharesValueWeighting ↓
RE Dickinson Investment Advisors, LLC 1,986$290.01%
Coston, McIsaac & Partners 489$70.00%
View complete list of SCHWAB MARKETTRACK CONSERVATIVE shareholders